As a Content Manager, you want to be able to organize your Workflow, Assets, Projects, Tasks, and People related to a specific part of your content program.
We use the Workspace to accomplish this. You can create a Workspace for any objective, large or small.
Workspace name and description
A Workspace is where you align your team around clear objectives, set up the content workflow to guide your process and gather important documentation.
You added a name and description when you created the workspace. These can be changed under the General tab in Workspace settings.
Click the Settings button top right of the screen in a workspace.
Click the General tab.
Edit the Name and Description fields.
When you are happy with your edits, click anywhere outside of the field to save your changes.
Workspace Members
Once you have created a Workspace, setting up your team is a natural next step.
Since a Content Strategy is implemented through several programs, different people will work on each. There will be overlap but also lots of specialization.
The people you add as Workspace Members will be made available in every Project created in the Workspace.
Workflow
Content marketing Workflows streamline the entire content process—from planning and creation to publishing and optimization. They enhance efficiency, ensure quality, and align content with marketing goals, enabling teams to produce and distribute impactful content consistently.
The Workflow in a Workspace follows from the Workspace Template chosen when creating the Workspace.
Views types
A View offers different perspectives on the same data in a Workspace. Every Workspace can have multiple views, and you can create, customize and save new Views to fit your needs.
By default, every Workspace includes the following views:
Overview is where you can write about the current Workspace and its strategic objectives, view key details about the Workspace, and add Workspace Assets.
In the Board view, your Workflow is laid out horizontally in a kanban board style, and your projects are placed in their respective Workflow Stages.
The Table view lists all your projects in a data table, allowing you to easily manage the project inventory in this Workspace.
Calendar view shows all the Projects in this Workspace, placed in a calendar by Publish date. It supports weekly and monthly views and allows for easy drag-and-drop rescheduling of projects.
Workspace Assets
For every Workspace, you can add Assets and Collections. These Assets will be made available to every Project you manage in the Workspace.
Workspace Assets offers an efficient way to ensure that the whole team has access to critical information.
Automations
Adding Automations is the best way to increase the efficiency of your team by letting the the system perform repetitive and manual tasks for you.
Many automations or turned on by default, but you can always disable the ones you don't need in a specific Workspace.
Fields
Every Workspace is based on a Workspace Template that includes a Workflow, Content Type and a number of Fields.
Toggle existing Fields on or off as you find relevant and valuable to include in your projects.
You can also define custom fields per Workspace.
Need More Help?
Didn't this information give you the answers you need? Chat with us in the Relato Slack Community or email us at [email protected]