Creating a workspace

Creating a Workspace in Beenia

Workspaces in Beenia are the foundation for organizing your team’s projects, tasks, and goals. Setting up a new workspace is quick and straightforward, but taking a few extra steps at the beginning can make a big difference in how effectively your team collaborates.

How to Create a Workspace

Navigate to Homepage Dashboard:

• Click the "Add Workspace" button.

Name Your Workspace:

• Choose a clear and descriptive name, such as Marketing Campaigns or Product Development.

Customize Settings:

• Access the workspace settings to adjust permissions, visibility, and app availability.

Invite Team Members:

• Add team members by sending email invitations. Assign roles, such as admin, editor, or viewer, to control access and responsibilities.

Key Setup Tips for a New Workspace

Define Goals Early:

• Set initial goals that align with your team’s priorities. Clear goals help structure tasks and keep everyone focused.

Enable Relevant Apps:

• Decide which apps your workspace needs, such as Activities, Goals, or Meetings. Deactivate unnecessary apps to keep things tidy.

Customize Task Statuses:

• Create custom statuses (e.g., In Progress, Under Review, Completed) that reflect your team’s workflow.

Organize Activities:

• Set up columns in your activity board, such as January 25, February 25, and March 25. This provides a clear visual overview of your tasks.

Pro Tips for Success

• Use Workspaces Strategically:
• Create separate workspaces for different departments or projects to avoid clutter.
• Set Rules for Automation:
• Take advantage of Beenia’s rule-based logic to automatically assign tasks to goals.
• Communicate Expectations:
• Share with your team how the workspace will be used and encourage feedback to refine the setup.

Conclusion

A well-organized workspace sets the stage for efficient collaboration and goal achievement. By taking the time to customize your workspace and align it with your team’s needs, you ensure a smooth start and a productive workflow. Start creating your first workspace in Beenia today!