To begin organizing your initiatives efficiently, begin by creating a Workspace.
I. What is a Workspace?
A Workspace is the first stop and the highest level of organization, acting as the primary hub for managing all your programs. This broad organizational unit is designed to help you group and manage different initiatives efficiently. Workspaces can be designated for departments, regions, or specific goals, and each one is the structural container where you organize and manage multiple Platforms and Programs.
Best Practices
Use Workspaces to reflect major organizational units like departments (e.g., HR, R&D) or regions (e.g., North America, APAC).
Leverage Workspaces to organize related Platforms and Programs, making it easier to track initiatives and manage them holistically across your organization.
Here is an example of how a dashboard can look like with multiple workspaces:
II. How to Create a New Workspace
Open the Workspaces Menu: On the left-hand side of your dashboard, locate the "Workspaces" menu.
Create a New Workspace: Click the plus (+) sign next to the "Workspaces" heading to initiate the creation process.
Name Your Workspace: Enter a name for your workspace that reflects its goal or focus, then click Create to finalize the setup.
What's Next?
Now that your workspace is created, create your first Platform to organize your programs.