Available with any of the following subscriptions, except where noted:
🟢 Starter (up to the plan’s step limit) | 🔵 Builder | 🟣 Optimizer |
⚫ Enterprise
Effectively managing processes and workflows across multiple companies can quickly become overwhelming without clear structure and organization. Puzzle’s Workspaces feature solves this by providing a dedicated visual canvas for each company you manage.
This helps you separate and organize operations, collaborate with stakeholders, and gain instant clarity into each organization's activities.
Whether you coordinate workflows across separate teams or work with different client organizations, Puzzle Workspaces enable seamless collaboration, clear visibility, and effortless management—all within one intuitive platform.
Benefits of Workspaces
🔢 Clear Separation: Easily manage each company's operations within its own distinct workspace.
🤝 Effortless Collaboration: Streamline communication and project collaboration across stakeholders from different organizations.
🗂️ Enhanced Organization: Maintain structured processes and workflows, clearly organized within each company's workspace.
Video Guide: Manage Workspaces
Step-by-Step Guide
1️⃣ Creating Workspaces
1️⃣ Creating Workspaces
➕ Add Workspace: Click the Workspace button on the toolbar to instantly add a new company workspace.
🗂️ Organize Workspaces: Drag and drop workspaces visually to maintain intuitive organization.
2️⃣ Workspace Sidebar: Insights, Status, and Transfers
2️⃣ Workspace Sidebar: Insights, Status, and Transfers
📊 View Workspace Statistics: The Workspace Sidebar is visible from the start, initially showing a summary list of all your owned workspaces. When you select a specific workspace, the sidebar updates to clearly display detailed statistics such as the number of steps, roles, tools, and teams, all at a quick glance.
⚙️ Set Workspace Status: Quickly toggle workspace status between Active and Inactive directly in the sidebar.
❌ Delete Workspaces: Easily remove unnecessary workspaces using the Delete option at the bottom of the sidebar. To prevent accidental deletions, Puzzle will prompt you with a confirmation modal where you'll need to type in the workspace name before deletion. This extra layer ensures clarity and protection for important work.
🔁 Transfer Workspace to Another Organization
If you need to move a workspace to a different organization:
Make sure you’re an Owner or Admin of the current organization.
Click the workspace you need to transfer, and this will open the workspace sidebar.
Scroll to the bottom left and click the transfer icon (next to the help icon).
Select the target organization where you’re also a member.
Confirm the transfer.
⚠️ Users not in the target organization will lose access. Admins in the new organization will automatically be added.
💡 Best Practices & Tips
🗃️ Keep Workspaces Organized: Regularly review and arrange your workspaces visually, grouping related companies or projects together
🔍 Leverage Search & Navigation: Consistently use the search and zoom tools for efficient management and rapid access to specific workspaces.
📈 Monitor Workspace Statistics: Frequently check your new Workspace Sidebar and Plan Overview to ensure you’re efficiently managing resources and staying within your plan’s parameters.
👥 Name Your Workspaces Clearly: Use clear and descriptive workspace names to avoid confusion and simplify searches, especially when managing multiple organizations.
Conclusion
Puzzle’s Workspaces feature empowers you to organize, manage, and collaborate seamlessly across multiple organizations. With intuitive visual separation, enhanced collaboration capabilities, and insightful workspace statistics, your management tasks become significantly easier and more efficient.
Start leveraging Workspaces today to clearly segment your operations, simplify stakeholder collaboration, and take control of your multi-company management.