In this Article:
Creating an Workspace
1. In Parlor, navigate to User Needs > All Topics.
2. In the left side navigation, click Add Workspace.
3. Enter Workspace details when the pop-up window appears. The Workspace Identifier is used as the Topic Key, shown on all Topics within the Workspace. Visit Create Topics to learn more about creating Topics in Parlor.
4. Click Create Workspace
4. Click Create Workspace
Once you've created a Workspace, you'll land on the Configure Workspace Details page. From here, you can edit your Workspace name and identifier, and begin customizing your Workspace.
Setting up Workspace User Need Statuses
You can set the specific Statuses a Need or Topic can have within a Workspace. Statuses indicate the different phases a Need or Topic is in within your workflow. Each Workspace comes with a set of default statuses you can use as a starting point. To customize the Workspace statuses or add new ones, navigate to User Needs > Configure Workspace > Workspace Status or, if multiple Workspaces exist in your Parlor account, User Needs > [Choose an Workspace] > Configure Workspace > Workspace Status.
Add a New Status
To add a a new status to an Workspace:
1. Click Add New Status in the top right of the page.
2. In the pop-up window, enter in the status details. You cannot have two statuses with the same name within an Workspace. If you chose to enable the Status Resolves User Need option, when a User Need receives the chosen status, Parlor will automatically mark it as 'Resolved'
3. Click Create Status.
4. To confirm your edits, click Save at the bottom of the screen.
Once a status is created, you can immediately begin assigning it to your User Needs or Topics within the Workspace.
Edit a Status
To edit and customize a status within the Workspace:
1. Click the Edit Status icon of the status you wish to update.
2. Within the pop-up window, you can edit the details of the status. When editing the name of the status, the newly entered name cannot match an existing status within the Workspace.
3. Click Save Changes.
4. To confirm your edits, click Save at the bottom of the screen.
Once you've saved your edits, your updates will reflect across all your Needs and Topics that are associated with the Workspace.
Setting up Workspace User Need Types
You can set the specific Types a Need or Topic can have within an Workspace. A Type ia a simple classification placed on a need or topic that signals how it should be handled, what it’s related to, and who should be responsible. Each Workspace comes with a set of default types you can use as a starting point. To customize the Workspace types or add new ones, navigate to User Needs > Configure Workspace > Types or, if multiple Workspace exist in your Parlor account, User Needs > [Choose a Workspace] > Configure Workspace > Types.
Add a New Type
To add a a new type to an Workspace:
1. Click Add New Status in the top right of the page.
2. In the pop-up window, enter in the status details. You cannot have two types with the same name within an Workspace.
3. Click Create Type.
4. To confirm your edits, click Save at the bottom of the screen.
Once a type is created, you can immediately begin assigning it to your User Needs or Topics within the Workspace.
Edit a Type
To edit and customize a type within the Workspace:
1. Click the Edit Type icon of the type you wish to update.
2. Within the pop-up window, you can edit the details of the type. When editing the name of the type, the newly entered name cannot match an existing type within the Workspace.
3. Click Save Changes.
4. To confirm your edits, click Save at the bottom of the screen.
Once you've saved your edits, your updates will reflect across all your Needs and Topics that are associated with the Workspace.