Within this section of the documentation, you will find instructions on how to create and edit workspaces within the VIA system. For more information on the different views within the VIA boards click Here
Security Considerations:
In order for you to see workspaces, you need to be assigned to a role within the board that has the following role setting checked off within the workspaces section of the roles screen.
In order to be able to see the workspaces you will need to have the View Workspace checkbox selected
To create and edit, or delete workspaces you would need to have the corresponding checklist items selected within your role setting.
Accessing The Workspace View:
To access your workspace view, open the board you want to look at, click on the view change dropdown on the top right section of the screen and select workspace. If you don not have a default workspace defined, the view will just open blank. Any existing workspaces that you have access to will show up in the dropdown located on the top center of the screen. You can set any workspace page that you have available to you as your default by clicking on Make Default. If you set a default, the next time you load the view, your defaulted page will automatically appear.
Creating a New Workspace
You can select the + to the right of the workspace dropdown screen to see a list of all the add options. To create a new workspace; click on the + and select New Workspace.
NOTE: If you have an existing workspace that you would like to start with (perhaps some of the existing widgets or grid headers you would like in a new workspace) you can click on Copy Workspace and then you can make changes to your new workspace.
Once you select new workspace you will be asked to give your new workspace a title. You will also be asked if you want to make your workspace public or private. Private workspaces mean that only the person who created the workspace will be able to see it. A public type workspace will allow for anyone who has the security setting checked to view workspaces to be able to see the workspace.
Press ‘Add’ when you are done to create your blank workspace.
Your workspace will open blank. You will need to add widgets onto the workspace with your data. To add a new widget, click on the + button again (make sure your workspace name is showing in the dropdown at the top of the screen), and select New Widget.
Give your widget a title. The title that you enter will appear on the top left of the widget when you are looking at your workspace. Below the title field, you will see the widget type dropdown list. The following options are available from this list:
Grid - This is the most common type of widget. It will display of detailed list of rows and columns representing your data.
