Workspace Timeline
When a user clicks Home in the top navigation bar, all workspaces you are a part of will appear below on the left side of your portal. Workspaces will be listed by most recent activity. Any unread messages or actions will show a red box with a number listed next to the Workspace name.
Timeline Options
Timeline Search Bar
The timeline search bar is located above your workspaces. This search bar enables users to search by workspace name or specific members in a workspace.
Collapse Sidebar
Users can collapse and expand the title bar to get more space for viewing workspaces by clicking on the 'Collapse Sidebar' icon.
Summary View Dashboard
The summary view provides real-time visibility into all workspace activity to drive faster decisions. Identify workspaces requiring immediate attention, such as those due today or overdue, streamlining task prioritization. Users can map workspaces by status, flow templates, clients, client groups, or owners and filter them using subcategories like "Due Today," "In Progress," or "Overdue." This feature is accessible on both desktop and mobile platforms.
Timeline Filters
Adjusting the timeline filters will enable users to see workspaces based on specific conditions. Filter your workspaces by specific workspace type, member type, and workspace tags in your timeline. By default, your timeline will show you all workspaces you are a part of.
Unread
Click unread to see workspaces with any unread messages, or active workspace notifications.
Group by
Filters your workspaces by specific groups in your timeline. By default, your timeline will show no grouping, displaying all active workspaces you are a part of.
Owners
Filter by workspace owner to see workspaces each specific internal user owns.
Clients
Filter active workspaces by client user.
Client Groups
Filter active workspaces by company name.
Flow Template
Use this filter to display active workspaces based on the Workspace Template used to create each workspace.
Member Type
Display active workspaces containing the selected member type - either an Internal User or Client User.
Workspace Type
Filter active workspaces by type of workspace - a Flow Workspace, a Group Workspace, or a 1:1 Workspace.
- Flow Workspace
- Workspace(s) will display only Flow Workspaces
- 1:1 Workspace
- Workspace(s) containing yourself and one other user
- Group Workspace
- Workspace(s) containing multiple users, but is not a Flow
Workspace Tags
Filter active workspace based on Workspace Tags, customizable labels that allow admins and internal users to categorize, define, and filter workspaces based on specific properties.
Learn more about Workspace Tags.