Workspace
Workspace is your own queue: tasks, email, notes, mentions, approvals, and calendar.
Workspace in the sidebar is your queue, not the firm’s pipeline. The address is My Work.
It holds:
- Tasks assigned to you, from any record
- Emails from the mailbox connected for you
- Notes you wrote or were mentioned in
- Mentions
- Approvals waiting on you
- Notifications
- Calendar and Meetings
A task still belongs to the deal, company, or other record it was created on. Workspace is where it shows up for you. Opening the task takes you to that record when the task is tied to one.