Search

Workspace Properties

Workspace Properties offer enhanced customization and reporting capabilities, empowering admins and internal users to define, categorize, and filter workspaces with precision. This feature streamlines workspace management and improves operational efficiency by allowing users to filter timelines and workspaces based on properties such as account name, project stage, health score, and more.

By creating user-defined properties categorized as either List or Text, Organization Administrators can leverage this feature for data-driven reporting, insightful filtering, and enhanced reporting across all workspace types.

 

Key Benefits of Workspace Properties

Enhanced Customization:

    • Define and categorize workspaces to align with specific business needs, such as client type, support level, or account type.

Improved Filtering Capabilities:

    • Quickly locate and filter workspaces using defined properties, enabling easier access to relevant information.

Flexible Management:

    • Allow internal users to edit and apply workspace properties seamlessly, ensuring adaptability in workflows.

Streamlined Client Management:

    • Manage client accounts, service tiers, and custom data effectively by associating attributes like health scores or CRM deal IDs with workspaces.

 

Creating a New Workspace Property

  1. Navigate to the Admin section.
  2. Click Workspace Properties in the left-side panel.



  3. Click New Property.
  4. Enter a Property Name (e.g., Client Type, Account Type).



  5. Choose the Property Type:
    • List: Create a dropdown menu with multiple options (e.g., Premium, Standard).
    • Text: Allow free-text entry.



  6. Click Add to create the property.

 

Editing and Applying Workspace Properties

For Flow Workspaces

  1. Open the desired Flow Workspace.
  2. Click the '...' ellipsis icon.
  3. Follow the same steps as for 1:1 and Group Workspaces.

For 1:1 and Group Workspaces

  1. Open the desired workspace.
  2. Click the '...' ellipsis icon in the workspace.
  3. Select Workspace Properties from the dropdown menu.
  4. Click Edit Properties.
  5. Choose or enter values for the defined properties.
  6. Click Save Changes.

Filtering Workspaces Using Workspace Properties

  1. Navigate to the Workspaces section.
  2. Click the Filter option.
  3. Select More Filters to view additional filtering options.
  4. Choose the desired workspace property you would like to use to filter workspaces.
  5. The system will display workspaces matching the selected property criteria.

Managing Workspace Properties for Flow Templates

  1. Go to the Library section.
  2. Select the desired flow template and click Edit.
  3. In the left-side panel, go to Details and scroll down to Workspace Properties.
  4. Click Edit to modify the property values.
  5. Click Save Changes to apply updates.