Workspaces Reference

Detailed documentation of workspace settings and AI defaults.

Workspace Properties

Name

Display name for the workspace.

Tips:

• Use descriptive names (client name, project type)
• Keep names concise for display in filters

Color

Visual identifier for the workspace.

Uses:

• Dashboard filtering
• Project list badges
• Quick visual identification

Description

Optional longer description of the workspace purpose.

AI Defaults

Save your preferred AI settings per workspace for consistent results.

How It Works

1. Configure AI tool settings in dialog
2. Click "Save as Workspace Defaults"
3. Next time, click "Load Defaults" to restore

Minutes Generation Defaults

Settings that can be saved:

Setting	What It Stores
Context	Background information text
Verbosity	Concise/Normal/Detailed
Output Format	Word/Markdown/Text/Auto
Custom Template	Template text if customized

Transcript Correction Defaults

Settings that can be saved:

Setting	What It Stores
Context	Domain terms and context

Assigning Transcripts

From Dashboard

• Select transcript
• Choose workspace from dropdown
• Changes take effect immediately

From AI Dialogs

• Some AI dialogs allow workspace assignment
• Useful for applying defaults while working

Bulk Assignment

• Select multiple transcripts
• Choose "Assign to Workspace" action
• Select target workspace

Filtering by Workspace

Dashboard Filter

• Click the workspace filter dropdown on the dashboard
• Select a workspace to filter projects
• Select "All Workspaces" to show everything
• Select "Unassigned" to show projects without a workspace

Color Indicators

• Colored dots on project cards
• Workspace badge in project list

Related

• Workspaces Guide - Getting started
• AI Minutes - Using workspace defaults