Workspaces

Organize your projects and surveys into workspaces for better team collaboration and management

Page Overview

What the page is for

The Workspaces page allows you to organize your work into workspaces. Workspaces act as containers for your projects and surveys, helping you keep your data and projects organized by teams, departments, or any logical grouping you choose.

When a user would use it

  • When you want to create new workspaces to organize different sets of projects
  • When you need to view all existing workspaces
  • When you want to edit an existing workspace's name or description
  • When you need to delete an unused workspace
  • When you want to navigate to the projects inside a workspace

How to Access This Page

  1. Log in to the application
  2. From the main dashboard, use the sidebar navigation to click on "Workspaces"
  3. Or, directly navigate to /workspaces in your browser

Permissions or prerequisites

  • You must be logged in to access this page
  • Only administrators can create workspaces
  • The "Create Workspace" button will be disabled for non-admin users

Page Layout

Header / title

  • Title: "Workspaces"
  • Subtitle: "Organize your work into workspaces and projects"
  • Primary button: "Create Workspace" (available only to admins)
  • A search bar with placeholder text: "Search workspaces by name or description..."
  • Located above the workspace table
  • Allows you to filter workspaces by typing keywords in the name or description

Table

The table shows a list of workspaces with these columns (left to right):

  1. Name: The workspace name
  2. Description: A short description of the workspace (shows "-" if empty)
  3. Created: The date the workspace was created
  4. Actions: A menu with available actions for the workspace

Action menu (per workspace)

Clicking on the three-dot icon (⋮) next to a workspace opens a dropdown menu with these options:

  • View Projects: Takes you to the projects page for that workspace
  • Edit: Opens the edit dialog for the workspace
  • Delete: Opens the delete confirmation dialog (text is red)

Step-by-Step Tasks

Creating a Workspace

  1. Click the "Create Workspace" button at the top of the page
  2. In the "Create New Workspace" dialog: a. Enter a name in the "Name" field (required) b. (Optional) Enter a description in the "Description" field
  3. Click the "Create Workspace" button
  4. The dialog will close, and the new workspace will appear in the table

Editing a Workspace

  1. Find the workspace you want to edit in the table
  2. Click the three-dot menu icon (⋮)
  3. Select "Edit"
  4. In the "Edit Workspace" dialog: a. Update the workspace name (required) b. (Optional) Update the description
  5. Click "Update Workspace"
  6. The dialog will close, and your changes will be saved

Deleting a Workspace

  1. Find the workspace you want to delete in the table
  2. Click the three-dot menu icon (⋮)
  3. Select "Delete"
  4. Read the confirmation message carefully (it says this action cannot be undone and will delete all projects and surveys inside)
  5. If you're sure, click "Delete"
  6. The dialog will close, and the workspace will be removed from the table

Searching for a Workspace

  1. Click in the search bar above the table
  2. Type a keyword from the workspace name or description
  3. The table will automatically filter to show only matching workspaces

Viewing Projects in a Workspace

  1. Find the workspace you want to explore
  2. Click the three-dot menu icon (⋮)
  3. Select "View Projects"
  4. You'll be taken to the projects page for that workspace

Field & Button Reference

Field/ButtonWhat it doesWhen to use it
Create WorkspaceOpens the dialog to create a new workspaceWhen you need to organize a new set of projects
Search barFilters workspaces by name or descriptionWhen you have many workspaces and need to find a specific one
Name columnShows the workspace nameTo identify workspaces at a glance
Description columnShows the workspace description (or "-" if empty)To understand the purpose of a workspace
Created columnShows when the workspace was createdTo see how old a workspace is
Actions menu (⋮)Opens the menu of available actionsWhen you want to view projects, edit, or delete a workspace
View ProjectsNavigates to the projects inside the workspaceWhen you want to see or manage the projects in a workspace
EditOpens the workspace edit dialogWhen you need to update the name or description
DeleteOpens the delete confirmation dialogWhen you no longer need a workspace and want to remove it

Tips & Notes

  • Be careful when deleting: Deleting a workspace will delete all projects and surveys inside it, and this cannot be undone
  • Use descriptive names: Give workspaces clear names that reflect their purpose (e.g., "Health Department Surveys" instead of just "Workspace 1")
  • Add descriptions: Descriptions help other team members understand what each workspace is for
  • You can't create workspaces if you're not an admin: The "Create Workspace" button will be grayed out if you don't have admin permissions
  • Search works for both name and description: You can search using any keyword that appears in either the name or description field
Docs by Sourcey
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