Creating a workspace: Difference between revisions

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Create workspaces can users with [[Roles in Planfix| roles]] '''Account Administrator''' and '''Technical Administrator'''. For them, the item of the main [[Workspaces]] menu is always available and  '''Manage workspaces''' in it:  
Users with the [[Planfix roles | role]] of '''Account administrator''' or '''Technical administrator''' can create workspaces in Planfix. People with these roles will have an item in their main menu called [[Workspaces]], as well as item '''Managing workspaces''' within it:


https://pic.planfix.ru/pf/vV/ItMPXS.jpg
https://pic.planfix.ru/pf/eY/CAft9Z.png


To create a new workspace, click the New Workspace button:
To create a new workspace, click the '''New workspace''' button:


https://pic.planfix.ru/pf/qu/nnG8Zp.jpg
https://pic.planfix.ru/pf/U7/G41vad.png


The process of creating a workspace is dragging the available objects into the main menu, the creation menu ("plus") or the additional menu ("hamburger"). The following objects can act as such objects:
* Any of the system partitions, usually located in the main menu
* Custom sections that can be created right there
* Planners
* Directories
* Reports
* Projects
* References
* Filters (tasks, contacts, projects, directories)
* The operation of creating a new object on an arbitrary template (usually used in the "plus" menu)


==Steps for creating a workspace ==
The process of creating a workspace can be divided into several steps matching the tabs in the panel:


== Demonstrating the process of creating a workspace ==


<youtube>https://www.youtube.com/watch?v=UAqsuSdQrYg</youtube>
https://pic.planfix.ru/pf/UB/UJIRNb.png




== Workspace Options ==
'''Step one:''' Menu Items
After the basic settings of the workspace are done, you need to set its key parameters:
The process of creating a workspace consists of dragging objects to the main menu, the create menu (the plus sign), or the additional menu (the "hamburger").


https://pic.planfix.ru/pf/Q1/jrmbQH.jpg
These objects can be:


* The workspace name will be displayed in the workspace menu, so it should be simple and understandable to the user.
*Any system section usually found in the main menu
* '''The default partition''' allows you to select the partition of the customized workspace in which the user appears after switching to it.
*User sections, which can also be created here
* '''Color''' allows you to set the color of the main menu bar.
*Planners
* '''[[Access to workspace]]''' defines access to it for employees and contacts
*Directories
*Reports
*Projects
*Links
*Filters (for tasks, contacts, projects, or directories)
*Procedure for creating a new object based on an arbitrary template (usually used in the "plus" menu)


https://pic.planfix.ru/pf/FA/JwGwpn.gif


== Important ==
A new workspace can be saved with at least two parameters:
* Name of the workspace
* Default partition


In order for the workspace to be able to set the default partition, there must be at least one item in the menu '''not from '''the sections '''Menu items for creating objects''' and '''References''' - it will become a partition that will boot when you enter the workspace.
'''Step two:''' Color Scheme Allows you to set the color of the main menu panel and other interface elements




== Go to==
https://pic.planfix.ru/pf/iC/6JqQt3.gif
* [[Access to workspace]]
 
* [[Workspaces]]
 
'''Step 3:''' Display Buttons
 
It allows you to control the display of buttons in various sections of the workspace. An example demonstrating disabling the visibility of the Export button in the Contacts section:
 
 
https://pic.planfix.ru/pf/ir/HQNeJf.gif
 
 
 
==Workspace settings==
Once you have completed the basic configuration steps for your workspace, you need to enter some key settings:
 
 
https://pic.planfix.ru/pf/KO/vw0nBc.png
 
 
*'''The name of the workspace''' will be displayed in the workspace menu, so it should be simple and clear to users.
*'''The default section''' lets you choose which section of the workspace users will be taken to when they switch to it.
*'''[[Access to workspace]]''' defines access to your workspace for employees and contacts.
 
==Important==
 
A new workspace can be saved with a minimum of two fields set:
 
*Workspace name
*Default section
 
In order to set a default section for a workspace, there must be at least one menu item that '''isn't''' from the section Menu items for creating '''Objects''' or '''Links'''. This item is the section that will load when a user switches to the workspace.
 
 
== Go To==
*[[Workspaces]]
*[[Account Management]]
*[[Feature Description]]
__FORCETOC__

Latest revision as of 19:42, 22 March 2020

Users with the role of Account administrator or Technical administrator can create workspaces in Planfix. People with these roles will have an item in their main menu called Workspaces, as well as item Managing workspaces within it:


CAft9Z.png


To create a new workspace, click the New workspace button:


G41vad.png


Steps for creating a workspace

The process of creating a workspace can be divided into several steps matching the tabs in the panel:


UJIRNb.png


Step one: Menu Items The process of creating a workspace consists of dragging objects to the main menu, the create menu (the plus sign), or the additional menu (the "hamburger").

These objects can be:

  • Any system section usually found in the main menu
  • User sections, which can also be created here
  • Planners
  • Directories
  • Reports
  • Projects
  • Links
  • Filters (for tasks, contacts, projects, or directories)
  • Procedure for creating a new object based on an arbitrary template (usually used in the "plus" menu)


JwGwpn.gif


Step two: Color Scheme Allows you to set the color of the main menu panel and other interface elements


6JqQt3.gif


Step 3: Display Buttons

It allows you to control the display of buttons in various sections of the workspace. An example demonstrating disabling the visibility of the Export button in the Contacts section:


HQNeJf.gif


Workspace settings

Once you have completed the basic configuration steps for your workspace, you need to enter some key settings:


vw0nBc.png


  • The name of the workspace will be displayed in the workspace menu, so it should be simple and clear to users.
  • The default section lets you choose which section of the workspace users will be taken to when they switch to it.
  • Access to workspace defines access to your workspace for employees and contacts.


Important

A new workspace can be saved with a minimum of two fields set:

  • Workspace name
  • Default section

In order to set a default section for a workspace, there must be at least one menu item that isn't from the section Menu items for creating Objects or Links. This item is the section that will load when a user switches to the workspace.


Go To