Create a Workroom

A Workroom is a space for you and your teammates to work on tasks together. To create a Workroom:

  1. Start creating a Workroom:

  2. In the New button menu, you can choose between the following options:

  3. The template chooser dialog opens:
    Template chooser for creating a new CELUM workroom

  4. Browse through the template categories on the left side and choose an existing template inside the chosen category on the right side. Alternatively, you can click the "Start default Workroom" button.

    Every template has a row of buttons with additional options. See the topic "Manage templates" for more information.

  5. The Workroom wizard opens. The wizard is divided into three main sections – Workroom details,  Taskboard and robots, and Workflow – where you can perform different actions. You can navigate between the sections on the left side, or using the navigation buttons in the upper right corner. To create a Workroom, you only need to give your Workroom a name.

    If you want to edit other sections, the topic Customise a Workroom explains the different options.

    A CELUM workroom designer window

  6. Optionally, you can save your Workroom structure as a template via the "Save template" button and re-use it later.

  7. Click "Create" in the upper right corner of the Workroom wizard to create your Workroom.

  8. Depending on which option you selected in Step 1, after Workroom creation you will see:

You can return to the dashboard with the "dashboard" button in the upper left corner. The new Workroom is automatically added to the "Ungrouped Workrooms" in the dashboard. There, you can move it to a different group.