When you're creating a project, you also create a project workspace. If you need to establish distinct lines of communications with participants or store files that not everyone should have access to, you can created related workspaces for that project.
When you should create a related workspace
Adding a related workspace within a project is a great tool if you're working with multiple clients or vendors on a project and:
Need to keep some files private from other participants
Need to email certain participants separately
Create a related workspace
Once your related workspace is live, you can add more participants, send files, or use the activity feed to send emails just to these workspace participants.
Find and open the project that you want to create a related workspace for by using the search bar or accessing the project workspace's Activity or Files tabs
At the top of the right menu, select the triple-dot icon > select Add Workspace
Select which type of project workspace you want to add
Select Client Workspace to create a workspace that's trackable on your pipeline by default
All other workspace types won't appear on your pipeline by default (but you can change this using the Stage drop-down menu)
Add a participant to the workspace
Toggle between workspaces
At the bottom of the right menu, select which related workspace you want to be in.
Rename a related workspace
Hover your cursor over the workspace's name
Select the name
Add the updated name to the workspace
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