Customizing the Workspace

Learn more about changes you can make to the  Workspace:

• On the Workspace page, there are three default sections you start with;  Tasks that are due, Pipeline report, and Activity report.
• Select “Customize” in the upper right to edit the widgets on your Workspace, or delete widgets to remove them. For example, add widgets to create separate task sections for each calendar, or pipeline reports by user. You can also click and drag widgets to rearrange your Workspace.
• Tasks that are due
  
  • If you have multiple calendars, select which tasks you’d like to see.
  • Select the timeline for tasks you’d like to see. Choose tasks due today, due today or tomorrow, due in the next 7 days, due in the next 30 days, due anytime in the future, or overdue tasks only.
  • If you have multiple users, select to view additional user’s tasks.
  • Select whether you’d like linked contact details to show an avatar/initials only, or the full contact badge/name.
• Pipeline report
  
  • If you have multiple users, select whether you’d like to see everyone’s pipeline items, a specific team’s pipeline items, or individually select user(s) to see only their pipeline items.
  • If you have multiple pipelines, select which pipelines you’d like to see.
• Activity report
  
  • If you have multiple users, select whether you’d like to see everyone’s activity, a specific team’s activity, or individually select user(s) to see only their activity.
  • Select to show all activity, or choose to only show certain types of activity.
• Agenda
  
  • The Agenda is not included by default, but can be added to show your events for the day.
• Under the “Calendar” option on the right, select whether you’d like the calendar sidebar panel to appear or not. You can also choose which other user’s calendars you’d like to see there.
• Please note: if you don’t see the option to choose specific users, you either do not have additional users, or do not have access to other user’s data.
• After you’ve filtered to pipeline items or activity, that setting will be automatically saved for the Workspace. However, this setting applies only to the Workspace page, and will not change any filters that you may have set on other pages, including pages under the Reports section.