TABLE OF CONTENTS

Creating a Workspace


If it’s your first time in Pandos, upon login you can follow the tutorial prompt to be directed to a page to create your workspace. If you are not following the prompt:

  • Clicking icon on the top of the left menu bar to Go to the Workspaces page,
  • Click on the + icon on the top right corner of the page.


Workspace General Information

First, determine your workspace details:

Title: The name of your workspace as it will appear across the platform.

Description: A brief overview of the workspace purpose or focus.

Color: Choose a color to represent your workspace label.

Initials: The workspace will appear in the Workspaces bar with these initials.

Mission and Vision: Share the company’s vision and mission—especially if it’s a well-established organization—to align employees and clarify goals.



Workspace Types

Select your workspace type from the drop-down list.

  • Personal: For managing your individual work and goals.

  • Project: For project management.

  • Organization: For managing company or team workflows.

  • Institution Course: For hosting and managing institutional courses.

  • Independent Course: For tutors or instructors managing their own classes.


Some Workspace types may require additional details — for example, course workspaces need you to specify whether they are instructor-paced or student-paced. If the course is instructor-paced, you’ll also need to set a schedule


Workspace Settings

Workspace settings define how your workspace functions. You’ll need to set the right permissions and access levels to control what individuals and teams can view or modify.


Members can access: 

  • Their own work only: Users can view and manage only the objectives, tasks, and assessments they are assigned to or responsible for reviewing.
  • Everyone’s work: Users can access other members' objectives, tasks, and assessments and collaborate on all workspace activities.


Notes: 
1. If members' access is set to "Everyone's work," they can collaborate on all workspace activities, even for tasks they are not assigned to (e.g. submit progress reports or mark tasks/Key Results as done for others)

2. If members’ access is set to "Their Own Work Only," you can still grant access to specific assessment reports in the Assessment Settings, or to individual OKRs through their Org Chart position settings.



Teams can be created by: 

  • Owner/Admin: Only workspace owners or admins can create new teams. (Read more: Workspace Roles). 
  • Everyone: Any member can create a team. (This setting will disable the Team Formation Assistant)
Note: If teams creation is open to everyone, the Team Formation Assistant becomes disabled to avoid any conflict.



Members can assign tasks/subtasks to: 

  • Everyone in the workspace: Members can assign tasks to anyone in workspace, regardless of team affiliation.
  • Themselves and their teammates: Members can only assign tasks to themselves or their teammates. 


Workspace members: 

  • Can see other teams: Members can view all existing teams, their members, and Team profile. Therefore, they can also send request to join teams.
  • Cannot see other members and teams: Members only see the work assigned to themselves or their team(s)

Pandos plans

Choose the plan that best suits your needs. 


1. Individual Plan

With Pandos Individual plan, you will have free access to all the features for your individual growth. You can:

  • Create your personal Profile and add your personality type to it using a valid personality test, 
  • Set your Objectives and Key results, 
  • Create your tasks with deadlines, links or files, and sync them with your Google Calendar, 
  • Use an in-app cloud drive and more.


Note: Subscription is optional for Individual Plan. You can upgrade anytime later.


2. Team Plan 

The team plan is to boost your team’s efficiency and productivity. In addition to the features in the Individual plan, Team Plan lets you:

  • Create a team profile that showcases your team's collective talent, availability and personality and earn badges based on the overall team performance, 
  • Create well-matched teams using Team Formation Assistant, 
  • Share your Objective and Key results as well as tasks with your teammates, 
  • Assign tasks to individuals or teams and have discussion threads on each task separately. 


Note: Team Plan is subscription-based, but it's free for up to 20 members.


3. Organization Plan

The organization plan is the full-feature version of Pandos app and is perfect for organizational growth and success. On top of the Individual and Team plans features, here, you can:

  • Create your organizational chart and specify individuals roles and positions,
  • Assign OKRs to others, and align them through different layers of your organization by cascading and laddering, 
  • Connect tasks to your key results to ensure all team efforts are aligned with organizational goals,
  • Use Dashboard to get an overall performance review.


Note: Organization Plan is subscription-based with a one-month free trial.


Inviting people to a workspace


You can find the Invite link in two different places:


  1. Workspaces page: On the Workspaces page, click the "⋮" icon on the top right of your workspace tile, and select Invite from the drop-down menu.


  2. Click on the workspace to open, select the People page. Then, click theicon on the top right of the People list.



There are two methods to send invitations:


1. Workspace Link: Copy and share your workspace-specific link.




2. Email: Add names and emails so Pandos can send invitation emails with the workspace joining  link.  

  • You can add Emails manually or import them from a CSV file.
  • Click on the “pending invitation” link to view the emails of people who have been invited but have not yet joined your workspace.




Note: Confirm with the individuals you are inviting that they consent to using and have access to the email you provide, as it will be visible in their profile and they will receive workspace notifications at this address.



Related Article: Workspaces Page & Settings

Related Article: General Tools and Settings (Header)