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What Are Workspaces? What Are They Used For?

John
John
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Xenia's Workspaces feature allows you to manage your work orders, tasks, and inspections across multiple, independently operating locations. With Workspaces, you can create separate workspaces for each location, making it easier for managers to toggle between locations and view work order and task boards, operational templates, chats, and more. This guide will walk you through the process of creating, customizing, and managing Workspaces in the Xenia app.
Please note that the Multi-Workspaces feature is only available with the Enterprise Plan.

Creating a Workspace

  1. Log in to your Xenia app dashboard on the web.
  2. Locate the left-hand navigation pane, and click on the “+ Add Workspace” button.
  3. A full-screen pop-up will appear, prompting you to provide a name for your new workspace (this is a required field). Optionally, you can also add a color for your workspace by clicking on the circle next to the name field, which will display a dropdown menu with six color options.
  4. Click "Next" to proceed to the avatar customization step. By default, the avatar will display the first letter of your workspace name. You can change the avatar color or override it with a custom image.
  5. Optionally, you can invite users to your new workspace by entering their email addresses. If you prefer, you can skip this step and invite users later.
  6. Once you've completed the setup process, click "Create Workspace" to finalize your new workspace.

Switching Between Workspaces

  1. To switch between workspaces on the web app, locate the left-hand navigation pane.
  2. Click on the workspace name at the top of the pane to reveal a dropdown menu listing all your workspaces.
  3. Select the desired workspace to switch to it.
On the mobile app, you can switch between workspaces by:
  1. Tapping the hamburger icon on the top left corner of the screen.
  2. Selecting the desired workspace from the list that appears.

Editing a Workspace

  1. To edit a workspace, navigate to the "Settings" tab --> "Workspace" section in the web app.
  2. On this screen, you can edit the workspace title, avatar icon, and time zone. To change the avatar color, click on the dropdown menu next to the avatar.
  3. Once you have made the desired changes, click "Save" to apply your edits.

Deleting a Workspace

To delete a workspace from the "Workspace" section:
  1. Locate the workspace you wish to delete on the "Workspace" section within the "Settings" tab in the web app.
  2. Click the "Delete Workspace" button.
  3. A confirmation modal will appear, asking you to confirm your decision. Click "Yes, delete" to permanently delete the workspace.
To delete a workspace from the "My Workspaces" tab:
  1. Locate the workspace you wish to delete on the "My Workspaces" section within the "Settings" tab in the web app.
  2. Click the trash bin icon next to the workspace name.
  3. A confirmation modal will appear, asking you to confirm your decision. Click "Yes, delete" to permanently delete the workspace.

Conclusion

Xenia's Workspaces feature provides a powerful solution for managing work orders, tasks, and inspections across multiple locations. By following this guide, you can easily create, customize, and manage workspaces in the Xenia app to suit your organization's unique needs. If you have any questions or require further assistance, please feel free to reach out to our support team.

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