Viewing Workspace Info

• Set Workspace Details as the column’s default setting.
• Click on any workspace card in that column to open the full workspace info panel, where you can:
  • Assign users, add project start and due date.
  • Add a new or existing client by adding Client Details.
  • Enter Project Details such as description, closing date, location, estimated budget, and scope of work.

The Project Details and Client Details added here will sync with the Bid Report in the associated Estimate project.

Manage Workspace Cards in CRM

• Drag and drop workspace cards between columns to update their status.
• Click on a workspace card to open its assigned app based on the column setting.