1. Home
  2. Knowledge Base
  3. Workspaces
  4. How do I create a new Workspace?

How do I create a new Workspace?

Learn how to create a workspace by watching this short video:

Go to Admin > Modules, and click on “Edit Workspaces” next to the module you want your workspace to belong to.
How do I create a new Workspace?
Once you’re in the list of workspaces belonging to a module, click on the red + button on the top right.

How do I create a new Workspace?

Start by selecting the name of your workspace. Adding a description is optional.

How do I create a new Workspace?

Once you click on “Continue to fields”, you’ll have the opportunity to build your module using the drag and drop builder.

How do I create a new Workspace?

You can click on the field types on the left, and they will appear on the right to be included in your workspace.

How do I create a new Workspace?

Click on the 3 dot icons on the left of every field so you can see additional functionalities that you can achieve for each field! For example, with the date field, you can select to add an end time.

How do I create a new Workspace?

Most fields have options that will allow you to further customize your workspaces.

When you’re done selecting your fields, click on the next tab, Widgets.

How do I create a new Workspace?

Toggle on and off the widgets you want to use. If you read through this knowledge base, you can learn more about what each widget does, and how it works.

When you’re all done, click on Save.

The system will take you to create your first Workflow for the workspace. You can learn more about workflows here.

Related Articles

Send a Message