Workspace

The Workspace app holds your calendar, tasks, wiki pages, personal notes, file library and electronic signatures. These tools are shared by the whole team and connect to the rest of BizCortex.

In this section · 28 pages

• Workspace at a glance

  What the Workspace app contains and where to find each tool.

• Tasks: views and layouts

  Use My Day, Mine, Team and the other views, and switch between list and board.

• Tasks: quick add

  Type one line to create a task with a due date, time, label and priority.

• Tasks: the task detail panel

  Edit every field of a task, add subtasks, a checklist, comments and attachments.

• Tasks: recurring tasks and reminders

  How repeating tasks create their next occurrence and how reminders are sent.

• Tasks: bulk actions and saved views

  Change many tasks at once and save your favourite filters.

• Calendar: views and content

  Month, week, day and agenda views and what the calendar shows.

• Calendar: create and edit appointments

  All fields of the appointment dialog, with reminders, rooms and attendees.

• Calendar: invitations and answers

  How attendees are invited and how they accept or decline, also without an account.

• Calendar: recurring appointments

  Change or delete a single occurrence or the whole series.

• Calendar: rooms, resources and finding a time

  Manage bookable rooms and resources and find a slot when everyone is free.

• Calendar: team calendar

  See the appointments and absences of your department.

• Calendar: import, export and subscriptions

  Import ICS files, export your appointments and subscribe in Outlook, Google or Apple Calendar.

• Documents: spaces and access

  Organise the wiki in spaces and decide who can read, edit or manage them.

• Documents: writing pages

  The page editor, autosave, the page tree, mentions, links and favourites.

• Documents: versions and comments

  Compare and restore earlier versions, and discuss text with inline comments.

• Documents: templates and export

  Start pages from templates, save your own templates and export pages.

• Documents: finalize into the GoBD archive

  Store a page or file unchangeably in the archive with the right retention period.

• Notes

  Personal quick notes that only you can see.

• Files: the file library

  Store files in folders per space with versions, previews and a storage quota.

• Files: sharing internally and by public link

  Share a file with colleagues or roles, or send a protected public download link.

• Documents: search and trash

  Find pages, notes and files, and restore deleted items.

• Electronic signature: overview and list

  Send PDFs for signature and follow every request in one list.

• Electronic signature: the send wizard

  Upload the document, add signers, place fields and send.

• Electronic signature: the request detail page

  Follow the signers, send reminders, correct addresses, withdraw and download.

• Electronic signature: what the signer sees

  How a signer confirms their identity and signs, without an account.

• Electronic signature: completion and audit certificate

  What happens after the last signature, and what the audit certificate contains.

• Electronic signature: legal level and written form

  Which signature level BizCortex reaches and when you must not use it.