Workspace Management

Learn how to create, organize, and manage workspaces in Custojo

Workspace Management

Workspaces in Custojo provide a structured environment for organizing your teams, projects, and resources. This guide covers everything you need to know about creating and managing workspaces effectively.

Organize Your Business

Workspaces help you organize your business operations by providing dedicated environments for different departments, teams, or clients. With proper workspace management, you can maintain clear boundaries, streamline workflows, and ensure the right people have access to the right resources.

Workspace Basics

What is a Workspace in Custojo?

A workspace in Custojo is a dedicated environment that contains projects, team members, and resources. Workspaces can represent:

  • Different departments within your organization
  • Separate client accounts
  • Different business units
  • Distinct project categories
  • Separate teams or functional groups

Each workspace has its own set of users, projects, settings, and resources, allowing for clear separation and organization.

Creating a New Workspace

1

Navigate to Workspace Settings

Click on your profile icon in the top-right corner, then select "Workspaces" from the dropdown menu.

2

Click "Create New Workspace"

Look for the "+ New Workspace" button at the top of the workspaces page.

3

Enter Workspace Details

Fill in the following information:

  • • Workspace Name: A clear, descriptive name
  • • Description: A brief overview of the workspace purpose
  • • Workspace URL: A unique identifier for your workspace (e.g., yourcompany.custojo.com)
  • • Logo: Upload your company or team logo (optional)
  • • Industry: Select the industry that best matches your workspace
4

Configure Workspace Settings

Choose additional settings:

  • • Time Zone: Set the primary time zone for the workspace
  • • Date Format: Choose your preferred date display format
  • • Currency: Select the primary currency for financial transactions
  • • Fiscal Year: Define when your fiscal year begins
  • • Language: Set the default language for the workspace
5

Create Workspace

Click "Create Workspace" to finalize. You'll be redirected to your new workspace dashboard.

Note:

Pro Tip: Choose a clear naming convention for your workspaces to make navigation easier as your organization grows. Consider including the department, client, or purpose in the workspace name.

Managing Workspace Members

Adding and Managing Users

  1. 1

    Go to Workspace Settings

    Click on the gear icon in the workspace navigation menu.

  2. 2

    Select "Members"

    Navigate to the Members tab in the settings menu.

  3. 3

    Click "Invite Members"

    Look for the button to add new members to your workspace.

  4. 4

    Enter email addresses

    Add the email addresses of the people you want to invite.

  5. 5

    Assign roles

    Select the appropriate role for each new member.

  6. 6

    Send invitations

    Click "Send Invites" to email invitations to the new members.

Workspace Settings and Customization

General Settings

Customize your workspace's basic configuration:

  • Workspace Name & Logo

    Update your workspace identity

  • Theme & Appearance

    Customize colors and branding

  • Time & Date Settings

    Set timezone and date formats

  • Language

    Set default language for the workspace

Advanced Settings

Configure more specialized options:

  • Security Settings

    Configure password policies and 2FA requirements

  • Billing & Subscription

    Manage payment methods and plans

  • Integrations

    Connect with third-party services

  • Custom Fields

    Create custom data fields for projects and tasks

Workspace Templates

Standardize Your Workspaces

For organizations that need to create multiple similar workspaces, templates can save time and ensure consistency.

Creating a Template

  1. 1

    Set up a workspace with the desired structure and settings

  2. 2

    Go to Workspace Settings

  3. 3

    Click "Save as Template"

  4. 4

    Name your template and add a description

  5. 5

    Choose which elements to include (roles, settings, etc.)

Using a Template

When creating a new workspace, select "Use Template" and choose from your saved templates.

Templates save time and ensure consistency across similar workspaces.

Workspace Analytics

Monitor Workspace Performance

Track workspace activity and performance with built-in analytics:

Available Metrics

  • Activity

    User engagement and login frequency

  • Project Status

    Overview of all project progress

  • Resource Utilization

    Team workload and capacity

  • Financial Overview

    Budget tracking and revenue

Generating Reports

  1. 1

    Go to the workspace's Analytics tab

  2. 2

    Select the type of report you need

  3. 3

    Configure filters and date ranges

  4. 4

    Export as PDF, CSV, or share directly

Workspace Archiving

When a Workspace is No Longer Needed

  1. 1

    Go to Workspace Settings

  2. 2

    Click "Archive Workspace"

  3. 3

    Confirm the action

Archived workspaces:

  • Are removed from active workspace lists
  • Remain accessible in the Archives section
  • Can be restored if needed
  • Do not count against your workspace limit

Best Practices

Workspace Management Best Practices

  • Clear Structure: Create a logical organization of workspaces
  • Consistent Naming: Use a standardized naming convention
  • Role-Based Access: Assign appropriate permissions
  • Regular Maintenance: Archive inactive workspaces
  • Templates: Use templates for consistent workspace setup

Next Steps

User Roles & Permissions

Learn how to manage access control in Custojo.

Managing Projects

Discover how to create and organize projects within workspaces.

Note:

Pro Tip: For large organizations, consider creating a workspace hierarchy that mirrors your organizational structure to make navigation and management more intuitive.