You are here: Chapter 6: Create a Workspace with the Workspace Setup Wizard > Workspace Wizard Introduction

Workspace Wizard - Introduction

After you license FootPrints and log in for the first time, the Workspace Setup Wizard is displayed. The Workspace Setup Wizard is intended to help you through setting up some of the most popular features of FootPrints for use in Service Desk, customer service, sales, development, or any other issue tracking needs. While there are many configuration options in FootPrints, the Wizard helps you get up and running as quickly as possible with the basic features.

You can navigate through the Wizard using the Next and Back buttons. You can skip any step that you do not want to complete. To exit the Wizard and launch FootPrints, select Cancel. You can set up the workspace at a later time through the administration pages by selecting Administration from the FootPrints Toolbar.

The Workspace Setup Wizard is also available for creating additional workspaces from the System Administration Workspace Management page.

The workspace templates are described below.

  1. For a list of information needed to complete the Wizard fully, click the Information Needed for the Workspace Setup Wizard link.
  2. On the first page of the Wizard, you can select a workspace type.
  3. Select Workspace Type—The drop-down below contains a list of pre-built templates for your first workspace. Select a workspace type and click View Details to see a preview of the fields that are included in the template. If you do not want to use a template, select I Will Make My Own Fields Later. In any case, fields can be added, edited, or changed later from the administration pages.
  4. Select Workspace Name—This is the display name for the workspace.

Available templates are:

Note

These templates contain some fields that have sample choices in them, such as Product (Product 1, Product 2, etc.) and Version Number (Version 1.0, 2.0, etc.). They are intended for evaluation purposes only. To use these fields in your environment, you should edit them to include your actual product names, etc. This can be done at any time from within FootPrints by selecting Administration | Workspace | Form Designer (for workspace or issue-based fields) or Administration | Address Book | Field Maintenance (for contact fields) from the FootPrints Toolbar. Administrators should also note that some of the templates, such as Corporate Service Desk and eSvc Customer Support, create teams in addition to fields.

  1. After selecting a template, click Next.
  2. You can now advance to Step 1.