Creating a Project Workspace in Central Desktop is a great way to manage a team’s project, by centralizing important documents and collaborating with your team to get the job done in an efficient manner. Having a Project Workspace reduces the clutter that is often found in the form of email attachments and users trying to navigate MS Outlook as a form of file management. Below are steps to creating an effective Project Workspace in Central Desktop.
- In the Workspace Creation Wizard, you have two options to choose in creating a Project Workspace – ‘Project Workspace’ template or ‘A La Carte’ template
- Choosing the ‘A La Carte’ option allows for flexibility as one can cater to the specific needs to the project or the team
- Make sure you go through the below checklist of what the team may need to ensure the proper tabs and tools are in place to make your Project Workspace effective:
o Does your team need…
- A document repository to house important documents where they can collaborate and finalize the documents or share files (Files & Discussions tab)
- An area for Milestones, Tasks Lists and Tasks for Project Management (Tasks tab and Milestones tab)
- A Calendar to keep a general overview of all tasks and events for the team (Calendar tab)
- Time tracking to record the amount of time team members spend on tasks (Time tab)
- Choose the appropriate tabs in the Workspace Creation Wizard to show in your new workspace
- You can now use the workspace to manage the project or team
For more information, follow the link What is a Central Desktop Workspace? or How to Get Out of Attachment Hell – Set up Project Workspaces. For help topics on workspaces follow the link Help Topics on Workspaces.
