Creating and Managing Workspaces

Workspaces in myFolio provide flexibility around assigning Folio professional growth items, called Waypoints. A myFolio Workspace can also facilitate team and collaborative work. 

Waypoints are similar to Folio Milestones (Goals Meeting, Observation, Year-end Summary, etc.) in that they have due dates, are tracked by myFolio, and are associated with a Note Type.

Waypoint timelines are entirely customizable and apply only to the members of the specific Workspace the Waypoints pertain to.

How-to Create a Workspace

• Click the Manage drop-down and select Workspaces.
• Once on the Workspaces page, click the "Add Workspace" button. On the new Workspace page, give it an appropriate name and a description (optional.)
• Add one or more Workspace Leaders, Workspace Collaborators, and Members by typing the employee’s name and then clicking to add them. 
• Click “Create Workspace” to create the Workspace (you and any Workspace Leader can edit it later.)

NOTE:  Collaborators and Members of a Workspace can be made exempt from the Organizational Milestones (Goals Meeting, Year-end Summary, etc.) by checking the “Milestone exempt” box.  

Workspace Roles

Creating a Timeline

Once a Workspace is created, add a Timeline with Waypoints. To do this, on the particular Workspace’s page, click the “Add Timeline” button.

On the Timeline page, enter a start date, and an end date. To the Timeline, a Waypoint by clicking "Add Waypoint." Each Waypoint needs a name, description, due date, and Note type that fulfills it. For example, if the Waypoint relates to an employee’s Goals, you could select the Goals Meeting Note. 

You can access a more detailed version if you click the Timeline’s name:

Like all Workspace settings (except for Members), only the Workspace Leader can create the Workspace’s timeline.

Completing Waypoints

To complete a Waypoint, navigate to the Members tab of the Workspace. Find the Workspace member whose Waypoint you want to complete and click the date of the Waypoint. You will be taken to the associated Note type for that Waypoint. Write the Note and publish it to complete the Waypoint.

Users can also create a Waypoint-associated Note from the “My Timeline” section of their Dashboard. Click the due date of the Waypoint to be taken to the associated Note type. They can then write the note and publish it.  

NOTE: All Waypoint-related Notes that are published can be found on the employee’s Notes page, along with their other Notes.

Managing Workspaces

Folio School Admins can Archive or Delete Workspaces. Archived Workspaces can be restored, while deleted Workspaces are permanently deleted.  

• The Waypoints associated with an archived Workspace or a deleted are removed from the Members’ or Collaborators’ timeline.  

To archive or delete a Workspace, click the Archive or Delete link associated with the Workspace. You will receive a confirmation pop-up before the action is completed.

• Archived Workspaces can be restored from the Archived Workspaces page. To reach this page, click the “View Archived Workspaces” button on the Workspaces page.