Question 1

Join a workspace linked to a team

Accepted Answer

When you click on a team, you access all the workspaces related to it. There is a distinction to be made between two categories of workspaces within the same team:

Spaces that concern you directly, those of which you are a member.

Spaces that do not concern you directly but that you can reach if necessary.

Workspaces that concern me directly

The workspaces that concern you and for which you are a stakeholder are those of which you are a member. Among these spaces, you can also determine which are your favorites, by clicking on the heart icon of the map representing the space. These spaces will appear under the team in question in the main menu on the left, giving you easy access to them.

In the example below, only two spaces appear under the Management team, these are the two spaces chosen as favorites.

All team workspaces

Team members have access to the contents of all public workspaces related to the team. However, you can only join those areas that concern you directly.

Joining a workspace within a team

To join a workspace you are not yet a member of, click on the Join button (1). You are now a memb

Question 2

Join a checklist template linked to a team

Accepted Answer

When you click on a team and then click on the Templates tab, you access all the checklist templates related to that team. There is a distinction to be made between two categories of checklist templates within the same team:

Templates that concern you directly, those of which you are a member.

Models that do not concern you directly but that you can join if necessary.

Checklist templates that directly concern me

The checklist templates that concern you and for which you are a stakeholder are those of which you are a member. Among these templates, you can also determine which are your favorites, by clicking on the heart icon of the card representing the template. These templates will appear under the team in question in the main menu on the left, giving you easy access to them.

In the example below, only one template appears under the HR team, and that is the one chosen as a favorite.

All team models

Team members have access to the contents of all public models related to a team. However, you can only join those templates that directly concern you.

Joining a checklist template within a team

To join a checklist template you

Question 3

Join a team

Accepted Answer

You can ask to join teams of which you are not a member. In order to do so :

Click on the shortcut "Teams" at the bottom of your main menu
Click on the Non-member filter
Locate the team you want to join and click on Join.

You must then wait for the approval of one of the team's moderators in order to access the team's workspaces and checklist templates.

Question 4

Move a workspace in a team

Accepted Answer

Move a workspace in a team

To move a workspace in a team :

Click on the workspace in question
Click on the button with the three vertical points
Click on Move to another team
A window opens: from the drop-down menu, select the appropriate team.
Click on Save

The workspace will be public to the whole team: people who were not initially members of the space in question can join it if necessary.

Joining a workspace linked to a team

Question 5

Templates and checklists

Accepted Answer

What is a template?

A checklist template is a list of predefined tasks used to manage an organization's internal procedures. From the template, checklists can be launched each time a procedure needs to be carried out. To create a checklist template, please consult the following article: Creating a checklist template.

Click on browse organization and then on template to view the checklist templates of which you are a member:

View the procedure through a task template :

Go to the template
Click on the template tasks tab

ℹ️ A yellow banner informs you that you are viewing the template's tasks. Any changes you make will have an impact on future checklists.

The tasks in a checklist template are numbered to keep the order of the procedure in mind.

What is a checklist?

A checklist is a list of tasks launched from a template representing a typical procedure. A template usually contains several checklists that represent all the times the procedure has been performed. To launch a checklist, please refer to the following article: Launching a checklist.

Question 6

Restore a team

Accepted Answer

To restore a team :

Click on the "Teams" shortcut at the bottom of your main screen
Select Deleted Teams from the filter in the top right corner of the screen.
Locate the team to be restored and click on the button with the three vertical dots.
Click on Restore

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