Workspaces

Think of a Workspace as a place for people to manage their Tours.
Now you can create clear, high-level organization for all your teams, projects, or use cases related to your Interactive Demo strategy.
  • Organize easily by Teams so there’s no confusion on who’s working on what
  • Separate by use case (like website or event tours)
  • Differentiate by language or location (English and Spanish, or U.S. and Spain)

Creating a new Workspace

  1. 1.
    Create a new workspace by clicking the plus button.
  2. 2.
    Now, let's name your new workspace
  3. 3.
    Once you create your new workspace, you can start moving your tours inside those spaces.
    1. 1.
      Under the tour's menu, select the menu option 'Move to Workspace'.
    2. 2.
      Then choose the workspace you'd like to move it (ex: Demand Gen) to and click the 'Move to Demand Gen' button.
    3. 3.
      Now when you click on the Workspace, you'll see the tours you've added.

Editing or Deleting a WorkSpace

  1. 1.
    To edit or delete a workspace, click on the pencil icon
  2. 2.
    Then, you can either rename the workspace or delete it.
    1. 1.
      Note: If you delete a workspace that has tours in it, then those associated tours will be automatically moved back to the main Tours page.
Last modified 19d ago