What are workbenches?
Workbenches will help you set up a work area on the platform that is specific to the needs of your business. Adding a workbench means there is quick access to all the tools that are used frequently. To access the workbench area, click on the workbenches menu, top left of the main window, shown in the image below.
Adding a pre-set workbench
Below is an example with a selection of pre-set workbenches added already, Get started, marketing and sales. To add a new pre-set workbench, click on the green plus icon on the bottom left of the workbench window.
When you click on the green plus icon, this window will open, choose the pre-set workbench that you want to add to your main workbenches window. See example below, with options to add a pre set email workbench and marketing essentials workbenches:
Customise workbenches
Add a customised workbench that has all the tools you want to reach easily, just click on the create from scratch button to choose the tools you want to reach easily on your workbench.
When you click on the create forms scratch, add the name of your customised workbench, choose which staff accounts will have access, then click on the add workbench button and you will see the customise widget on the new workbench as in the example below.
To add frequently used tools to the custom workbench, select get started and the following side pop out will appear on the right hand side, scroll down the pop put to view all the options you can add, as in the example below:
