How to Create a New Workspace

Creating a new workspace in the Atarim Dashboard offers several advantages for team collaboration, project management, and organization.

Here are some of the main key benefits of setting up a new workspace, along with tips on how to make the most of this great new feature.

Creating a new workspace has several advantages, such as:

1. Improved Organization: Creating separate workspaces allows you to compartmentalize different projects, brands, departments, or clients. This helps in managing tasks, files, and communications specific to each project or client without irrelevant clutter.
2. Enhanced Collaboration: A new workspace provides a dedicated environment for team members to collaborate on specific projects. It allows for focused communication, streamlined workflows, and efficient task management.
3. Customization and Personalization: Each workspace can be customized to suit the needs of the brand, client, project, or team. This includes setting up specific templates, workflows, integrations, and permissions that are relevant to the workspace.
4. Increased Security: Workspaces help in maintaining data security by controlling access. Only team members associated with a particular workspace can access its content, ensuring sensitive information is protected.

If you want to take advantage of the new Workspace functionality in Atarim, then you can follow these simple steps to set up your workspace easily:

Step 1: Navigate to the Workspace Section

Open your web browser and log in to the Atarim dashboard using your credentials.

Once logged in, look for the sidebar on the left-hand side of the dashboard. Hover your cursor on the “Workspaces” tab to open the workspace management section.

Step 2: Start Creating a New Workspace

In the Workspaces menu tab, locate the “Create New Workspace” button at the bottom of the list. Once you click on this button, it will open a quick form in which you can enter the details for the new workspace.

Step 3: Fill in Workspace Details

In the form, you will need to enter the following information:

1. Workspace Name: Choose a descriptive name for your workspace.
2. Workspace Description: Optionally, you can provide a brief description of the workspace.
3. Workspace Icon: If you upload an icon, it will be displayed in Atarim dashboard instead of your workspace initials.

Step 4: Configure Workspace Settings

Next, you will see several options for configuring the workspace settings.

Add the email addresses of the team members you want to include in this workspace, and select the appropriate permissions for each team member.

Step 5: Save and Create the Workspace

After filling in the details and configuring the settings, click on the “Create Workspace” button at the bottom of the form. Your new workspace will be created, and you will be redirected to the Workspace overview page.

Step 6: Start Using Your New Workspace

You can now start using your new workspace to manage projects and tasks, and to collaborate with your team.

Explore the various features available in the workspace to optimize your workflow. We recommend reading An Introduction To Your Atarim Dashboard to get a quick overview of all the settings in your new workspace.