Visualize+: Organizing Your Workspace

Keep your data organized and ensure everyone has access to the right information at the right time. Organizing your workspace in Visualize+ helps you and your team easily find, manage, and collaborate on your reports and dashboards using a streamlined folder structure.

Your Workspace folders

Your Workspace comes with four pre-defined folders to help you categorize your work effectively at every stage:

• Published: The destination for finalized work. This serves as the shared source of truth for your organization.
• Archive: A storage area for deprecated or outdated content that you want to keep safely for future reference.
• Development: Your private area for work in progress. Content here is not visible to the broader team, making it the perfect place to draft and experiment.
• Shared: A collaborative space for cross-team content that is actively being worked on together.

Moving questions or dashboards between folders

As your reports and dashboards evolve, you can easily move them to the appropriate folder to reflect their current status.

• Locate the question or dashboard you want to move
• Click on the "..." action menu next to the item's name
• Select the Move option from the dropdown list
• Choose your destination folder and confirm your selection

Pinning Important Content

Keep your most valuable insights front and center. You can pin important questions or dashboards so they always appear at the top of a collection.

• Navigate to the folder containing the important item.
• Click the […] next to the item you wish to highlight.
• Select the Pin option to lock it to the top of the list for quick and easy access.

Recommended workflow

To maintain a clean workspace and ensure your team relies on accurate data, we highly recommend this simple two-step workflow:

1. Build in Development: Always start creating your new questions and dashboards in the Development folder. This keeps your drafts private and out of the way while you perfect them.
2. Move to Published Reports: Once your work is complete, accurate, and ready for your team to use, move it into the Published Reports folder. This signals that the report is finalized and ready to serve as a reliable source of truth.