July 21, 2023

Organizing Your Workspaces & Bundles

Nicholas Mohnacky

To help you get started, we created a product mind map that illustrates how you can organize workspaces, bundles, collaborators, and content.

This mind map can be used as a starting point to help you visualize how your Workspace should be structured. It provides an overview of the various features available to you and how they can be used together. It also gives insight into how different users can collaborate on projects and share content. We want you to download three critical takeaways from this post.

  1. How workspaces and bundles work
  2. How to collaborate with others
  3. How to leverage the knowledge graph to find and discover information

Click here to open the interactive mind map in your browser. And continue reading below.

Organizing Your Team with Workspaces & Bundles

When considering the name of your Workspaces, think about them as a company or a project; these are the highest level of organization.

Workspaces can be used to organize your team's work and keep everyone on the same page. They provide a central hub for your projects, documents, conversations, and more. You can create multiple workspaces to separate your organization's focus areas or teams.

When considering the names of your Bundles, think about them as folders nested inside a Workspace.

Organizing Bundles for Collaboration

Try to keep your Bundle names short and descriptive, so they are easy to remember. When creating multiple Bundles within a Workspace, consider how they will be organized and what makes sense for their structure. Finally, make sure that the names of your Bundles are unique and do not conflict with any existing ones in the Workspace.

Collaboration happens on the Bundle-level. Adding team members is a two-step process. First, add the user to the Workspace, then add them to the Bundles you want them to have access to.

Once the user is added to the Workspace, they will only see the General Bundle within that Workspace. They can then be given access to specific Bundles for collaboration purposes. This can be done by selecting the Bundle and clicking on the Settings tab. Then, scroll down until you see the user's name and toggle them "ON"; the user will receive an email notification with a link to join the Bundle. Once they have accepted, they will have full access to collaborate on any content within that Bundle.

Tap into the Knowledge Graphs to Find What You Need

Now that you have Workspaces, Bundles, and Collaborators, you'll be creating a lot of content quickly. This is where the knowledge graph comes in.

A knowledge graph is a powerful tool that allows you to quickly organize and access your content. It helps you keep track of all the information related to your project, from documents and images to conversations and tasks. With the knowledge graph, you can easily find what you need when you need it, making collaboration smoother and more efficient. Plus, with its intuitive interface, it's easy to learn how to use the knowledge graph so everyone on your team can get up to speed quickly.

There are three ways you can tap into your knowledge graph.

  1. Use the top search bar and type keywords, phrases, or ask a question
  2. On the note level, click the "Search" icon on the right-hand sidebar
  3. Tap the bundleIQ icon in the browser toolbar and search via the chrome extension

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Nicholas Mohnacky
Tech Entrepreneur & Surfer
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