{"id":3444,"date":"2022-10-15T19:34:47","date_gmt":"2022-10-15T19:34:47","guid":{"rendered":"https:\/\/sales-ai-agents.com\/?post_type=docs&#038;p=3444"},"modified":"2023-10-09T12:38:26","modified_gmt":"2023-10-09T12:38:26","password":"","slug":"workspaces","status":"publish","type":"docs","link":"https:\/\/sales-ai-agents.com\/fr\/guides\/basics\/workspaces\/","title":{"rendered":"Workspaces"},"content":{"rendered":"\n<p>One of the main keys to of successful and productive work is proper distribution and categorization of information. Personal information should never get mixed with corporate or work-related documents.<\/p>\n\n\n\n<p>Workspaces lay the groundwork for properly organizing your notes. In each Workspace you can create your own folder \/ subfolder structure, tags and notes.<\/p>\n\n\n\n<p>For work-related matters, you can create a workspace titled Work where you can save only information related to your corporate issues. In a workspace titled Home you can create folders and tag lists related to your personal matters only.<\/p>\n\n\n\n<p>There are no restrictions whatsoever and most importantly &#8211; zero confusion at any point!<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"b2590211378_448\">How to create a new workspace?<\/h2>\n\n\n\n<p>To create a workspace, open the left panel and click on the arrow to open the workspace window.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/sales-ai-agents.com\/images\/newweb31.jpg\" alt=\"To create a workspace, open the left panel and click on the arrow to open the workspace window.\"\/><\/figure><\/div>\n\n\n<p>Next, click on New workspace.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/sales-ai-agents.com\/images\/newweb32.jpg\" alt=\"Next, click on New workspace.\"\/><\/figure><\/div>\n\n\n<p>Type in the name of the new workspace, then press Create.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/sales-ai-agents.com\/images\/newweb33.jpg\" alt=\"Type in the name of the new workspace, then press Create.\"\/><\/figure><\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"b2590211378_490\">How to switch to another workspace?<\/h2>\n\n\n\n<p>Click on the arrow on the left to view the list of projects. Then click on the desired project.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/sales-ai-agents.com\/images\/newweb34.jpg\" alt=\"Click on the arrow on the left to view the list of projects. Then click on the desired project.\"\/><\/figure><\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"b2590211378_537\">How to remove a workspace?<\/h2>\n\n\n\n<p>Open the project list and click on Manage<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/sales-ai-agents.com\/images\/newweb35.jpg\" alt=\"Open the project list and click on Manage\"\/><\/figure><\/div>\n\n\n<p>Next, click on the project menu and select Delete workspace.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/sales-ai-agents.com\/images\/newweb36.jpg\" alt=\"Next, click on the project menu and select Delete workspace.\"\/><\/figure><\/div>\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/sales-ai-agents.com\/images\/newweb37.jpg\" alt=\"Next, click on the project menu and select Delete workspace.\"\/><\/figure><\/div>\n\n\n<p>Important! All workspace data will be deleted &#8211; folders, tags and notes. It will be impossible to restore that data!<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"b2590211378_575\">How to rename a workspace?<\/h2>\n\n\n\n<p>Tap on the workspace menu and select Manage workspaces. Next, click on the rename button and enter a new name.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/sales-ai-agents.com\/images\/newweb36.jpg\" alt=\"Tap on the workspace menu and select Manage workspaces. Next, click on the rename button and enter a new name.\"\/><\/figure><\/div>\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/sales-ai-agents.com\/images\/newweb38.jpg\" alt=\"Tap on the workspace menu and select Manage workspaces. Next, click on the rename button and enter a new name.\"\/><\/figure><\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"b2590211378_997\">How to move a note\/folder to another workspace?<\/h2>\n\n\n\n<p>1) Right-click on note\/folder &#8211; Move to other workspace.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter is-resized\"><img decoding=\"async\" src=\"https:\/\/sales-ai-agents.com\/images\/mtw1.jpg\" alt=\"Right-click on note\/folder - Move to other workspace\" style=\"width:350px\" width=\"350\"\/><\/figure><\/div>\n\n\n<p>2) Select the needed workspace from the list and tap on it.<\/p>\n\n\n\n<p>3) Click on Move and wait for the note to be moved.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/sales-ai-agents.com\/images\/mtw2.jpg\" alt=\"Click on Move and wait for the note to be moved.\"\/><\/figure><\/div>\n\n\n<p>When moving or copying notes to another project, the time will update at the moment of moving.<\/p>\n\n\n\n<p>The notes will be moved to the My Notes folder of the project you selected. Later you can move it to another folder manually.<\/p>\n\n\n\n<p>If you want to send a note from a personal workspace to a shared one (the one shared with you) and vice versa, the note will be copied rather than moved. This means the original note will remain in the workspace, with a copy moved to the new workspace.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"b50004968_203\">I was added to the project. Can I leave it?<\/h2>\n\n\n\n<p>Yes, go to the project.<\/p>\n\n\n\n<p>Open project menu.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/app.nimbusweb.me\/box\/attachment\/3630920\/t5bxm321ipt7yll6fm4a\/ko1m5NJ8hiwiVbR2\/image.png\" alt=\"I was added to the project. Can I leave it?\"\/><\/figure><\/div>\n\n\n<p>Press Leave workspace.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/app.nimbusweb.me\/box\/attachment\/3630920\/t5bxm321ipt7yll6fm4a\/hHrPNcjxMXmj4v8P\/image.png\" alt=\"I was added to the project. Can I leave it?\"\/><\/figure><\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"b2590211378_336\">How do I create more than 5 workspaces?<\/h2>\n\n\n\n<p>To do this, you need to switch to a Business account. Learn more about Nimbus Note for Business and its benefit by visiting this <a href=\"https:\/\/sales-ai-agents.com\/guides\/organization\/business-teams-account-getting-started\/\">link<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"b2567263619_189\">I bought a subscription to Nimbus Pro and invited other members to the workspace. Will they also have Nimbus Pro accounts?<\/h2>\n\n\n\n<p>No, the account status will not change for the invited workspace participants. However, in your workspace they will enjoy premium features, such as increased file size, OCR, document search, etc.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>One of the main keys to of successful and productive work is proper distribution and categorization of information. Personal information should never get mixed with corporate or work-related documents. Workspaces lay the groundwork for properly organizing your notes. In each Workspace you can create your own folder \/ subfolder structure, tags and notes. For work-related [&hellip;]<\/p>\n","protected":false},"author":18,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"doc_category":[4],"doc_tag":[],"class_list":["post-3444","docs","type-docs","status-publish","hentry","doc_category-basics"],"acf":[],"year_month":"2026-04","word_count":472,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"Kuzma Safonov","author_nicename":"kuzmasaf","author_url":"https:\/\/sales-ai-agents.com\/fr\/blog\/author\/kuzmasaf\/"},"doc_category_info":[{"term_name":"FuseBase Basics","term_url":"https:\/\/sales-ai-agents.com\/guides\/basics\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.3.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Workspaces - Sales AI Agents<\/title>\n<meta name=\"description\" content=\"To create a workspace, open the left panel and click on the arrow to open the workspace window.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/sales-ai-agents.com\/fr\/guides\/basics\/workspaces\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Workspaces - Sales AI Agents\" \/>\n<meta property=\"og:description\" content=\"To create a workspace, open the left panel and click on the arrow to open the workspace window.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/sales-ai-agents.com\/guides\/basics\/workspaces\/\" \/>\n<meta property=\"og:site_name\" content=\"Sales AI Agents\" \/>\n<meta property=\"article:modified_time\" content=\"2023-10-09T12:38:26+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/nimbusweb.me\/wp-content\/uploads\/2025\/05\/og-2025.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/sales-ai-agents.com\/guides\/basics\/workspaces\/\",\"url\":\"https:\/\/sales-ai-agents.com\/guides\/basics\/workspaces\/\",\"name\":\"Workspaces - Sales AI Agents\",\"isPartOf\":{\"@id\":\"https:\/\/sales-ai-agents.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/sales-ai-agents.com\/guides\/basics\/workspaces\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/sales-ai-agents.com\/guides\/basics\/workspaces\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/sales-ai-agents.com\/images\/newweb31.jpg\",\"datePublished\":\"2022-10-15T19:34:47+00:00\",\"dateModified\":\"2023-10-09T12:38:26+00:00\",\"description\":\"To create a workspace, open the left panel and click on the arrow to open the workspace window.\",\"breadcrumb\":{\"@id\":\"https:\/\/sales-ai-agents.com\/guides\/basics\/workspaces\/#breadcrumb\"},\"inLanguage\":\"fr-FR\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/sales-ai-agents.com\/guides\/basics\/workspaces\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"fr-FR\",\"@id\":\"https:\/\/sales-ai-agents.com\/guides\/basics\/workspaces\/#primaryimage\",\"url\":\"https:\/\/sales-ai-agents.com\/images\/newweb31.jpg\",\"contentUrl\":\"https:\/\/sales-ai-agents.com\/images\/newweb31.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/sales-ai-agents.com\/guides\/basics\/workspaces\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Guides\",\"item\":\"https:\/\/sales-ai-agents.com\/guides\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Workspaces\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/sales-ai-agents.com\/#website\",\"url\":\"https:\/\/sales-ai-agents.com\/\",\"name\":\"FuseBase\",\"description\":\"Sales AI Agents - Free Online Collaboration Software for Remote Teams. 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