Configure workspace settings

After creating a workspace, you can update its settings from the Workspace settings page. This includes editing basic details (such as the workspace name, description, and main menu category) and controlling how items from the workspace appear in My Outstanding Work.

Update settings

  1. From the main menu, go to Administration > Workspace Manager.

    The Workspace Manager page opens.

  2. Select the workspace you want to configure.

    The Workspace settings page opens.

  3. Update the settings as needed.

    • Edit the workspace name, description, and the category where the workspace appears in the main menu.
    • Turn on Show in My Outstanding Work to display items from this workspace on users' dashboards.
    • Use the Keep in My Outstanding Work drop-down to control how long those items remain visible on users' dashboards.
  4. Click Save.

Note: The workspace type cannot be changed after the workspace is created.

You can also specify descriptor fields, add workspace relationships, customize tab names, and configure workspace behavior. See related topics for more details.