How to add your First Workspace

Adding from the Overview Tab

In order to add a New Workspace from the Overview tab, you must do the following (Similar to adding a Client):

  1. Go to your Overview Tab.
  2. Click on Add a New Workspace on the Workspaces Widget.
  3. Enter your Workspace's Information
  4. Select Save Changes

Adding from the Navigation Panel

In order to add a Workspace (or Projects, Folders, Clients, etc.), you must enable the Navigation panel (if not enabled yet) by clicking on the small arrow indicated below:

After enabling the Navigation panel, you must follow these simple steps:

  1. Click on View More at the bottom of the panel, and Enable Workspaces (if not enabled yet).
  2. Go to View All.
  3. Then, Click the Add (plus) Button.
  4. Enter the Workspace's Information.
  5. Hit the Add Workspace Button.