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How to Use Seek Workspaces
How to Use Seek Workspaces

Save your entire project setup in Seek in a single workspace.

Jennifer Funk avatar
Written by Jennifer Funk
Updated this week

Workspaces is a Seek feature.

It's available to all Seek license holders.

Saved Workspaces eliminates the need to manually reconfigure your data, regions, and other settings whenever you switch contexts or projects. It significantly reduces the time and effort required to manage multiple projects in Seek.

What's a Workspace?

In Seek, a Workspace consists of your entire project setup: the region(s) you've selected, the data you've selected and the settings you've applied it (eg, normalization, custom labels), and the way you've configured each view (eg, Table, Map, Trends, etc.).

Your Default Workspace stores this information based on your last session, allowing you to return to Seek anytime and pick up wherever you left off.

However, if there is a specific setup you'd like to come back to for specific projects, you'll want to save a workspace for each of these projects.



How to Save a Workspace

You can save a Workspace to return to its specific configurations at any time - for example, if you're working on two projects, you can switch from one project to the other without losing your work. There are three ways to create a workspace.

On the Workspaces page, click the "New Workspace" button.

From an existing Saved Workspace, click "Duplicate" in the workspace's menu.

As you're exploring data, click "Save workspace as" in the Control Panel.

Manage Your Workspaces

Find your Saved Workspaces on the Seek Workspaces page. You can always access this page by clicking the "Your Workspaces" link at the top of the control panel.
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You also have the option to set this page as your main Seek page - seek.mysidewalk.com. See below for instructions on how to do this.

From the Seek Workspaces page, you can see all your workspaces at once; click to open any of them; and rename, duplicate, and delete them.
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Note: Deleted workspaces cannot be recovered.

Workspaces in Seek are personal to each user. Other license holders on your account cannot see or access your saved workspaces. (This is unlike Folders, Reports, and Dashboards in Chart, which are available to all users on an account.)


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Set Your Workspace Page As Your Seek Start Page

If you frequently manage multiple projects at once in Seek, you might like to start every Seek session on your Workspaces page. This will allow you to see all your Workspaces and select the one you need at the moment. To do this, scroll to the bottom of the Workspaces page and select "Your saved workspaces."

Frequently Asked Questions

  • What's the difference between a Saved Workspace and a Saved Search?

    • Saved Workspaces

      • save all settings (data, regions, view)

      • help streamline individual workflows

      • save data and data settings only

      • help drive organizational use of common indicators

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