Creating and Customizing Workspaces in Proposaly

Introduction

Proposaly allows users to create, manage, and customize workspaces to organize their proposals and agreements efficiently. This guide provides a step-by-step overview of how to add a new workspace, change workspace backgrounds, manage stages, and configure access settings.

1. Adding a New Workspace

Creating a workspace in Proposaly is straightforward:

Steps to Add a New Workspace

1. Click on the "Workspaces" dropdown in the top menu.
2. Click on the "+ Add workspace" button at the bottom of the workspace list.
3. Enter a name for the new workspace.
4. Select the access type (Public or Private).
5. Choose a background color to differentiate the workspace visually.
6. Click Save to create the workspace.

2. Changing Workspace Background and Stage Names

Customizing the workspace’s appearance and structure improves organization and clarity.

Changing the Background Color

1. Open the workspace settings by clicking the three-lines menu next to the workspace name and selecting “Edit workspace.”
2. Locate the "Background" option and choose a color.
3. Click Save to apply the new background.

Renaming a Workspace Stage

1. Open the workspace settings.
2. Scroll down to the Workspace stages section.
3. Click on a stage name and enter a new name.
4. To hide a stage from view (without deleting it), the admin can click the eye icon next to the stage name.
5. Click Save to update.

3. Making a Workspace Public or Private

Controlling who can access a workspace is essential for security and collaboration.

Steps to Change Workspace Access

1. Open the workspace settings.
2. Locate the "Workspace access" dropdown.
3. Select either:
   • Public – Accessible to anyone with permission.
   • Private – Restricted to specific users.
4. Click Save to apply changes.

4. Adding, Removing, and Reordering Stages

Workspaces have predefined stages (e.g., Draft, Approved, Archived), but they can be customized as needed.

Adding a New Stage

1. Open the workspace settings.
2. Click "+ Add stage" at the bottom of the stage list.
3. Enter a name for the new stage.
4. Click Save to add the stage.

Removing a Stage

1. Open the workspace settings.
2. Find the stage to be removed.
3. Click the "Delete" button next to it.
4. Confirm the deletion.

Reordering Stages

1. Open the workspace settings.
2. Click and drag a stage to a new position.
3. Click Save to apply the new order.

Additional Resources

• What Are Workspaces in Proposaly?
• Workspace Types in Proposaly
• How to Create a Proposal in Proposaly