What's a workspace?

Within an organization, there is a workspace(s). This is the second highest-level container in the platform. A workspace has its own collection of unique views, cards (card types, card templates), and properties.

Important to know:

• Although all users within the organization can access every workspace, no information can transfer between one workspace and another.

How to create a workspace?

There are different ways of creating a workspace:

• Wizard setup:

By starting to use Collato though the wizard setup. The workspace will have the data entered during the setup process.

• Templates:

By using a new template. The workspace will have the sample data from the template. You can click on delete sample data or use the sample date as a reference.

• + button:

By clicking on the plus (+) button next to “Workspaces”. The workspace will be empty and ready for you to start registering your data.

If you have any questions, you can always contact our support team: support@collato.com.