Step-by-step instructions for creating new Workspaces to organize conversations

A well-organized workspace reduces stress and clutter, while increasing efficiency and productivity. When everything has its place, you know exactly where to find it, exactly when you need it. That’s why we created Workspaces, to give you a clean, organized place to manage all of the moving parts for each of your ongoing projects.

Every Workstorm member starts out with a default “home” workspace, which can be found under Workspaces or the  icon in the top left menu.

If you joined Workstorm through a company account, your home workspace will automatically contain your company Announcements channel and your first private message conversation with the person who invited you to Workstorm (unless you were invited by the Site Administrator). If you joined Workstorm as an independent external user, you will only see the private message conversation with your inviter.

This home workspace is designed to help you view multiple conversations in one  dashboard. Over time, the number of conversations you have will grow and you may outgrow this initial home workspace. At that point, it’s time to start creating and defining additional Workspaces.

Adding new workspaces enables you to organize many ongoing private and team conversations into broad, related categories or topics, such as by project or by client. For more ideas on how to organize multiple Workspaces, check out our article on how to make Workspaces work for you.

In reality, there’s no right or wrong way to organize your Workspaces. What’s important is doing what works best for you.

Now, let’s take a look at how to create a new Workspace.

Creating a Workspace

To create a new Workspace, click on Workspaces, or the   icon, located in the the left menu. Then, click on the   icon beside Workspaces. This will open a new, blank workspace window.

Another way to create a new workspaces is to open an existing workspace (perhaps your home workspace) and click on the blue square plus icon at the top right of the existing workspace.

Name your workspace by clicking on the  icon beside the placeholder name “Workspace1” at the top left of the workspace window. Here, you may also opt to change the icon to something that better represents your new workspace.

Next, click the  icon in the top right of the workspace window to select relevant private and team conversations to add to your workspace. The drop-down list will auto populate with all of your existing conversations. To start new conversations, consider joining or starting a new team or invite new members to collaborate with you on Workstorm.

After adding relevant conversations, it’s time to select your workspace layout using the  icon. Some members prefer to view their workplace conversations all at once in a tiled grid, while others prefer vertical columns or horizontal lists. We recommend testing out a few different layouts before settling on the one that works best for you.

Once you have chosen the right layout, you may reorganize the order and arrangement of your conversations within that layout. Simply click, hold, and drag a conversation tile to a different location within the layout.

Further customize your workspace by selecting the  icon in the upper right corner of the workspace window.

Here, you may set the  toggle to display your workspace icon in the left menu for quick access, or switch to the  toggle to turn off display.

You may also turn on the message counter for each new message received within your workspace by selecting the   toggle, or turn off the message counter with the  toggle.

You may also delete the workspace entirely by selecting the  icon.

Once you have fully customized and organized your workspace, you may decide to add another workspace by selecting the plus icon in the upper right corner of the workspace window.

Workspaces are designed to help you stay organized in whichever way works best for you. Create as many or as few workspaces as you like. Categorize them however you want. Customize your layouts, displays and message alerts to make your workspaces efficient for you. Still not sure what works best for you? Check out our article on making Workspaces work for you for more ideas, tips and best practices.

Updated on May 31, 2018

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