What are Workspaces?
Workspaces in GetSales.io function similarly to folders, allowing you to neatly organize your automations. You can find them on the Automations page.
Why Use Workspaces?
Efficient Organization: Workspaces streamline the organization of your automated tasks, making it easier to manage and delegate responsibilities for different Automations.
How to Manage Workspaces:
Creating a Workspace:
On the Automations page, click 'Add Workspace'. The new workspace will appear in the list on the left side.
Editing and Deleting a Workspace:
To edit, hover over the workspace name until three dots appear next to it.
Click on these dots to see options for 'Edit' and 'Delete'.
Select 'Edit' to change the workspace name. If changes don't appear immediately, refresh the page.
To delete a workspace, choose 'Delete' from the same menu.
Important Considerations
Deleting Workspaces and Automations:
Be aware that deleting a Workspace will also delete all the Automations within it. These Automations will not be displayed as Archived for now, but it won't impact the analytics.
Transferring Automations:
If you wish to keep the Automations but no longer need the Workspace, you can transfer the Automations to another Workspace. To do this:
Click on the 'Config' button on the Automation within the Workspace.
In the modal window that opens, change the Workspace to the desired one.