GETTING STARTED
Introduction
Core capabilities of Workspace.ai
Release Notes
Product Keyboard Shortcuts
FAQ

WORKSPACES - ORGANIZE YOUR WORK
Workspace Overview
Create a new workspace
Join an existing workspace
Perform other actions on a workspace board
Upload files to your workspace
Add Boards to workspace
Create Folder

TABLE
Table Overview
Create a new table from scratch
Import data into your table
Connect to an existing data source
Create a new table from a template
Add a column to the table
Collaborate using Add ON in a table
Add a new view to the table
Other options in the table
Perform other actions in the table
Perform other actions on a record in a table

APPLICATION
Application Overview
Create a new application
Add a new table to your application
Perform other actions in an application

AUTOMATIONS & INTEGRATIONS
Automations & Integrations Overview
Create automation and automation triggers
Integration with external third-party tools

DOCUMENTS
AI Document Overview
Create a new document
Create a new document from a template
Modify the document using contextual items
Manage your document
Perform other actions in the document

EMBED
Embed Overview
Embed a webpage
Perform other actions on the embedded webpage

HOME
Home page overview

TO-DOs
To-Do Overview
Create a new task
Perform other actions in the To-Dos list
Filter options in the To-do list

CALENDAR
Calendar Overview
Create a new Calendar event

UNIVERSAL SEARCH
Search Overview
How to use the search and apply filters
Connect to an external search skill for extended search

ADMINISTRATION
Add a new bot skill

WORK WITH KORA BOT
Kora Overview & Capabilities
How to use the Kora Bot
Manage Widgets in Kora Bot

ANALYTICS
Analytics Overview
Create a new dashboard
Perform other actions in a dashboard
Add a widget in a dashboard
Perform more actions on a widget

API REFERENCE
API Introduction
Generating an API key
List of APIs
User Profile APIs
Get self-user profile
Search for users account
Search for workspaces of users
Table App APIs
Search for a Table App for which user got access
Get specific tableapp by tablapp ID
Get specific table of a tableapp using table ID
Get rows of a table
Create row inside a table with content
Get specific row of a table using rowID
Update specific row of a table using rowID
Delete specific row of a table using rowID
Poll for table row updates from specific time
  1. Home
  2. Workspace Overview
  3. Add Boards to workspace

Add Boards to workspace

After you have created a workspace, the next step is to create a board which will help you manage your work better. The boards are part of a workspace.

There are 4 different types of boards you can create:

  • Application: It is a group of connected tables. You can create any number of tables in an application for a workspace as per your requirement so that your work is categorized efficiently. For example, you can create a table application for CRM applications consisting of tables such as contacts, leads, opportunities, contracts, sales personnel’s details, and so on.
    Note: For more information about the application, see Application overview.
  • Table: A table helps you to organize your data in rows and columns. For example, you can create a table called leads which will record all the leads for your sales. You can also view the data in the table as a grid or in a Kanban view.
    Note: For more information about the tables, see Table overview.
  • Document: It is a block-based editor. You can drag and drop the blocks on your text space of the document to get the desired outcome on the page. Every piece of content you add to the document is a block. You can create any number of documents for a workspace as per your requirement so that you and your team can collaborate and work more efficiently. Your document application can be accessed by all the members in the workspace and by default they all have permissions to “Comment”. You can change the access rights if required.
    Note: For more information about the documents, see Document overview.
  • Embed a webpage: You can choose to embed a webpage to your workspace. You can embed any social media sites to stay connected and view the latest feeds, or you can embed any google sheets or docs and view and share them with your team from your webpage board. This helps you to work on both applications seamlessly from one application.
    Note: For more information about embedding a webpage, see Embed overview.

To add a board to your workspace, follow these steps:

  1. Click the icon corresponding to the Search boards on the left navigation panel of the Workspace. A pop-up with options is displayed.
  2. Click the board type you want to create.

 

© 2023 Kore.ai, Inc. – All trademarks are the property of their respective owners.

Menu