How To Create and Manage a Workspace

In this post, we will delve into how you can effectively create and manage workspaces within the Task Magic app, ensuring seamless organization and productivity in your daily tasks.

Hey everybody, Jeremy here, alongside Kyle, to guide you through the process of creating and managing workspaces in the Task Magic app. When you first onboard the app, you are greeted with a default workspace where you can kickstart your automation journey. This default workspace sets the foundation for your automation tasks and provides a starting point for your organizational needs.

Creating a new workspace in the Task Magic app is a breeze. Simply navigate to the home screen and locate the "New Workspace" option in the upper right-hand corner. Enter a name for your workspace, such as "Kyle Test Space," and hit the create workspace button. Voila! Your new workspace is now ready for customization and automation.

Once you have created multiple workspaces, it's essential to know how to manage them effectively. Each workspace houses a set of automations that you can customize to suit your specific needs. By clicking on a workspace, you can view all the automations associated with it, with indicators showing whether they are active or inactive.

To streamline your workflows, Task Magic allows you to edit automation settings within each workspace. By clicking on an automation, you can access settings such as play steps, add proxy, manage triggers, and task history. This level of customization ensures that you can tailor each automation to meet your requirements efficiently.

Collaboration is key in any workspace environment, and Task Magic makes it easy to collaborate by allowing you to add members to your workspaces. By adding team members, you can work together seamlessly on tasks and projects, enhancing productivity and efficiency within your workspace.

In the event that you need to delete a workspace, Task Magic provides a sanity check to ensure that you are fully aware of the implications. Deleting a workspace with active automations will prompt a confirmation message, preventing accidental deletions and ensuring that your workflows remain intact.

Creating and managing workspaces in the Task Magic app is a straightforward process that can greatly enhance your productivity and organization. By following the steps outlined in this guide, you can harness the full potential of workspaces to streamline your tasks and workflows effectively.

In conclusion, the Task Magic app offers a robust workspace management system that empowers users to stay organized and efficient in their daily tasks. Have you tried creating and managing workspaces in Task Magic? Let us know your thoughts and experiences in the comments below!

Stay tuned for more productivity tips and guides on Task Magic. Until next time, happy automating!

VIDEO TRANSCRIPT

Hey everybody, Jeremy here, under Task Magic with Kyle. How's it going? Okay, cool. We'll get right into it. In this video, Top to Bottom esque, we are going to show you how to create and manage your workspaces in the Task Magic app. Kyle, is there any pro tips you have outside of me saying something like, once you come to, you will be at, do we create a default workspace now, Kyle, or do we make them name their first workspace?

Um, we create a default one. Okay, great. So, you will be given a default workspace first, right after onboarding. So once you're onboarded, you'll see a video on how to get started, and you'll have to watch that. Then a video on cookies, and you'll have to watch that. Then you pick a guided tutorial. Once you're done with a guided tutorial, a workspace is created for you and that automation that you started with will be in that default workspace.

Is that correct, Kyle? Correct. Now, how you do it normally when you re login to the app or go back to the homepage. Here's home, okay? Now, you will see your workspaces here. Your teammates and new automation. Okay. Now above that is new workspace. So this is one way to create a new workspace. So you go on home and in the upper right hand corner is new workspace.

Create your workspace, workspace name, Kyle test space, create workspace. It says creating your workspace and then boom, look, it shows up here. Kyle test workspace. And if I click on it, it knows we don't have any automations inside of it. So it says, here's three ways to automate. This is the default screen, guided templates, web activity or apps.

So we will go through and, for instance, and make a guided template. Okay. And then you can go through all of these guides here. And then figure out which one works best for you done. And we're not going to go through that. We'll do that. Another one. See if you click this workspace, which is my workspace, all of the automations underneath here in the left sidebar.

So this grayish dot here and if they're gray, it means they are off. And if they are green, it means they are on and active. They're live. Is that correct, Kyle? Correct. Okay, there will always be some kind of indicator. If this changes a little bit down the line based on feedback, um, you'll see all your workspaces here on the left sidebar.

We make it so you cannot minimize this. Why did we do that, Kyle? Uh, I think it's because people were getting lost and not knowing how to edit their automation after they clicked inside of it, like they'd click into automation here and then they wouldn't know how to edit the settings and they wouldn't go back to the automation and all of this would get lost.

Correct. So they would, they, here are all the settings that they need for each automation. So under each workspace, you will find this automation, this automation. These are all different automation names. And if I click on this one, I see the settings. Play steps, add proxy, manage trigger, task history, recapture steps, all the settings we used to have inside of here that cluttered it up.

Watch, when I click on Jeremy test, Jeremy test is highlighted. This automation shows up and all the settings that I need to control this automation are there. The reason why we don't allow you to minimize this while this is open is because You need these settings and a lot of people were getting lost.

So you need these settings when I hear boom, here's, here's an automation. Here's a new automation. I come here, I have these three options. I can rename it here and here's my workspace as well. And the breadcrumbs, we don't allow you to minimize it. But you can scroll. Okay, so boom, you scroll. And here's the new automation that we did.

Kyle test. So now we have Kyle test open, and then we can add a new automation right here. So Kyle, is there any other? Okay, here we go. Here's another one. You collect these three dots. You can rename the automation. You can add members to that work. Sorry, right. You can rename that, uh, workspace. You can add members to that workspace or manage members in the workspace or delete that workspace.

Now, Kyle, can you delete a workspace? If it has automations inside of it? You can now we are back and forth on that. We had that because people would end up with like 50 automations and they'd have to go and delete every individual one. So you can delete that at the moment. So do we have a sanity check?

Um, I think we have a sanity check when you're, we have a sanity check when you're deleting everything, but I don't think we have a sanity check reminding you about the unmean. So if I delete, if I, are you sure you want to delete this workspace? And if I click delete, does it ask me to confirm? Uh, this would delete the workspace, so it should add more here then.

So, just, we will probably add a scroll bar. to create some kind of sanity check to where you're like, okay, great. But you can delete them with 100 live automations in it. Right. Kyle. The automations would be turned off, but yes. So use your cloud time. But if I come in here and I have 50 automations that are live and I.

Delete this I delete the workspace that those live automations are and what happens actually I want to check I think when we remove the sanity check when you delete the automations, it moves them all to another workspace But i'm not positive when you mean you mean when you delete the workspace So like if you were to delete my works, I I'd delete it I need to double check what this is.

And we can decide which way we want to go with this. Cause this kind of changed a little bit, but I believe what it is, is if you wanted to delete the workspace, all of the automations inside that workspace would get moved to either an empty workspace or another workspace. Okay. So just keep an eye on that.

We'll add a sanity check just in case. So there will be like just a slider bar. So they can't fat finger it or fat click it, you know? Um, so cool. So that'll be there. Now, is there anything else with workspaces, Kyle? You think rename, adding members to a workspace, right? So here we have Kyle space rename. So members, okay.

Remember in a previous video, we added members to the, my workspace workspace, but in the new workspace that we just added Kyle test space, it just has me here. So that doesn't have the other two or three people that I invited. So that makes sense. Here you can invite, manage, I can't delete this one because that is me.

So, any other ones, and then you can also, I guess, lastly, Cause there's two ways to create a workspace. One is from home, boom, new workspace. And then one is here under workspaces. You'll see, create new workspace. You click it, you name it, and then you're off on the running. Anything else to add Kyle? Nope.

That covers it. Okay. That is creating new workspaces. Let us know in the comments, uh, both in this article and in the YouTube video. And if you have any questions on how this works.