In CoLab, a workspace is a place where files are uploaded to be shared and reviewed with other CoLab users. Within workspaces, you can create reviews. Workspaces can be organized by project, client, or other topics.
Within a workspace, you can create a folder structure to organize your uploaded files and reviews. It is advisable to standardize protocols around workspace creation, folder organization and nomenclature within your organization.
CoLab's Home Page is your home base for creating and accessing your workspaces. In this article, we’ll cover the following:
- How to create a workspace in CoLab
- How to create folders to organize your workspaces in CoLab
- How to manage your files within workspaces
- How to navigate between workspaces in CoLab
- How to manage workspace settings
Create a new workspace in CoLab
From the CoLab Start Page, click the Create Workspace button or the + New button and select Workspace from the dropdown list.
In the Create Workspace modal, you can add a workspace name, invite users and set their permission levels, copy a folder structure from an existing workspace, and enable file downloading.
Create Folders for your workspaces
You can maximize your CoLab setup by organizing your workspaces into folders. For instance, if your company plans to collaborate with external users like customers or suppliers, consider creating folders to separate workspaces shared internally with your team from those shared with external parties.
From the CoLab Start Page, click on the + New button and select Workspace Folder from the dropdown list. You will be prompted to name the folder. Once created, your workspace folder will be displayed in the list of workspaces below. Any workspaces within that folder will be nested underneath that folder name.
You can move workspaces into a folder by right clicking on the workspace name and selecting Move.
A modal will appear with the available folders where your workspace can be moved. Click on the desired folder and then select Move.
Uploading files to workspaces
Once a workspace is created, you can start uploading files to the workspace. You can create folders to organize your files, and we recommend creating a structure based on your organization’s best practices. You’ll also need to invite any CoLab users that you would like to have access to the assets within that workspace.
Navigating between workspaces
If you’re already inside a Workspace, click on the Workspace title in the top left corner to get back to the Workspace Navigator. With the Workspace Navigator open, you can view the Recent Workspaces which you have accessed, View All Workspaces, or Search Workspaces.
Managing workspaces
You can open, rename, view its settings, or delete a workspace by right clicking on the workspace name and selecting the preferred option. Note that you must be the workspace administrator in order to perform any of these actions.
You can also view workspace settings by clicking the gear icon next to the workspace name in the Recent Workspaces panel.
You can rename, enable file downloading, upload a workspace icon, remember an assigned user when leaving feedback, and delete the workspace from the workspace settings page.
To complete a broader range of actions related to workspaces as an administrator, you can navigate to the workspace management page by clicking the profile icon in the top right corner and select Admin.
Click Workspaces & Portals to navigate to the workspace management page.
On this page, you can search for and create workspaces. Clicking the icon next to a workspace lets you open it, designate it as restricted, access its settings, and leave or join the workspace. Note that only admins and creators of the workspace can access the settings.
Enhanced workspace management
Hovering on a workspace or workspace folder will now show the user additional information including the Creator and creation date. The user will also have the option to open the workspace.
Company Admins can see all workspaces in CoLab, even if they're not invited to them. These workspaces will appear greyed out, but Admins can hover over them to see the details. Clicking Open Workspace will prompt the Admin to confirm if they want to access the workspace as an Admin user.
Need help determining your workspace and file structure? Reach out to us at support@colabsoftware.com and we’d be happy to help.
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