How do workspaces work?
A Workspace in HacknPlan is an entity that represents a company that has subscribed to the Studio plan. This entity acts as a container for projects and users, and only when they are included in the workspace they will enjoy the premium features. The workspace is owned by the user who subscribed to the Studio plan, that will also have maximum permissions over the workspace and all the projects inside.
When you are part of one or more Studio workspaces, the application navigation changes slightly to allow you to switch between the workspace and your personal projects. The first thing you will notice is you have a new panel called “Switch workspace” on the front page of the application, where the workspaces you belong to are displayed. Note that you can be part of several Studio workspaces (for instance, if you are a contractor that works for several studios), but you can only own one of them. Clicking on a workspace on that list will take you to the workspace dashboard. You will also notice you have a new drop-down on the top header, which allows you to switch between Studio workspaces and your personal one easily from anywhere in the application, and also go to the current dashboard page when you are in a specific project.
The Workspace dashboards
The workspace page provides 3 different dashboards that will help you get an overview of your work in a cross-project way. This is really helpful if you are a studio or publisher working on multiple projects at the same time. The dashboards are:
- My dashboard: This is the default dashboard and is accessible by any user in the workspace. It gives you an overview of your own work (projects you’re working on, grouped metrics, ongoing tasks, events…) and is great for normal users as a starting point for your working day. From there, you can click on a project, task or event to start the actual work.
- Workspace dashboard: This is a similar dashboard than the previous one except the information displayed is global for the whole workspace, including all projects and users. This dashboard is only available to administrators and is a good way to get an overview of your progress at a company level.
- User dashboard: The user dashboard allows workspace administrators to get an overview of the work of individual users in the context of the workspace, pretty much as everyone can do for themselves in My dashboard. This dashboard is great for administrators to get a quick look at the workload of each individual user of the company.
When you subscribe to the Studio plan and the workspace is created, the first step is importing your existing projects into the workspace, so you can start enjoying the premium features you paid for. The owner or any of the administrators can import their personal projects into the workspace by clicking on the “Import” button located at the top of the left panel of the Administration -> Projects section of your workspace. A list of your personal projects will be displayed for selection.
You can also create a new project by clicking on the Create button on the project panel, clicking on Projects -> Create project on the header dropdown, or pressing P on your keyboard. The main difference between the creation of a personal Project and a Studio one is the fact that you can use another existing project as a template. When you are creating a project in a Studio workspace; there will be a step where you’ll be able to select an existing project as a template, and will also show a list of switches where you can choose which elements you want to be copied to the new project:
- Master data: This option is mandatory. It copies the base configuration of the project, including categories, stages, design element types, importance levels, tags and roles.
- Users: Adds to the new project the same users the template one has.
- Boards: Copies the open boards and milestones in the template project, including dates and descriptions.
- Game design model: Replicates the game design model structure in the new project.
- Tasks: Copies all the tasks in the template project into the new one. If the boards, users or game design model haven’t been selected for templating, the related values on the copied tasks will be set to a default state. Also, the copied tasks do not keep the same status they had on the template project; they are reset to the Planned stage (or your first custom stage with status Created) and things like comments and activity won’t be replicated.
Users and teams
When you need to add a new user to one or more of your projects, you need to add them to the workspace first. Go to Administration -> Users from the left menu to manage the users that are part of your workspace.
You can add a new user to the workspace by clicking on the Add user button on the Users and teams panel. This will open up a dialog similar to the one available to add users to Personal projects, but there are a few differences:
- Team: If you’ve created teams in your workspace, you can directly add the user to one of them. We will go deeper into teams in a while.
- Projects: You can select which projects the new user will be added automatically to (with default read-only permissions).
As your team grows, managing more and more users can become a challenge. There are more likely to be working on different projects and not everyone is involved in the same work. For this reason, you can create Teams in the workspace to better organize users. We strongly recommend relatively small teams, as it’s common in Scrum methodology (+- 7 members), and divide bigger projects into some smaller projects that can be logically isolated. This would make working with different teams much more efficient and productive.
You can create a new team by clicking on the button Create team on the Users and teams panel. You can also drag and drop users to move them from one team to another, and update the name of a team or even delete it using the ellipsis button located on the right side of the team item. If you delete a team that has members, they will be reassigned to the No team section. You also have an Inactive section that displays the users that were part of the workspace but were pushed out.