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Import and Configure Workspaces

Duration: 4 minutes 12 seconds

Configuration

Learning Objectives

After watching this video, you will be able to:

  • Create and configure workspaces, including activating them for use.

  • Import multiple workspaces in bulk and assign them within the organisational hierarchy.
  • Understand how users interact with workspaces, including access, switching locations, and task visibility.

  • Analyse and filter reports by workspace to monitor performance at a location level.

Video Overview

This video introduces workspaces and shows how to create and manage them within the system. It covers setting up a workspace manually, importing multiple workspaces in bulk, and organising them within the hierarchy.

It also explains how users interact with workspaces, including switching between locations, viewing tasks, and filtering reports to track performance at each location.