Workspaces and the workspace panel

Think of workspaces as shared storage where you can:

• Organize items: Organize folders, sheets, reports, forms, and dashboards for easy team access.
• Centralize content: Search, review, and collaborate on project documents, media, and anything your team needs in one place.
• Simplify sharing: Share a workspace once to grant access to all items, or apply permissions to specific items if needed.
• Manage access: Control user permissions and workspace access.

Learn more about sharing a workspace and managing items within it.

Create a new workspace

There are multiple ways to create workspaces.

From the left navigation bar

1. On the left navigation bar, select the +Create button to display the menu of options.
2. Select Workspace.

Alternatively, you could select a new item to create and use the Location dropdown to select New workspace. This creates your new item in a net new workspace.

3. Once in your workspace, the workspace panel displays to the left of your screen.
4. Use the +Add to workspace button at the top of the workspace panel to add items.

From Home

1. Select Home and use the +Create button on the top-right corner to display the menu of options.
2. Select Workspace.

Alternatively, you could select a new item to create and use the Location dropdown to select New workspace. This creates your new item in a net new workspace.

Find your workspace

To access your new workspace, go to Home and use the Workspaces or Recents tab to find your workspace by name.

In the workspace panel, select the Star icon at the top to favorite your workspace. This helps you find it under the Favorites tab in Home as well. 

Work with the workspace panel

When you open an item in a workspace, the workspace panel  Brandfolder Image  appears on the left.  

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In the workspace panel, you can:

• Open the file library
• Create new items.
• Rename your items or your workspace. To rename the workspace, select the workspace name and start typing.
• Favorite or remove items.
• Drag and drop items between folders to relocate them within the same workspace.
• Share your workspace.
• Select Open in browse to access attachments, comments, and other workspace-wide features.
• Select the Workspace panel  Brandfolder Image icon to collapse it.
• Right-click items to take extra actions.

Things to know

• Leave the workspace panel open so you can access it directly the next time you visit that workspace. Each item has its own state, depending on whether the panel was open or closed the last time you visited it.
• Hover over the workspace panel's right edge, then drag it to narrow or widen it.
• Save and refresh the page to see any changes in the workspace.
• Navigating to a workspace through a direct URL directs you to the workspace's landing page.
• To find who shared a specific workspace with you, go back to your email and search for the workspace name. The email notification shows you who shared it with you.
• If you copy a workspace using the Save as New… option from Browse, the modal states that copying Sharing Options applies only to the workspace, not to the unique permissions of its internal collections. Anyone with access to the new workspace can access its collections.
• If you belong to more than one plan, the grey chip at the top of the workspace panel tells you which plan that specific workspace belongs to.

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