Account & Work Spaces

Learn how to set up your Beenia account and organize your work efficiently using customizable workspaces.

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Understand the account structure

To fully leverage Beenia, it's important to understand its account structure, designed to keep your team organized and efficient. With customizable workspaces, team member roles, and integrated tools, Beenia helps you streamline workflows, track goals, and foster collaboration across your team.

Creating a workspace

Creating a workspace in Beenia is the key to organizing your team’s projects, tasks, and goals. By naming your workspace, customizing settings, inviting team members, and defining clear goals early on, you set the foundation for efficient collaboration and streamlined workflows.

Manage Workspace Settings

Effectively managing your Beenia workspace settings is key to creating a streamlined and productive environment for your team. By tailoring your workspace to your team’s needs, you can save time, stay organized, and keep everyone focused on what matters most—whether it’s through customizing apps, managing activities, or maximizing privacy and collaboration.

Dashboard & MyView

The Beenia Dashboard and MyView centralize your tasks, goals, and meetings, helping you stay organized and focused. Customize your Dashboard for key metrics and use MyView for a clear, actionable to-do list, while batch editing and linking activities to goals ensure efficiency and alignment across your team.

Search & Notifications

This article covers how to effectively use Beenia’s search and notifications features to stay organized, track task changes, and improve productivity. It provides practical tips for filtering search results and managing notifications to ensure you never miss important updates.

User Profile

The User Profile in Beenia lets you customize your workflow with features like GTD settings, activity email creation, account integration, and Zapier automation. Learn how to optimize your dashboard and manage tasks effortlessly to boost your productivity.

Account Administration

Learn how to optimize your Beenia account settings to fit your team's unique needs. From managing team members and workspaces to creating custom fields and selecting the right plan, this guide helps you streamline your workspace for maximum efficiency and collaboration.

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