Create a workspace

As an administrator, you can create a new workspace for your Fusion Manage site. After creating the workspace, complete the required setup tasks so users can access it and begin working with items.

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

2. Click Create workspace.

   The Create workspace page opens.

3. Enter a name and description.

4. Select a workspace type from the drop-down list.

5. Select a category from the drop-down list.

   Note: The category determines where the workspace appears in your site's main menu.

6. Click Create workspace.

The new workspace is created and appears on the Workspace Manager page under the category you selected.

Complete workspace setup

After the workspace is created, a caution icon may appear next to it on the Workspace Manager page. This icon means workspace setup is still incomplete. You must complete certain tasks before the workspace appears in the navigation menu and is ready to use. Hover over the caution icon to see details about the pending tasks.

Depending on the workspace type, you may need to complete some or all of the following "to-do" tasks:

1. Create sections and add fields to the Item Details tab. For more information, see Configure the Item Details tab.

2. Define how workspace items are identified by selecting up to four fields from the Item Details tab to include in the descriptor. For more information, see Specify descriptor fields.

3. Create roles, assign permissions, and add users or groups to the workspace. For more information, see Set up Permissions.

4. Use the Workflow Editor to define the states and transitions that items move through. For more information, see Create a workflow map.

5. Include the states required to align with your change management process. For more information, see Workflow editor.

6. Use the Lifecycle Editor to set up transitions for revision-controlled workspaces. For more information, see Create lifecycles.

Once all tasks are completed, the caution icon disappears.