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Workspace Guide

The workspace is the private operating area of ProjectDesk. It is where users coordinate organization workspaces, projects, field evidence, reporting, access, and service support.

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Workspace Header

The header confirms that the user is in the ProjectDesk workspace. It also shows the signed-in user’s name and the Sign out action. The header description explains the main structure: select a client workspace, then use tabs to move between overview, operations, team access, and setup.

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Organizations Panel

The Organizations panel lists every client workspace the user can access. Each organization card shows:
  • Organization name
  • The user’s role or access type in that workspace
Selecting an organization changes the active context for the rest of the page. The Overview, Operations, Team, and Setup tabs all refer to the selected organization.

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How This Workspace Is Used

This guidance panel explains the normal operating sequence:
  1. Set up the workspace.
  2. Run field work.
  3. Review evidence and risks.
  4. Maintain reporting records.
It exists so new users can understand what to do next without needing private instructions from another team member.

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Overview Tab

The Overview tab answers: “What is happening in this workspace?” It includes:
  • Active client workspace details
  • Role badge
  • Sector, country, region, primary contact, and contact email
  • Managed services status
  • Workspace metrics
  • Next workspace workflows
Use Overview at the start of the day, before a status meeting, or whenever you need a quick orientation.

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Operations Tab

The Operations tab is where most work happens. It is divided into Setup, Evidence, Reporting, and Services. Use Operations when you need to:
  • Create project structure
  • Add field activities
  • Submit evidence
  • Review evidence
  • Import field data
  • Track indicators
  • Track risks
  • Publish stakeholder updates
  • Create reporting records
  • Escalate managed service cases

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Team Tab

The Team tab controls workspace access. Users with permission can add existing users to the active workspace and choose their role. The member list shows:
  • Name or email
  • Email address
  • Workspace role
Use Team whenever a new person needs access or a user’s role needs to be changed.

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Setup Tab

The Setup tab is mainly for platform administrators. It includes:
  • Pilot workspace creation
  • New workspace creation
Use Setup when onboarding a new organization or creating a realistic pilot environment for demonstration or training.

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Empty States

ProjectDesk uses empty states when there is no data yet. An empty state is not an error. It usually means the next setup step has not been completed. For example:
  • “No client projects yet” means a project should be created.
  • “No field evidence submitted yet” means activities exist but no evidence has been submitted.
  • “No managed service cases open” means there are no active support issues.