Working with workspaces

Workspaces are a very powerful and flexible concept of Feng Office for organizing information and controlling user rights. On the other hand, workspaces are not easy to understand for everybody, so make sure you know how to make use of this feature.

All information in Feng Office can be organized in workspaces. While advanced editions add the possibility to organize information around clients, projects or folders, workspaces (available in all Feng Office Editions) can frequently be used in a similar way.

Here are some facts about workspaces:

• A workspace can be used to represent different concepts for the organization of information. Workspaces are a generic concept; they get their meaning from the way your team uses them.
• Workspaces can contain other workspaces. In other words, you can build hierarchies of workspaces with up to 10 levels. (But be careful: Too many workspaces or a complex structure bear the potential of putting information into the wrong workspace, which makes it invisible for the intended audience or even accessible for unauthorized users.)
• Workspaces are different from traditional folders (as defined in other systems) in the respect that you can not only see what's inside a workspace but also what's inside all sub-workspaces of that workspace. That's the reason why workspaces are much more like filters than like traditional (file systems') folders.
• Workspaces are used to control permissions in Feng Office. You can grant a user the right to work with a certain workspace and hide another workspace completely from her. There are even more detailed permission parameters (which are discussed in more detail on the understanding user rights page).

The most obvious way to select a workspace is to have the left sidebar open and to click on a workspace. As long as you don't hide your sidebar, this is the preferred method.

If your left sidebar is hidden, then you have the following possibilities:

1. Click somewhere below the arrow button in the sidebar. This will open the left sidebar only temporarily; as soon as you move your mouse pointer outside the sidebar, it will disappear automatically.

On the dashboard (Overview tab), you not only see the name of the current workspace (Products & Services in this example) but also usually a description of the workspace as well.

In list views, there is no workspace title. But for every item in the list, you can see the workspace it belongs to (next to each item, in the color of the respective workspace).

There are two ways you can edit the workspace properties. The most common way is to select a workspace in the left sidebar and then click on the edit icon next to it:

If you are an administrator, you can go to the administration panel. There, you get a hierarchical list with all workspaces in your Feng Office installation that lets you edit or delete any workspace:

Since workspaces are hierarchical, every workspace has its Parent Workspace. By changing this setting, you can move a workspace to another position in the workspace hierarchy. When doing so, Feng Office will ask you: Do you want to inherit all permissions from the parent workspace? Click OK to inherit the permissions from the new parent workspace, or click Cancel if you want to keep only the existing permissions for your workspace.

Workspaces can be deleted either on the Edit Workspace screen (there you can delete only that specific workspace) or in the Workspaces section of the administration panel (if you are an administrator).

Feng Office automatically creates a personal workspace for every user. As long as the default settings are not changed, objects in this workspace are only visible to their owner.

At the beginning, we told you that all information in Feng Office is organised in workspaces. But once more, workspaces are not as simple as folders: Most information types can belong to more than one workspace at once - only a few information types can only be assigned to one single workspace at a time.

When you are editing a single workspace object, the first thing you see is the current workspace (Customer Success in this example):

Clicking on the current workspace brings up the workspace tree from the left side panel that lets you select another workspace (but only one):

The following object types are single workspace objects:

• Milestones
• Tasks

When you are editing a multiple workspace object, you will see the workspace tree very much like in the left sidebar (including the filtering option). This lets you assign as many workspaces as you like for that object.

The following object types are multiple workspaces objects:

• Notes
• Contacts (includes a text field for roles)
• Companies
• Documents
• emails¹⁾
• Events²⁾
• Task templates
• Web links³⁾

If you do not explicitly change it, objects are allocated to the current workspace by default. If you set the workspace selector to All then a new object is allocated to your personal workspace by default.

The trash is a special workspace which contains objects that have been deleted (or more precisely: moved to the trash).