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PI Perform 101
What are workspaces in PI Perform?
What are workspaces in PI Perform?
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Written by JP
Updated over a week ago

Workspaces are collaboration spaces between you and your coworkers. Think of it as your place for collaboration and transparency. You can add agenda topics for discussion, assign action items, set due dates and get notified when tasks get completed in a workspace.

There are two types of workspaces, 1:1s & Groups.

👥 1:1 workspaces are private between you and one other person, often a manager or direct report but sometimes a colleague you collaborate on projects frequently.

💬 Group workspaces are for more than two people, group workspaces are great for weekly team meetings and cross-functional initiatives. Each organization automatically has an All Hands workspace to use for whole team meetings or cross-functional collaboration.

🌟 Starred workspaces

Right-click a desired workspace to star or un-star it. All starred workspaces will appear in their own "Starred Workspaces" section at the top of your workspace list for quick and easy access.

The primary tab of your workspace consists of two sections: Discussion Topics and Action Items. 

Use Discussion Topics section to add things you'd like to discuss. Your teammate will be able to see the topics you add. When you complete a topic, you can find them in "View all Completed" located below your action items.

Use the Action Items section to add tasks that just need to get done. Often, discussion topics are converted into action items in recurring meetings. Action items should have a clear owner, and a due date. We'll notify the owner when they're assigned. We'll also notify the author and the owner when the task's due date is close.

Still have questions or need troubleshooting? Please use this link to submit a ticket. Thanks.

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