Skip to main content
A shared workspace is a place to work together with people outside your business or household: a customer, a supplier, your housemates or your travel companions. Shared lists all your workspaces. A workspace is a world of its own in the black strip on the left, with its own menu: Overview, Tasks, Docs and Chat.

​
The overview

  • Phases at the top, for example Quote, Measuring, Installation. You see right away how far along the project is.
  • Steps of the current phase, in two columns:
    • What everyone sees: what you do together.
    • Only … (with the name of your side): what only your side sees, such as your own preparation.
  • Kinds of step: a regular step, an approval, a payment, a document or a link. For an approval the other side chooses Approve or Ask for a change.
  • When a step is done, the next one opens by itself.

​
The conversation

The conversation is on the right. Choose Everyone to talk with the other side, or Only … to talk only with your own side. The other side never sees those messages.

​
View as …

With View as … you see the workspace the way the other side sees it. Steps you are still preparing show there as Coming soon.

​
Free and Plus

Taking part in a workspace you were invited to is free. With Personal Plus you create shared workspaces yourself.
Coming soon. Templates with phases, a payment that really goes through the app, and joining with only a code by email come later.