As an agency or a company with multiple brands, it might give some peace of mind to separate your content in an efficient manner. Now, you can group that content under a workspace, which allows you to focus your writers on specific content.
Watch our Academy video 📹 on managing your workspaces for a step-by-step guide:
In this help article:
1. Switch between workspaces
Step 1. Click on the workspace name on left of the navigation bar. This opens the list of all the workspaces where you are a user of.
Step 2. The search field makes it very easy to find the correct workspace if you are managing a lot of accounts. Click on a workspace name to access that specific workspace.
🔔 Note: For agencies plans, child workspaces are grouped underneath the parent. This helps keeping a clean overview when being part of multiple agency plans.
Step 3. Click on 'Show details' to discover more information for each workspace.
You'll see how many content and tasks have a certain status:
Overdue
Pending
Declined
Approved
Step 4. Click 'Hide details' to return to a compact view of the workspaces.
2. Creating a workspace
Step 1. Click on the Create a new one link at the top of the page, or scroll down to the bottom and click on Create a new workspace as shown below:
Step 2. Fill in the company website and name. There you go!
💡 Tip: If you synchronise the Content Calendar of each workspace to a Google, Outlook, or Apple calendar, you will have a clear overview of all content published or planned on all workspaces, handy!
3. Duplicate content across workspaces
You can transfer content to other workspaces to publish them across several customers or brands.
Step 1. Go to the article or social post you want to transfer to another workspace and click on the 3 dots. Here you will find the option "Duplicate to workspace".
You can do this for articles and social posts:
Step 2. Select from the dropdown the workspace where you'd like to copy this article or social post to:
🔔 Note: The new content piece will only include the content, but it will not include the comments, collaborators, reviews, editorial briefings etc that the original content has.
🔔 Note: The original content will not be deleted. It will remain with the same status as before the transfer.
Step 3. Once done, you will see a confirmation together with a link to view the brand-new article or social post on the selected workspace:
