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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.
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  2. 2.
    Now, let's name your new workspace
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  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'.
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    2. 2.
      Then choose the workspace you'd like to move it (ex: Demand Gen) to and click the 'Move to Demand Gen' button.
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    3. 3.
      Now when you click on the Workspace, you'll see the tours you've added.
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Editing or Deleting a WorkSpace

  1. 1.
    To edit or delete a workspace, click on the pencil icon
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  2. 2.
    Then, you can either rename the workspace or delete it.
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    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