Shared Workspaces bring the right people, portals, and data together so cross-functional teams collaborate without friction. Each workspace mirrors how you organize customer pods, product lines, or regions.
Structure matches strategy
Create workspaces that reflect the way your teams engage customers--then let OnboardFi keep everything synchronized.
Workspace Components
- Home dashboard: Priorities, upcoming milestones, and recent activity in a single view.
- Portal roster: Quick access to every customer workspace owned by the team.
- Task boards: Filters for stage, priority, or owner to streamline daily standups.
- Analytics snapshots: Health scores, cycle times, and workload distribution.
Organizing Workspaces
| Model | When to Use | Benefits |
|---|---|---|
| Customer segment | SMB vs. Enterprise pods | Tailored playbooks and KPIs |
| Geography | Regional teams with localized needs | Aligns timezone support and language |
| Lifecycle stage | Specialized teams per stage | Deep expertise for onboarding/expansion |
| Product line | Multi-product organizations | Keeps messaging and metrics focused |
Workspace Lifecycle
Create the Workspace
Define the name, description, and default roles. Add core team members immediately.
Curate Portals & Assets
Associate relevant customer portals, templates, and document libraries with the workspace.
Configure Dashboards
Select widgets for health scores, task load, and upcoming renewals to keep focus areas front and center.
Establish Rituals
Use workspace comments, pinned updates, and AI summaries for weekly syncs or retrospectives.
Iterate with Feedback
Invite team input on layout and data; adjust as priorities evolve.
Best Practices
Clarity drives action
Keep workspace dashboards concise and actionable--highlight exceptions, wins, and next steps.
- Use tags to categorize portals by owner, industry, or product interest.
- Embed SOPs, playbooks, and enablement content directly in the workspace sidebar.
- Leverage AI to summarize activity before leadership reviews or cross-team alignment meetings.
Continue to Real-Time Communication to see how teams collaborate inside these workspaces.