Customizing Workspace

This article walks you through the basics of Workspace and guides you in customizing Workspace step by step.

What is Workspace?

Workspace is the homepage of the system. It can help you to deal with all kinds of businesses quickly. You can customize the workspace as needed, including selecting page layouts, creating shortcut entrances, adding charts, and setting up frequently used apps. Admins can also set default workspaces for employees in advance.

Demonstration

Take the Right Sidebar layout component and add all page components as an example:

Prerequisite

This is a paid feature. For details, see Understand Your Account Usage and Limits.

How to Customize Desktop-view Workspace?

In Set up Default Workspace, admins and members can customize their own workspace based on their needs. By configuring Set up Default Workspace, employees can clearly view the business information related to themselves, and various information systems can be integrated to avoid information silos in the enterprise. At the same time, business notifications can be pushed to employees in time to improve their efficiency.

If you are Admins

Step 1 Go to Workspace in Jodoo and click Set up Default Workspace to come to the settings page.

Layout Component(s)

There are three types of layout components in Workspace:

Left Sidebar
Right Sidebar
Single Column

1. Add layout components.

You can add a suitable layout component by dragging and dropping according to business demands.

Note:

1. Page components can only be added after layout components are added.

2. Up to five layout components can be added.

2. Switch layout components.

After a layout component is added, click on the right side of it to switch to another layout component. Take switching from Left Sidebar to Right Sidebar as an example:

3. Delete layout components.

If the added layout components are no longer needed, click and then Delete to delete them.

4. Sort layout components.

You can sort layout components by dragging and dropping according to actual demands.

Page Components

1. Workflow Center

In Workflow Center, the details involved in workflows are displayed. They include My Tasks, Initiated, Processed, CC me, and Initiate Workflow.

Note:

1. The Workflow Center component cannot be deleted.

2. The tasks related to workflow processing in Workflow Center cannot be edited.

3. Up to one Workflow Center component can be added in Workspace.

4. You can sort the Workflow Center component by dragging and dropping.

2. My Apps

In the My Apps component, apps can be installed or created by enterprises or enterprise employees through sharing links and creating their own in Workspace.

Note:

1. The My Apps component cannot be deleted.

2. Apps in the My Apps component cannot be edited on the Set up Default Workspace page.

3. You can only add one My Apps component to Workspace.

4. You can sort the My Apps component by dragging and dropping.

You can set multiple app groups for your business. Currently, only the owner and super admins can set app groups. App Group Apply To includes Owner and super admins and All members. You can set at most 50 app groups.

Owner and super admins: The system will show the app groups set by the owner and super admins. For members, all apps will be shown without any app grouping.
All members: All members in the enterprise share one app group. The system will display apps on which they have permissions.

3. Shortcut

a. In the Shortcut component, an App and Website can be added for easy access by enterprise employees in Workspace. You can add Shortcut components to Workspace by dragging and dropping.

b. After the Shortcut component is added, you can click to configure Title and Shortcut Style for the component.

c. If you have added apps or websites in Components > Shortcuts List, you can go to Shortcuts to customize the entries' title, icon, and opening method.

Note:

1. The Shortcut component can be added, deleted, and sorted by dragging and dropping.

2. The content of the Shortcut component can be edited, deleted, and so on.

3. You can add up to five Shortcut components to Workspace.

4. The total amount of apps and websites added in the Shortcut component cannot exceed 50.

5. Only apps, forms, dashboards, and other content, to which you have viewing permission, can be added.

4. Charts

The Charts component can directly display dashboards in Workspace, which is convenient for employees to view and manage data directly. You can add a Chart component to the Workspace and select the corresponding dashboards.

Note:

1. The Charts component can be added, deleted, and sorted by dragging and dropping.

2. Only stats in dashboards, to which you have the view permission, can be added.

3. Up to 20 Charts components can be added on mobile and PC.

5. Rich Text

a. In the Rich Text component, Jodoo Workspace can push and promote news notifications and announcements through text content. Add and edit the Rich Text component by dragging and dropping according to actual demands.

b. After adding a Rich Text component, click to edit the text content, and click to adjust the color.

Note:

1. In Workspace, only one Rich Text component can be added.

2. The Rich Text component can be added, deleted, and sorted by dragging and dropping.

6. Banners

In the Banners component, you can add images that can be played back in a loop in Workspace. You can add a Banners component by dragging and dropping and create and set up corresponding images according to actual demands.

Fill Style of the Banners component includes:

Center
Fill
Stretch

If you click a single image, you can also set Display Content and Hyperlink:

Note:

1. Only one Banners component can be added in Workspace.

2. The Banners component can be added, deleted, and sorted by dragged and dropped.

3. The max size of a single uploaded image is 5 MB and up to ten images can be uploaded.

4. Supported image formats are JPG, JPEG, PNG, and GIF.

7. My Favorites

a. In the My Favorites component, you can favorite frequently-used apps, forms, and dashboards according to actual business needs. You can add the My Favorites component by dragging and dropping.

b. After the My Favorites component is added, employees can click the Favorite button on the left side of apps, forms, and dashboards in Workspace to favorite them.

c. After favoriting, you can view what you have favorited in the My Favorites component. You can also click Account Center > My Favorites to view them.

Note:

1. You can only add one My Favorites component to the Workspace.

2. You can add, delete, and sort the My Favorites component by dragging and dropping.

3. Admins do not need to configure the content of the My Favorites component. Members can favorite frequently-used apps, forms, and dashboards according to actual business needs.

4. For details, see Workspace.

8. My Charts

a. In the My Charts component, you can add your own charts according to actual business demands, making it easy to quickly access the dashboard and to view and process relevant data. Admins can add the My Charts component by dragging and dropping.

b. After the My Charts component is added, you can go to Workspace and click Add on the right side of My Charts to add corresponding charts.

Note:

1. In the Workspace, only one My Charts component can be added.

2. You can add, delete, and sort the My Favorites component by dragging and dropping

3. The content of the component cannot be edited when the component is configured.

4. Admins do not need to configure the content of the component, and members can add frequently-used charts by themselves.

If you are Members

1. Members cannot access the Workspace editing page through Set up Default Workspace. They can only add content from the following two components:

My Favorites
My Charts

2. Members can also click to add apps/forms/dashboards to My Favorites.

3. Members can also click and then Favorite to add dashboards/forms as needed.

How to Customize Mobile-view Workspace?

Go to Set up Default Workspace on PC, click to sort the components of each page on mobile by dragging and dropping:

Demonstration on Mobile

Note:

1. The components displayed on mobile are the same as the components added on the virtual canvas on PC.

2. Members can add and delete content in My Charts and My Favorites on mobile.

Compatibility Instructions

Page Layout Compatibility

1. In the enterprise workspace, the page layout needs to be compatible as a layout component:

If the page layout is “left and right columns” in the original enterprise workspace, it is compatible with the Left Sidebar layout component. All Page Components should be placed within the Left Sidebar layout component.
If the page layout is Single Column in the original enterprise workspace, it is compatible with the Single Column layout component. All of the Page Components are placed within the Single Column layout component.

2. After the Set up Default Workspace is launched, regardless of whether the members have enabled Set up Default Workspace, they will directly visit Workspace.

Page Component Compatibility

1. The Shortcut and Common Apps in the original workspace are made compatible with the Shortcut component of the new workspace.

2. If the original Workspace has already enabled the Member Custom Workspace, the content in the Shortcut and Common Apps components will appear in the My Favorites component of Workspace after being made compatible.

Note:

When the contents of Shortcut and Common Apps are displayed after these two components are made compatible, only the first 50 apps will be displayed, and the parts that exceed the limit of the number of components will not be displayed.

3. The Charts component in the original Member Custom Workspace is compatible with the My Charts component of Set up Default Workspace.

4. After the launch of Set up Default Workspace, the My Favorites component will be hidden in the following two situations:

If the member workspace had been enabled, but there was no content in Shortcut and Common Apps, the My Favorites component will be empty and hidden by default after these two components are made compatible.
If the member Workspace was not enabled, the My Favorites component will be empty and hidden by default after these two components are compatible.

I have finished reading. 🏆

👉I can't wait to Design a Workspace.

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