Learn how to assign tasks in Sapling to a group of people (instead of a single individual).
Workspaces enable HR and non-HR teams (such as IT, Operations or Finance) the ability to share Tasks between their team members.
Sapling admin users can create Workspaces and invite multiple team members to that Workspace to share related tasks.
For example: if you create an IT Team Workspace and assign them a task - all IT team members will be notified, allowing them to easily allocate tasks to team members that have the bandwidth from there.
Admins in Sapling can create Workspaces through the top navigation menu. To create a new Workspace, navigate from Home > Menu > Switch To > Create New Workspace.
A workspace will need the following:
Once a Workspace is created, the creator of that Workspace becomes the Admin of that Workspace, and can then invite other members.
Once a Workspace is created, you can assign tasks to that Workspace as a whole (as opposed to assigning tasks to an individual).
To add a task to a Workspace, navigate from Home > Workflows. Add a task to your desired Workflow (i.e. New Hire Onboarding), and select "Workspace" from the "Assigned to" section.
Tasks assigned to a Workspace can be then re-assigned to individual users to complete, and will appear in that individual's tasks page. Once completed, the tasks are returned to the Workspace and are stored under completed tasks.