Creating and switching between workspaces

You can create a separate workspace for troubleshooting separate tasks. By doing so, you can easily trace the path that you used for troubleshooting an issue when you revisit your task after completing some other task. Creating separate workspaces is also helpful when sharing your troubleshooting steps, for handing over issues to others, or while seeking some expert advice. You can create multiple workspaces and switch between them to work on different troubleshooting tasks at different times.

After you create a workspace, it is automatically saved in the Cabinet > Workspaces tab, and all updates made to the workspace are also saved in real time. The  Cabinet > Workspaces tab lists all workspaces in your database and provides the following details:

On this tab, you can perform the following actions:

• Edit a workspace: To edit a workspace, select the desired workspace, click Modify Workspace , update the name of the workspace or add a description of it, and then click Update.
  
• Delete a workspace: To delete a workspace, select the desired workspace, click Delete Workspace , and click Yes to confirm your action.

Creating a workspace

1.  Click the Search tab.
2. On the Workspaces panel on the right, click the Workspace Menu  and select one of the following options:
   • New: Select this option, provide a name, and click Create to create a new workspace.
   • Open: Select this option, click one of the workspace names in the list of workspaces available, and click Open to open that workspace.
     You can use this option to switch between workspaces.
   • Rename: Select this option, provide a new name, and click Save to rename the workspace in which you are operating.

   • Delete: Select this option and click Yes to delete the workspace in which you are operating.

     Note

     You cannot delete the default workspace.

   • Save As: Select this option provide a name for your new copy of the workspace. Click Save.
     For more information, see Saving-and-sharing-workspaces.
   • Share: Select this option, select the users with whom you want to share the workspace, and click Share.
     For more information, see Saving-and-sharing-workspaces.

Switching between workspaces

1. Click the Search tab.
2. On the Workspaces panel on the right, perform one of the following actions:
   • Click Recent Workspaces and select one of the recently viewed workspaces.
   • On the Workspace Menu list, click Open, select the desired workspace, and then click Open.