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Your Team’s Central Hub

Whether you click a link from your Personal Home or navigate through the Organizational Structure, you will eventually land in a ⏹️ Space. A Space is the central hub where you and your team collaborate on a specific project or process. While every Space is configured for a unique purpose, they all share a consistent layout. Once you understand the main components of one Space, you can confidently navigate any other.
This guide is a high-level tour of the Space interface. We’ll introduce each major component here and provide links to more detailed guides on how to master each one.

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The Main Components of a Space

When you enter a Space, you will find several key areas designed for different types of work.

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The Main Work Area: Workviews

The Workviews section is the heart of a Space. This is where you will find and interact with the actual list of 🧊 Objects (e.g., tasks, deals, tickets). This is where you do your work. A Space can have multiple Workviews, appearing as tabs at the top. Your Function architect has designed these views to present the information in the most useful way for your team’s process. Common Workviews include:
  • List: For a dense, spreadsheet-like view.
  • Kanban: For a visual, card-based view of your workflow.
  • Calendar: For a date-based view of your work.
➡️ To learn how to interact with the items in these views, see our guide on Managing Objects.

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The Analytical View: Dashboards

The Dashboards tab is where you go to analyze your work. Instead of a list of individual tasks, you will find charts, graphs, and key metrics that provide a high-level overview of the Space’s progress and performance. This area helps you answer the question, “How are we doing?”. ➡️ To learn how to interact with these reports, see our guide on Gaining Insights with Reports & Dashboards.

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The Communication Channel: Space Chat

Every Space has its own dedicated chat channel, typically located in a panel on the side. This is the place for team-level conversations, announcements, general questions, and sharing files related to the Space’s overall objective. ➡️ For a deep dive on communication tools, see our guide on Effective Team Collaboration.

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The Focusing Tool: Filters

Within both Workviews and Dashboards, you will find Filter capabilities. These tools allow you to narrow down the amount of information displayed so you can focus only on what’s relevant to you at that moment. You can use the Quick Filter bar for on-the-fly sorting or apply powerful, pre-built Saved Filters. ➡️ To master all the ways you can find information, read our guide on Finding Information with Search & Filters.

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What’s Next?

You now have a map of your primary workspace and know the purpose of each key area. The next logical step is to learn the details of managing the individual work items within the Workviews.