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Process Tempo Insights

  • Daria Chadwick

Introducing Process Tempo Workspaces

Process Tempo Workspaces allow users to combine relevant project content such as dashboards, reports, etc. into a single working environment. Grouping relevant material in this way can be very useful because it creates a one stop shop for everything data-related for a given use case or project.

Most dashboard and analytics vendors simply group dashboards or reports in a folder structure and assign access control to each folder. We take this approach much further with our Workspaces. We understand that a dashboard is just a pretty picture without context. It is natural for someone when viewing a dashboard to have questions such as:

  • "Where did this data come from?"

  • "When was it last updated?"

  • "Who is responsible for this data?"

  • "What has been done to it?"

To help answer these questions we make it easy to assemble dashboards, reports and other Process Tempo artifacts in one place. We then allow users to add links to external resources such as FAQs, notes, support documentation and other information so that it appears alongside this content. In this manner your team can provide all of the corresponding information in one place to provide context to your dashboards and reports.

A well-organized workspace will provide a better end user experience which should translate into increased trust and confidence in the data that is presented.

How to create a Workspace

Any user can create a workspace by navigating to the Workspace list view and selecting Create New Workspace. Once inside, the user can begin to add folders and content. When ready, the user can then invite other users to join the space and assign specific roles to each user.

An image that shows how to add a user to a workspace
Adding users to a Workspace

Workspaces are most often created for specific use cases, projects or teams. However, content can be shared across workspaces. For example, a development team can build a dashboard in one Workspace and then share it with their end users in another Workspace.

A Process Tempo Workspace

6 Reasons Why Your Organization Needs Workspaces

1) Meet Specific User and Persona Needs

Access to contextual information should not be a one-size-fits all. Workspaces can be tailored so that specific users can find exactly what they need. Traditionally, analytics platforms use a simple folder approach to group a series of dashboards. Everything else is hidden to the end-user. This lack of visibility makes it challenging to provide a high degree of customer service to viewers. Viewers will always want more information, want more context behind what they're seeing, and want to know if data is trustworthy before decisions can be made.

2) Sharing is Caring

Workspaces are designed so that dashboard and report designers can share the artifacts they create in a secure and straightforward manner. Changes to an original dashboard will be reflected in every Workspace a dashboard has been shared to.

3) Add Context to Dashboards and Reports

A dashboard can represent data in a visually appealing way, but they're rendered useless without context. Dashboards are meant to support decision-making and associated information with that dashboard should be available to end-users. Knowing who built the dashboard, when was it last updated, where the data came from, how accurate the data is - these are just some of the common questions workspaces help answer for end-users. By incorporating related information and documentation to a Workspace, timely, accurate context to the data is available 24/7.

4) Enjoy a Clutter-Free Experience

Workspaces can be designed to keep content organized and straightforward, minimizing complexity for all users. They can also be well managed by using multiple sub-folders. Managing content in this intelligent fashion creates a more polished experience for the end-user and increases the perception that what they are looking at is accurate and of professional grade.

5) Easily Access Documentation and Support

Help guides, FAQs, helpdesk forms and other artifacts are essential for end-users. With workspaces, these components can be made available alongside each dashboard or report that's viewed. Even standalone links can be added, [so that a viewer knows what to do if they have a question.]

6) Incorporate Public or Private Access

Administrators can create Public Workspaces for users, meaning the content placed in these Workspaces are accessible to any authenticated user with the right permissions. This is helpful when distributing information to a broader audience. While users can be authenticated by administrators, this feature can be turned off entirely once a final audience is clarified. This helps cut down on typical restrictions that users can run into when viewing dashboards and reports. With other visualization tools like Tableau, end-users may need licenses or accounts to view certain content. Workspaces admin permissions helps lift that barrier and ensure work can continue uninterrupted.


The release of Workspaces will significantly improve modern data sharing, analysis, and decision-making at an enterprise level. Administrators and end-users will be able to quickly and efficiently communicate critical information with one another. Decision-making and collaboration will be enhanced between individuals and teams as the necessary context surrounding specific data and information will be readily available. Private, customizable environments within workspaces help elevate individual user productivity, while Public domains keep teams up to date and on the same page. Administrators can swiftly manage permissions to organize and protect data, reducing the need for individuals and organizations to manage paid licenses and accounts to view specific dashboards and information.

The addition of Workspaces to existing Process Tempo functionalities will be transformative to how executives, department heads, individuals and teams are able to work with, manage, share, and act upon data in 2022. To learn more and to see Workspaces in action, click here to schedule a demonstration.

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