Workspace Overview
Overview
The Workspace is the main area for maintaining the listings you have created. In Shelting, the Workspace is called the Diary. Your Diary brings your listings and listing-specific collaboration information together in one place.
Who Can Use This
You can use the Diary to manage the listings available to you. Listing owners and collaborators can work with the listing information they have access to, while access to individual listing information is controlled within the platform.
Workspace Areas
My Diary
My Diary is the Diary list that contains the listings you have created or can access. Select a listing to open its workspace.
Workspace Chatter
The workspace chatter area allows you to connect with people and collaborate on a particular listing.
Listing Tasks
You can log tasks for a particular listing from its workspace. A task record is visible only to the person who created it.
Private Notes
You can add a private note for a particular listing. Private notes are limited to that listing and are visible only to the person who created the note.
Lead Panel
The lead panel provides the listing owner with access to the leads created by collaborators for that listing. See the Leads guide for more information about leads.
What Happens Next
Select a listing in My Diary to open its workspace chatter, collaborate with connected people, record listing-specific tasks, add private notes, and access the lead panel when you are the listing owner.