Workspaces are collaboration spaces between you and your co-workers. Think of it as your place for collaboration and transparency. You can add agenda topics for discussion, assign action items, set due dates, and get notified when tasks get completed.
Types of workspaces
There are two types of workspaces: 1:1s and Groups.
1:1 workspaces
1:1 workspaces are private between you and one other person. This person will often be a manager or direct report, but it can also be a colleague you collaborate with frequently.
Group workspaces
Group workspaces are for more than two people. These workspaces are great for weekly team meetings and cross-functional initiatives.
Each organization automatically has an "All Hands" group workspace to use for company-wide meetings or cross-functional projects.
How to create a workspace
To create a new 1:1 workspace:
1. Log in to PI Perform.
2. Click "Add 1:1 Workspace" on the left-hand side.
3. A pop-up will appear titled "Create more workspaces."
4. If you've connected Perform to your calendar, you'll be presented with some suggested 1:1 workspaces based on your schedule.
5. Otherwise, you can manually add and invite someone to a workspace by entering their name and email.
6. Click "Create Workspace" to confirm.
To create a new group workspace:
1. Log in to PI Perform.
2. Click "Add 1:1 Workspace" on the left-hand side.
3. A pop-up will appear titled "Create more workspaces."
4. If you've connected Perform to your calendar, you'll be presented with some suggested group workspaces based on your schedule.
5. Otherwise, you can manually name a workspace and invite teammates to it by entering their emails.
6. Click "Create Workspace" to confirm.
How to add employees to a workspace
From the Perform homepage:
Select the relevant workspace.
Click the "more actions" button (three dots) in the top-right corner of the workspace.
Select "View members" from the dropdown options.
A pop-up will open with a list of employees in this workspace.
Click "Invite People."
Here, you can choose between two invitation methods:
You can copy an invitation link and share with the employee(s) you'd like to join.
You can enter the email address(es) of the employee(s) you'd like to join.
Once an employee has clicked the link or been sent an invitation, they will show up in your workspace's list of team members.
Starring a workspace
You can right-click a workspace to star or un-star it.
All starred workspaces will appear in their own "Starred Workspaces" section at the top of your workspace list for quick and easy access.
Using your workspace
The primary tab of your workspace consists of two sections: your Agenda and your Action Items.
Use the Agenda section to add discussion topics to your meeting agenda. Your teammate(s) will be able to see the topics you add. When you complete a topic, you can find it by clicking "View all Completed," located below your action items.
Use the Action Items section to add tasks you or others need to get done. Often, discussion topics are converted into action items in recurring meetings. Action items should have a clear owner and due date. We'll notify the owner when they're assigned. We'll also notify the author and the owner when the task's due date is close.
How to delete a workspace
From the Perform homepage:
Select the workspace you'd like to delete.
Click the "more actions" button (three dots) in the top-right corner of the workspace.
Select "Delete workspace" from the dropdown options.
A confirmation pop-up will appear.
Click "Delete" to confirm.
How to remove employees from a workspace
From the Perform homepage:
Select the relevant workspace.
Click the "more actions" button (three dots) in the top-right corner of the workspace.
Select "View members" from the dropdown options.
A pop-up will open with a list of employees in this workspace.
Click "Remove" next to the relevant employee.
Similarly, if you'd like to remove yourself, click "Leave."
Note: You cannot leave a workspace if you're the only employee in it. Instead, you can either:
Add employees to the workspace, then leave.
Delete that workspace (if it's no longer getting use).
Additional support