Workspace - Proddy Docs

What is a Workspace? A Workspace is the primary container for your team’s collaboration in Proddy. It houses all your channels, message history, and member directory. It serves as your comprehensive entry point; navigate from here to access settings, switch teams, or launch integrated features.

Creating a Workspace

To create a new workspace:

Open the sidebar
Click on the current workspace
Click Switch Workspace
Select Create Workspace
Enter new workspace name
Click Create

Joining a Workspace

You can join an already existing workspace. For this, ask your team member to share a link and a code for the workspace. To learn more about sharing a workspace, click here. Then,

Sign in to Proddy AI
Paste the link in your web browser.
Enter the 6-digit alphanumeric code shared with you.
You should now be able to access the shared workspace.

Renaming a Workspace

To rename a template

Open the sidebar
Open Manage [https://www.proddyai.app/workspace/workspaceId/manage]
Under Workspaces find the Workspaces Settings
Type in your new workspace name in Workspace Settings section
Click Save

Deleting a Workspace

Open the sidebar
Open Manage [https://www.proddyai.app/workspace/workspaceId/manage]
Under Workspaces find the Workspaces Settings

Click on Delete Workspace
Confirm your decision and click Delete

Caution: This move is not reversible; please discuss it with your team before deleting.

Switching between Workspaces If you are a member of multiple workspaces, you can switch between workspaces, reducing the hassle time to switch between apps. For this

Open the sidebar
Click on the current workspace
Click Switch Workspace
Either switch to an already existing workspace or create a new workspace

Working with a Workspace

Your workspace is where you collaborate with your teammates to enhance your workflow. Think of it as your digital office. The dashboard of your workspace gives you a glimpse of everything that has happened and gives you an overview when you log in. This is where the magic starts. Proddy AI Proddy AI is your personal assistant to help you through your workflow. You can interact with it and ask for any doubts regarding the workspace. To access it:

Open the sidebar.
Click on Proddy AI.

Go ahead and type in “What are some tasks assigned to me?” to start off a conversation. For more info on our Proddy AI, refer to the link below:

Proddy AI

To know how we use your data, please refer to our Privacy Policy and Terms and Conditions. Workspace Overview This pane gives you a summary of your workspace. It shows any scheduled events, chats and mentions, assigned tasks, notes and much more. Feel free to explore any of the features. If you feel stuck, please refer to the links below.

Calendar
Notes
Canvas
Tasks
Threads
Boards

Notifications

You can find all your notifications from your workspaces gathered in one place. These might be from your general channel, DMs or any tasks you have been assigned.

To find your notifications, click on the notifications icon on the top right of the workspace in the navigation bar. Search Bar The search bar provides an easy and effective way to search for anything inside your workspace. To open the search bar either press Control + K on Windows or Command + K on Mac Or click on the search bar on top of the Dashboard.

Customising Dashboard

Layout You can customise your dashboard to look and feel like you want. To move around and customise the dashboard, follow the steps as given below: To resize views: