Setting up your first workspace

Workspaces are where your team's knowledge is stored and shared. Workspaces can be created around projects, teams, or topics such as design, development, or engineering.

It's where you collaborate with your colleagues or friends.

Create a team

Every great project starts with a motivated team. Get started by creating your team in Nuclino. Learn more about teams in the Nuclino Help Center.

nuclino-create-team

Create a workspace

Now that you have a team, time to set up your virtual workspace. It can be a workspace for a specific topic (e.g. HR policies), department (e.g. Engineering), project (e.g. New app release) – anything you want. Learn more about workspaces.

Nuclino-create-a-workspace

When setting up your workspace you can customize the default access rights settings to decide:

(A) Who can access your workspace.

  • Public workspaces can be seen and accessed by anyone on your team by default. Create public workspaces for information that needs to be shared with everyone, such as company policies.

  • Private workspaces are accessible only to selected team members and are invisible to the rest of your team. This setting is useful for storing and sharing confidential information, for example, related to performance reviews, salaries and so on.

(B) Who can edit the content of your workspace.

  • Full-access workspaces can be read and edited by all team members by default. These workspaces are great for fostering collaboration on team projects.

  • Read-only workspaces can only be read by default. Such workspaces can be used for information that may need to be accessed by everyone but only edited by approved members, for example, brand guidelines.

Regardless of the default workspace role, you can always adjust the role of a user in the workspace settings. Learn more in our Help Center: Access and Security.

Create items and clusters

After setting up your workspace it's time to add some content to it. The fundamental unit of a workspace is an item. Items are documents that can be edited in real-time by multiple users and contain many different kinds of content such as text, images, tables, code, embeds, and more. You can create items for different types of content, for example, how-to guides, meeting notes, ideas – anything you want to store, share, and collaborate on.

You can create an item by clicking the "+" at the top of the sidebar and selecting "Create item" in the drop-down menu.

Nuclino-create-cluster

Related items can be grouped into clusters – think of clusters as folders for your documents. For example, you can create a "Meeting notes" cluster to keep all of your items containing meeting minutes in one place.

Learn more about items and clusters.

Customizing your workspace

Nuclino is a flexible and easily customizable tool that can accommodate the unique needs of different teams. Depending on whether you are using Nuclino as an internal knowledge base, a company wiki, a project documentation, or team collaboration tool (or all of the above), different workspace setups might work better for you.

Here are a few tips on setting up your workspace in Nuclino.

Workspaces for storing knowledge

Nuclino is great for storing your company knowledge in a transparent and easily discoverable way. A good way to set up your company wiki in Nuclino would be to create clusters for common topics, for example guides, policies, contact information, troubleshooting, and so on. Your wiki can live in the same workspace, or different workspaces can be created for different topics or departments.

Nuclino-knoweldge-base

Useful features:

  • The "Recent" view to easily see the changes in procedures and policies.

  • Pinning items containing the most frequently requested information, such as passwords or FAQ, to the top of the list.

  • Access right customization and read-only workspaces.

Workspaces for tracking progress

The "Board" view makes it easy to track progress and view your items in a workflow. If you want to use Nuclino as a project management tool, the easiest way to set it up would be to create the "To do", "In progress", and "Done" clusters and you simply drag and drop items from one column to the other.

Nuclino-board

Useful features:

  • The "Board" view to display your items in a Kanban board.

  • Adding item members to assign them a task and send them instant notification whenever there is a new comment in the item.

  • Checklists with itemized task lists.

Workspaces for collaborating and sharing

Nuclino was designed to facilitate team collaboration and make member contributions as effortless as possible. If you want to encourage your team to exchange ideas and feedback, you might want to set up a workspace accordingly, creating items and clusters that are open for everyone to view and edit.

Nuclino-comments

Useful features:

  • @-mentions within items to tag your colleagues and send them instant notifications.

  • Inline comments to start team discussions.

  • Full-access public team workspaces.

Next up:

Onboarding your team