Workspace is a central location for account-related events. Workspace helps you prioritize your daily workflow, see activity from other users or system updates, evaluate health changes, and take action on items that require immediate attention.

What you can do in Workspace

You can find Workspace from the left navigation. Workspace includes:

• Activity: See account activity, such as health changes, new touchpoints, milestones, and more. Consider processing the notifications the same way you would an email inbox—taking action, saving for later, expanding for more detail, or dismissing.
• Tasks: Prioritize and complete tasks. All tasks across all teams are included in the view. Optionally filter to see your upcoming tasks for the week, or see a look-back of completed tasks.
• Pinned accounts: Pin accounts for quick access. Accounts pinned will be included in the portfolio scope for Workspace and My Business pages.
• Quick Actions bar (+): Find shortcuts to common portfolio-related actions, depending on your permissions. 

What you need to know

• Workspace is available to every Totango user, regardless of account assignment.
• Admins can define scope of account set and/or and lock changes in Workspace and My Business pages.