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.
Once you’re in the list of workspaces belonging to a module, click on the red + button on the top right.
Start by selecting the name of your workspace. Adding a description is optional.
Once you click on “Continue to fields”, you’ll have the opportunity to build your module using the drag and drop builder.
You can click on the field types on the left, and they will appear on the right to be included in your 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.
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.
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.