This article will show you how to setup your spaces, activities, tags, and members. Shared spaces require a Pro subscription. You can purchase a Pro subscription here if you don't already have one.
Make sure you're using the latest version of our desktop app (which is available here) and then click on the "+ Add Space" (#1 in the screenshot below) button that appears at the top of both the Calendar and Insights tab.
When you're adding a space you'll need to select an icon to represent the space (#1), give the shared space a name (#2), and then click on the Create Space button (#3) to create your new shared space.
Once you've created your shared space you can invite people to join. In shared spaces there are two types of users: Admin and Member. You are automatically an Admin if you are the creator of the shared space.
Admins can do things like create activities within the shared space, define the tags that can be used within the shared space, and edit and delete Activities and Tags. Admins can also up/downgrade users to Admin or Member status after the invitee has accepted and joined the space, in addition to removing people from a space.
Members are able to track time entries using the Activities that the Admin(s) have created as well as use space-specific tags that the Admins have setup (if any) but not edit or delete them.
To invite a user enter their email address (#1), check the Admin box off (#2) if you want this person to be an Admin (if it is left un-checked the invitee will be a Member), and then click on the Send Invite (#3) button. The invitee will appear in the members list as (pending) (#4) until they have accepted the invitation (they will receive an email notification).
Once you have your Admin(s) and Member(s) invited you can begin to define the tags that will be used in this shared space. These tags are space-aware so any Space Tags that are added here will only be applicable to the activities within this space.
To add a tag to your shared space enter the tag name, including either # or @ (#1), and click the Add tag button (#2). The tag will appear in a list (in alphabetical order) once it has been added successfully. If you need to edit or delete a tag you can click the pencil icon beside the tag (#3) and either make your changes and save by clicking the check mark icon, or delete the tag by clicking the trash can icon.
Now we can add activities to the shared space. To do so, click on the "+ Add Activity" (#1) button below the space name. Give your activity a name (#2), select a colour (#3) and click the "Add" (#4) button to create the activity. Repeat this process as many times as necessary until you have created all of the desired activities within the shared space.
Congratulations 🎉 your new shared space is now setup! If you click on the Calendar tab you can now begin tracking your shared space activities and add space-specific tags within the notes as well!
If you encountered any issues or if you have any questions at all please reach out to us at [email protected]