One Place

Create a Team to Collaborate with Others

One of the first things you may want to do in OnePlace after signing up is to collaborate with other people (colleagues, associates, friends, family, etc). This section will explain to you how collaboration works in OnePlace, and walk you through how to set up OnePlace so that you can start collaborating with these people.

Background Information

The first thing to know, is that most all collaboration in OnePlace takes place within a workplace (an exception to this is the Inbasket, which allows users to communicate with one another, similar to email). A workplace defines a team of people, and allows these people to share information and collaborate on projects and other kinds of information.

The second thing to know, is that when you signed up, you were automatically given a special workplace called your Private workplace. All users have a private workplace. The purpose of this workplace is to give you a place where you can put information (projects, tasks, lists, notes, etc.) that you don't want to share with anyone else. As such, you cannot add other people to this workplace. This workplace is NOT used for collaborating. However, all other workplaces can be used for collaborating.

Add a Workplace

To create a new workplace, do the following:

1. Go to your Home page.
2. Click on the Quick Add button in the toolbar at the top of the page, and choose Workplace. An alternative way to create a workplace is to click on the Workplaces button in the OnePlace toolbar and scroll down to select Add A Workplace
3. Enter in details for your new workplace, such as name and icon. Click the Next button.
4. Add people to your workplace. You can add people who are already OnePlace users, as well as people who are not. These people will receive an invitation to the workplace.
5. Select which features you'd like to include in your workplace, such as projects, tasks, discussions and notes.
6. Set workplace permission and access levels for workplace members.
7. Click the Save button.

What's Next?

Ok, you've got the new workplace, you've got people added to it, now what? Well, start adding data to your workplace. Create discussions, plan out projects with tasks, upload files, add notes, etc. As you do this, others in your workplace will receive automatic notifications from OnePlace informing them that you are adding information to this workplace.

And that's it, happy collaborating!