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Collaborating with users by using spaces

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By creating spaces, you gather users that are professionally connected within a single digital community, so that they can collaborate on specific areas of interest. When you restricting the discussion of certain topics to the users of a space, you can avoid broadcasting irrelevant messages to all users in your application. After joining a space, you can communicate with the members of the space by using Pulse.

In spaces, users can collaborate and exchange information by posting Pulse messages and attaching documents. To distribute work, plan the outcomes, and ensure that every space member is on track, you can create a task board, and then manage tasks in a comprehensible and clear way, even if members of a space belong to different teams. For instance, you can populate a task board that is visible to managers and members of various teams that cooperate on a joint project together. To make your content more relevant, create a subspace that gathers users within a space. For example, you can create a subspace for CSRs that work together on a particular project, so that you do not involve the whole team.

For example, you are a team leader and you want to hire new members for your team. To discuss prospective candidates with management, you can create a Hiring space that includes the manager, senior manager, and director of the team.

The following tasks can help you collaborate with other users by using spaces:

  • Creating a space

    You can create a space to collaborate with other users in your application on a specific area of interest, for example, to discuss training for new hires in your team.

  • Joining a space

    You can join a space to become a member of the space and discuss a topic involving a specific area of interest with other members, for example, to exchange views about prospective hiring candidates for your team.

  • Communicating with members of a space

    You can communicate with the members of a space by using Pulse to discuss relevant topics, for example, training for new hires.

  • Pinning content to a space

    A pin is a reference to a file, URL, document, case, or space. By pinning content that supports a discussion in a space, you can communicate with the space members more effectively. For example, you can pin the job profiles of prospective candidates to the Hiring space.

  • Managing a space

    You can manage a space by updating the details about the space, and by adding and removing members. You can also approve or reject requests to join the space and set another member as the owner of the space. By managing a space, you can ensure that the space has correct information and relevant members.

  • Adding content to a space

    By attaching relevant correspondence and documentation, you can centralize the supporting information for a space. For example, you can add sales orders from your customers so the orders are available for other users of your space.

  • Creating a subspace

    A subspace is a space within a space. You can create a subspace to collaborate on a subtopic that is related to the topic of the parent space. For example, you can create an Annual Day subspace within the Events space.

  • Monitoring and tracking tasks

    Monitor and track work within your team by using the task board, which displays the status of tasks. You can also create tasks and update the task status from the board.

  • Granting Super Admin privileges to users

    You can provide users with Super Admin privileges to manage and edit any space, even if they are not members of the space.

  • Searching for Pulse messages in spaces

    To more quickly access the information that you need, search for Pulse messages within the context of a space. For greater accuracy, apply filters, such as keywords or message authors.

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