Creating a Group/Project

Create a Group or Project

Overview

Workspaces in MangoApps help organize employees based on their functions and collaboration needs within a company. Creating a workspace provides a structured environment for smooth communication and efficient teamwork.

Creating a workspace consists of 3 steps: Enter Details, Configure Modules, and Set Custom Fields.


Enter Details

In this section, admins will define the workspace details.

  • Name (Required): Enter a unique name that clearly identifies the workspace.

Groups and Projects can be renamed at anytime after creation

  • Short Description: Provide a concise summary of the workspace's purpose (limit: 2,000 characters).

  • Upload a Photo (Optional): Add a logo or relevant image (250x250 px, <100KB). To exclude an image, uncheck the Show Photo box.

  • Assign Categories: Choose relevant categories to help users easily find the workspace.

Set Workspace Permissions

  • Public: Anyone can view the content and participate in the work space. Also, these users can join the space to see updates on their News Feed.

  • Private: Only workspace members can view and interact with content.

    • Allow Non-Members to Post Updates: Check this box to allow non-members to post updates in the workspace. Non-members can view their own updates and receive notifications for comments on their updates but cannot see updates they did not post.

  • Unlisted: Only invited users can view the workspace. Network Admins do not have access by default.

Set Default Membership Roles

  • Member: Users can participate and view content.

  • Admin: Users can manage workspace settings and permissions.

Assign Hashtags

  • Add relevant hashtags to improve searchability of the workspace.

Additional Configurations (Projects Only)

  • Set Start and Completion Dates: Define project timelines.

  • Choose a Time Zone: Ensure deadlines align with team locations.

  • Color: Select a color to represent the project on the project calendar.


Configure Modules

In this step, admins can add modules to the workspace and configure the module behavior for the space. When enabled, these modules will appear along the left hand side of the workspace.

Admins for the workspace can re-arrange the module order by clicking and dragging the modules up and down the list. Each module can also be renamed to suit company purposes.

Modules can be enabled or disabled at any time from the Admin Tools menu within the workspace.

If you would like to have no side navigation for your workspace, click Settings next to each module and toggle the Show in Navigation option to OFF. The workspace photo can also be disabled to completely remove the left hand panel from the workspace.

Admins for the workspace can still access these modules via the View Modules option in the Admin dropdown menu.


Set Custom Fields

In this last step, admins have the option to provide additional details about the workspace using custom fields. These custom fields can be configured by admins within the Admin Portal> Modules > Groups (or Projects).

Custom fields will appear within the Group/Project Summary on the right hand side of the News Feed module within the workspace.

While this step is not required, filling out these details can enhance organization, improve searchability, and provide team members with useful context about the workspace’s purpose and contents.

Some use case examples for setting custom fields include:

Project Management- Project Owner, Deadline, Priority Level

Client-Specific Workspaces- Client Name, Contract Expiration Date, Industry

Knowledge-Sharing Communities: Focus Area, Key Contributors, Knowledge Base Link

Volunteer Groups: Cause/Initiative, Volunteer Opportunities, Partner Organizations

HR & Recruiting- Job Position, Hiring Manager, Application Deadline

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