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Creating and searching for a related workspace
Creating and searching for a related workspace

How to create or search for a workspace within a project

Updated over a week ago

Got a handle on what workspaces are? Great—so you know that creating a project will automatically create a new workspace. But you can also add additional related workspaces within a project, allowing you to create separate lines of communication with participants and store files & documents that will only be visible to that workspace's participants.

To add or delete a related workspace within a project:

1.  Navigate to the project that requires an additional workspace.

  • Search via the search icon in the top left corner of your home page, or select the Projects tab to review your full list of Projects.

  • Creating a new project? Learn how here.

2.  In the grey Only visible to you section to the right of the project, click the 3-dot icon.

3.  Select Add Workspace.

4.  Now, you'll be prompted to choose the relevant type of workspace.

5.  Enter the name and email for the first participant you'll be adding to this related workspace.

  • Workspace participants can be brand new contacts, but you can also add participants who are currently members of other workspaces.

  • This initial participant is just that—the first one. You can add more participants once the workspace has been created.

6.  Click Add.

Your new, related workspace is now live! You can add more participants, send files, or use the activity feed to send emails just to these workspace participants. 

You can always toggle between workspaces by selecting the workspace at the bottom of the grey Only visible to you section, under Related Workspaces.

PLEASE NOTE: Selecting Client Workspace will create a workspace that's trackable in your pipeline. All other workspace types will default to Do Not Track on Pipeline— though you can always changes that manually from the Stage dropdown.

To review a full list of projects that have been marked as do not track on pipeline, follow the steps outlined here!

PLEASE NOTE: Once inside the intended project, you can always update the stage from do not track on pipeline to anything else.

Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!

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