You use workspace fields to set values that relate to a Workspace. You can assign a value to each field of a Workspace to store relevant information. 


In addition, you can also use Workspace fields to organize your Workspaces into logical groups, so that they appear in folders for everyone on their Workspace menu.

As a tenant’s administrator, to create fields for your organization to use:

  1. Go to your Profile menu > Tenant settings
  2. Click Workspace fields
  3. Provide a name for your label
    • As you require, click Add again, and provide names for additional labels.


As a tenant's administrator, to organize Workspaces you configure the Default view:

  1. Go to your Profile menu > Tenant settings
  2. Click Workspace fields
  3. Set the Default View to Grouped.
    • This applies the folder structure across your organization.
  4. Drag and drop fields into the Dashboard Grouping
  5. Move the fields around to create the structure you desire, to create a folder structure.
  6. Click Update to commit your labels


Example


To organize your Workspaces into folders so that Workspaces appear under their department and account, set the Default View as follows:

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When creating a new Workspace or configuring Workspaces, you specify the fields you add:


The workspace now appears under the Department > Account folder on the Workspace menu.

Challo displays new folders or reuses folders as necessary.