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 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.
Timeline Filters
Adjusting the timeline filters will enable users to see workspaces based on specific conditions. For example, use filters to see only workspaces by member type, by workspace type, by grouping, or workspaces with unread messages.
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