Workspace

Naming the workspace

At the top of the Tree view is the Workspace card. When the name of the Workspace card is changed, the Workspace name itself is automatically updated to match.

Each Workspace contains exactly one Workspace card.

If you are managing a product portfolio, you can create one workspace for each product but be aware the reporting view only shows the data for each workspace.

Tip: The current recommendation is to create one workspace for each primary product or service. Ask yourself – Do the products share a similar vision? Too much overlap may not warrant a new workspace and could create unnecessary duplication.

Consulting Teams

If you are working with multiple companies within Vistaly, it is best to create one organization per client. Each invitee to an organization has access to all workspaces in that organization.