When you access the Sheetgo app the first page you see is the workspace. Once there you can:
Create
Duplicate workflows
Organize
Create folders
Pin workflows
Archive workflows
Customize
Change workflow color and icon
Edit workflow information
Trigger settings
Find
In the workspace you can also check your transfer usage. Let's go through the tools that you can find on this page.
Create a new workflow
To create a new workflow in your workspace click the New button at the top left. This will open a menu with different ways to start creating a new workflow:
Blank workflow: Start a new workflow from scratch by choosing to either start with an automation, a form, or a dashboard.
Integrations: If you want to automate a process but are not sure where to start, this option lets you search or browse for presets that fits your needs.
Templates: If you are looking for a pre-built solution, templates is where you should start. On template page you can search for an existing solution built by the Sheetgo team.
Home and recently used workflows
Right below the New button, you can find the My workspace icon which takes you back to your workspace. If you click on the arrow next to it you can expand a recently used workflows.
Track transfer usage
Below the appbar is the transfer usage section where you can see how many transfers you have already used and when they will reset.
Search
Use the search bar at the top of the workspace temows, even those inside a folder.
Create a new folder
You can organize workflows in folders. To create folders click on the icon at the top right of the workspace.
Next, name this new folder, and click Create to finish.
Filter
To show only specific types of workflows, click the icon on the top right and filter by ownership, shared access, or category.
Sort
You can also Sort by name, access date, last execution, and creation. This works for both workflows and folders.
Workflow settings
Aside from creating workflows and folders, you can also manage the settings of specific workflows. Click the three dots at the top right of workflow cards to open settings.
A new menu will appear with several different actions:
New: Create new automations, forms or elements within Dashboards.
Share: Configure who you want to share workflows with.
Triggers: Set rules for workflows to run automatically.
Pin: Make workflows stick to the top of the workspace.
Duplicate: This will copy all the spreadsheets and automations inside the workflow.
Move to a Folder: This will move the workflow to inside one of your existing folders or you can create a new folder to send the workflow to.
Color & icon: Assign colors and icons to your workflows.
Archive/Leave: Archive workflows to remove them from the workspace (workflows can be unarchived at any time). If you are not the workflow's owner you will see an option to leave instead.
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