Design around a real role
A project lead, a finance reviewer and a team member need different information. Start with the decisions each person makes, then design a working view that supports those responsibilities.
Platform Workspace
Shape the team’s working view around its people, projects and decisions.
Talk about your businessBuilt around your team.
The approach
A useful workspace shows the work in context. We bring the tasks, connected records and conversations relevant to a process into a view that helps people see what needs attention and who is responsible.
A project lead, a finance reviewer and a team member need different information. Start with the decisions each person makes, then design a working view that supports those responsibilities.
Show the relevant project information, open tasks and supporting material together. Reduce the effort of finding context while keeping the source and ownership of important records understandable.
An outstanding item should lead somewhere useful: a review, a question or a next step. Define status and permissions so the workspace helps the team act with the right context.
In practice
A studio workspace brings the brief, assigned tasks and approval requests together. The project lead reviews progress while each contributor sees the work and decisions relevant to their role.
An example workflow, shaped to the systems and responsibilities of your business.