Workspace Overview

After you have created a workspace, you can begin working in it; collaborating with or presenting to your colleagues using the toolbars located on the left and right of the workspace.

Note: Some options might be hidden if your Organization does not support the related functionality.

1) Workspace Options Menu

When you click the Dot (Options) icon a dropdown menu will appear and there are a series of options you can customize to suit your workspace.

Learn the functions of each menu option here: Menu Options in the Workspace.

2) Search

This feature allows you to search for assets in a workspace, either by canvas or everything. You also can sort assets and filter to narrow your search.

Searching for an asset

  1. Click the search (new) (Search) icon located in the top left of the workspace.
  2. The Search panel opens.
    What search looks like on a Web Client:

    What search panel looks like on a Wall client:
  3. To search by canvas, remain on the Canvas tab (which is the default). To search for all assets (including canvases), click the Everything tab.
  4. Enter keywords in the Search field.
  5. The results appear below the Search field.

Sorting results

You can also sort and filter your search results. To sort or filter your results:

  1. Click the filter_icon (Filter) icon in the Search panel.
  2. For the Canvases tab, the Sort by field displays. Click to open the drop-down menu.
  3. For the Everything tab, the Sort By and Filter By fields display.

The Sort by field contains a drop-down menu that lets you order search results by Best match or Last modified. Best match places those results that most closely match the search terms you entered at or near the top of the results list, with results that only partially match appearing further down in the list. Last modified orders the results based on the last time they were changed, regardless of how well the asset matches the search terms. Best match is the default setting in this field.

Search filters

You can add filters to the search results based on the type of asset that you are seeking. Select one or multiple asset types, and the search results will only display those asset types. You can clear these filters at any time by clicking the X button next to the category in the Filter By field.

You can use the Search feature to locate the following assets:

  • None – Default selection for the Search filter. Selecting None displays all asset types in search results. This action removes all filters that have been placed by a previous search.
  • Canvases – Search by canvas name.
  • Comments – Search for words that appear in workspace comments.
  • Document – Search for MS Word, MS PowerPoint, and MS Excel files by title only. The search engine does not detect words that are included in the document itself.
  • Image – Search for images based on their titles.
  • Notecard or Shape – Search for words that appear in any workspace notecards or shapes.
  • PDF – Search for PDFs by title only . The search engine does not detect words that are included in the PDF files.
  • Text – Search for words that appear in any workspace text box.
  • Videos – Search for YouTube videos by title.
  • Website – Search for URLs by content. Search results display any workspace browser that contains the search term in the URL.

Navigating to content using search

Clicking any of the entries in the search result field causes the workspace to pan to the place on the workspace where the corresponding asset is located, which is a simple and useful way to navigate workspace assets particularly if your workspace is densely populated.

3) Send to wall

You can interact with your workspace on a Wall. This creates a premium collaboration experience in a conference room, executive briefing center, or other group space.

To send a workspace to a Wall from within the workspace:

  1. Click the send_to_wall_new (Send to Wall) icon in the top left of the workspace.
  2. The Send to wall pop-up window opens. Enter the PIN for the Wall.
  3. Click the Send to wall button or press Enter to send the workspace to a Wall.

Note: A Wall’s PIN changes every time a user enters or leaves a workspace. This is security-driven; users can access a Wall without worrying that someone might hijack their meeting or accidentally send a workspace to the same Wall they are using.

You can also Send to Wall from My Bluescape.

4) Collaborators

From the Collaborators icon in a workspace, there are multiple functions you can perform including; adding collaborators in a workspace, leading a workspace, and changing a collaborator’s role from a workspace. Learn all about Collaborating in a Workspace.

5) Start call

You can start or join a meeting from a workspace. Collaborate in real-time, with teams within your Organization, or invite guests.

Note: Collaborators must have access to the workspace before joining the Bluescape Meeting.

6) Comments

Commenting on assets allows your team to leave annotation messages on content throughout the workspace. This makes it easy to share ideas, leave editing notes, and more.

7) Content overview

Learn about adding and building workspace content. Click to play the video.

Workspaces are central repositories where all project materials can be stored, reviewed, and updated. The following content can be added to a workspace via the web and wall clients.

Content Asset Added on Web Added on a Wall Viewed on a Wall
Pen strokes/drawings Yes Yes Yes
Shapes, Lines, and Arrows Yes No No
Notecards Yes Yes Yes
Text Yes Yes Yes
Images Yes No Yes
Videos Yes No No
Animated gifs Yes No* Yes
PDFs Yes No* Yes
Microsoft Word files Yes No* Yes
Microsoft PowerPoint files Yes No* Yes
Microsoft Excel files Yes No* Yes
Templates Yes Yes** Yes
Canvases Yes Yes Yes
Websites Yes Yes Yes
Web-hosted content Yes No* Yes

*This content cannot be added from a Wall, though it will be displayed on the Wall when first added using the Web client or mobile app.
**To access ready-made and custom templates on the Wall, you must be sending a workspace in a Template-enabled Organization to the Wall.

Learn more about the Workplace Content Toolbar.

8) Pan and zoom

Pan

The two options in the bottom right corner of your workspace include Pan and Zoom controls. The pan_icon (Pan) tool allows you to click and release an asset; in addition, it allows you to click, hold, and drag an asset from one location to another. Pan mode also allows you to freely move from left to right and from top to bottom within the workspace. You can click the Pan icon to activate this feature, or you can use the Spacebar keyboard shortcut to enable this mode. This feature is enabled when the Pan icon (hand) is illuminated.

Using the keyboard Spacebar, you can toggle between pan_icon (Pan) and

(Select).

Zoom

The zoom controls allow you to increase or decrease your view of the workspace.

The plus (+) and minus (-) zoom controls, located at the bottom right of the workspace, allowing you to maximize and minimize the workspace (respectively).

This feature is useful if you need to magnify the workspace (to include fewer assets in the workspace view) or reduce the view (to include more assets). The asset size is not impacted by the zoom control level.

When you hover over or interact with the zoom controls, a horizontal slider becomes visible. Similar to volume control, you can move the slider left to right/right to left (manually) or by clicking the plus (+) and minus (-) symbols. While clicking the plus (+) symbol zooms in, clicking the minus (-) symbol zooms out. In addition, you can use the minus (-) keyboard shortcut to zoom out and the equal symbol (=) to zoom in.

The notch in the middle of this slider represents the default zoom level. You can click the notch or press 0 on your keyboard to return to the default zoom level.

The Bluescape workspace uses dynamic zoom; as you add content, you can zoom out further.

The zoom controls also include the zoom-to-content (Zoom to Content) icon. Clicking this icon or pressing 1 on your keyboard zooms out to display all of your workspace content. This is useful if you have difficulty finding particular content while panning in the workspace. If you have several asset groups, this feature will zoom out to display each – allowing you to then zoom to the preferred area of interest.

Touch navigation differs from web and wall clients. Learn more about touch navigation on the Bluescape Wall.

If at any time you want to return to MyBluescape from a workspace, click the bluescape_icon (MyBluescape) icon in the top left corner of the workspace.

Still have questions? Reply and the community will come to your aid.