Workspace reference
Select Workspace Table
Every new workspace starts here: choose a table to be your workspace. In the product, hovering over a table option shows a preview of the view it produces. Each table below has a dedicated reference page covering what it stores, its key fields, and the workspaces teams typically build on it.
Users
Every person in the account: workers, admins, managers, clients, and facility users.
Shifts
Scheduled work: one record per shift with time, role, location, assignee, and status.
Locations
Sites and facilities where work happens: addresses, geofences, and site rules.
Job Roles
Job types workers can hold, with qualifications and pay or bill logic.
Contacts
External people who do not log in: client contacts, site supervisors, and vendors.
Documents
Files with a lifecycle: licenses, certifications, background checks, and contracts.
Tasks
Units of work to complete: onboarding steps, service tasks, inspections, and forms.
Placements
Longer assignments connecting a worker to a client or job over a period of time.
Shift Groups
Recurring patterns and grouped series of shifts managed as one unit.
Jobs
Job orders and openings: the intake side of recruiting and client demand.
Custom Table
Build your own table when the operation has an object the standard tables do not model.
After the table: pick the view
Workspace types
The table decides what records the workspace runs on; the workspace type decides how operators see them. Each type has its own reference page.
List workspace
A table-like view with columns, filters, tabs, and row actions. The default for queues and exception review.
Calendar workspace
A schedule view grouped by day, week, location, user, or role. Built for coverage and planning.
Canvas workspace
A flexible content page for instructions, training, and self-serve information.
How to choose