This new feature unique to the Management Portal allows each individual user to create one or more workspaces, each populated with their chosen selection of Widgets, which are a variety of tools and information boxes, to serve up a customizable view of the items they need the most for their work.
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The motivation behind Workspaces is that the most-frequently-looked-up information varies from one job role to another. A Community Manager might want to see Project / Tasks and AP workflows first. An accountant probably wants a Trial Balance and Actual vs Budget. A resident service advisor may need the owner’s statement, contact information, and property statuses right off. And any of these folks might find themselves doing a task that requires something different up front than what they usually need. As a comparison to the Management / Board Portal (“Classic”), the Community Dashboard provided basic community information in a static “one size fits all” format. Most of the time in practice, however, users would skip right past the Community Dashboard and use the Quick Links to navigate straight to the page they needed (e.g., Property and Owner Info or Documents). However, here we have empowered you to make your most frequently-used pages to be displayed right up front, automatically.
The ability to add a workspace is found in four focuses: Portfolio, Community, Property and CiraBooks. Widget availability will differ depending upon the location and your role, but they share some commonalties in how they are created, viewed, and even shared
See also:
All about CiraNet Workspaces (detailed)