Workspaces can be created from within a specific Supplier, Relationship, Engagement, or Program record.
To create a workspace, follow these steps:
1. Access a Supplier, Relationship, Engagement or Program record.
2. Click the Subscribe button in the upper right of the page. Subscribing the object adds it to the workspace.
3. The “Add Program to Workspace” pop-up window displays.
4. Enter a New Workspace name in the corresponding field.
5. Click the Save button in the Add Program to Workspace window. Or, click the Cancel button to exit without creating a new workspace.
6. If the workspace is successfully subscribed to, then a confirmation message will display in green text within the pop-up window.