1. A. Click on Projects/workspace from the top navigation menu to access all active workspaces, projects, folders, and collaboration areas within the organization.
B. The left-side navigation panel displays all available workspaces and projects. Users can quickly access, expand, or manage their assigned workspaces from this section.
C. Click the + icon beside the Projects/Workspace section to create a new workspace or project under the selected organizational structure.
D. Select Create Workspace from the dropdown menu to start creating a new collaborative workspace for teams, departments, or projects.
2. A. Type the workspace name to define the project, department, or operational area clearly for all users.
B. Choose whether the new item should be created as a Folder or a Project Workspace based on operational requirements and team collaboration needs.
C. Click Create to generate the new workspace and make it available in the Projects/Workspace module.
3. The newly created workspace will now appear in the workspace list and left-side navigation panel for quick access and management.
4. Open the Task tab to create, assign, monitor, and manage tasks within the workspace.
5. The Documents tab allows teams to upload, share, and organize project-related files and documentation centrally.
6. Use the Team tab to assign members, departments, and collaborators to the workspace.
7. The Budget Report section provides financial visibility including budgets, spending, revenue tracking, profitability, and utilization insights.
8. The Activity tab displays workspace activity logs, updates, operational changes, and user actions performed within the workspace.
9. The Details section stores workspace-related information including project summaries, ownership, timelines, and reporting structure.
10. Open Settings to configure workspace permissions, operational controls, visibility settings, and workspace preferences.
11. The Notifications & Alerts section allows users to configure reminders, assignment alerts, status notifications, collaboration alerts, and productivity updates.
12. A. Click the workspace action menu to access additional workspace management options.
B. Select Assign Group to add individual team members or entire departments into the workspace for collaboration and task execution.
13. Choose Member Assign to manually add individual employees to the workspace.
14. A. Switch to Department Assign to add an entire department or team into the workspace at once.
B. Choose the required department from the department dropdown list.
C. The system displays all available departments configured within the organization for quick assignment.
15. After selecting a department, choose the employees you want to assign from the department member list.
Click Add Member to assign the selected users into the workspace.
16. A. Tick the checkbox beside the required employee names to select users you want to assign into the workspace.
B. You can select multiple team members at the same time for bulk assignment into the workspace.
C. Selected users will be highlighted and automatically added into the member selection field at the top.
D. Click Add Member to assign all selected users into the workspace team list and grant workspace access.
17. Use the delete icon beside a member name to remove the assigned user from the workspace whenever required.
