Workspaces Grid

The Workspaces tab on the home page displays a grid listing all the workspaces you have permission to access. Each workspace acts as a separate environment where projects, tasks, and other data is managed.

Entering a Workspace

To enter a workspace, simply click on the workspace name in the grid. This will open the workspace, allowing you to manage projects, tasks, and more within that environment.

Workspace Grid Toolbar

At the top of the Workspaces grid, you’ll find a toolbar that provides quick access to several useful tools.

The buttons (from left to right) offer:

• Filtering
  By clicking on the filter icon on the toolbar, you will toggle the visibility of the filter row. Use this row to quickly find records using common filter options. Click on the filter icon next to each column name to reveal additional filter options.

• Column Selection
  Choose which columns are visible in the grid, customizing the view to fit your needs.

• Export
  Download the visible list columns and records to a file for reporting or analysis.

• Clear Sorting Clear any sorting applied by clicking on the clear sorting button.

• Clear Filters
  Clear any filters applied by clicking on the clear filters button.

• Refresh
  Reload the grid to ensure you’re viewing the most up-to-date data.

For more details on using the Agility Blue grid, check out the Agility Blue grid documentation.

Viewing Workspace Details & User Access

For users with the Organization Administrator role, you may view detailed information about a workspace — including user access — by using the record context menu (three horizontal lines) located in the first column.

From this menu, you can:

• Open the workspace details page.

• Review and manage user access.

See the workspace details documentation for more information.