Tutorial 001: Workspaces and categories

Getting started

The “Workspaces” and “Categories” lists are on the left side of your browser window when you are logged in to Consol; this is where you begin organizing your content.

Think of a workspace as a room—a room where you do specfic activities. The activities you do in that room are likely to be different from the activities you do in other rooms. In other words, that how you work and organize your activities will be distinct from the way you work in and organize other rooms. Workspaces are distinct too; the categories and content in one workspace are separate from the categories and content of another.

Think of a category as an activity in that room (workspace). That room could be used for many activities or just a few, and those activities could change over time. A workspace might have many categories or two: in either case, the categories are distinct from one another.

You will choose how workspaces and categories best suit your organizational needs. But do not mistake them as a static framework for organization—they are designed to be flexible and easy to use. Please, continue reading to understand how to use the power to create workspaces and categories of your own.

Default workspaces

These seven colored workspaces will always be in your Workspaces list.

They are the basis for content management and interaction with other users in Consol, and we will explain them in Tutorial 5: Default workspaces. Right now, however, we want to teach you how to make your own workspaces.

Your workspaces

Think of two places: for example, home and work. The activities and associated requirements of those places are different (even if you work from home). One workspace could be for career work, while another could be for your hobby, such as photography. You might have a another workspace for vacation plans, food, or a volunteer program. So how do you create a workspace?

To create a workspace, give it a name in the “Add Workspace…” field at the top of the Workspaces list and hit ENTER.

Your new workspace will appear at the bottom of the Workspaces list (the leftmost list).

You can create as many workspaces as you need. If you fill up the Workspaces list, the list will become scrollable. In that case, you would hover your mouse over the list to scroll it (or drag your finger on the list if you are on a mobile device).

Each workspace you create is unique and will give you a new space for organization. Each workspace must have a different name.

Click on your new workspace to view it. The list highlighting indicates which workspace you are currently viewing.

Now you know how to make a workspace! Go ahead and make one or two more for practice. Later, as we get into a couple more tutorials, you will begin to see how workspaces are used to organize and distinguish between different activities.

Your categories

Having multiple workspaces is nice, but they will need some structure to become useful. Again, imagine that each workspace is a room in a house. Like shelves in a room, where each shelf might have a specific purpose, categories give your workspaces some structure for organization. Let’s learn how to make a category.

To make a new category in your workspace, give it a name in the “Add Category…” field at the top of the Categories list and hit ENTER.

Your category will show in the body of the Categories list (the list second from the left).

You’ve probably noticed the “*All” category by now. Every workspace you make will have this category. Selecting the “*All” category will display all the content assigned to the workspace you are viewing, like an inventory list for a store-room.

Categories within the same workspace are unique, so you cannot have two of the same name in a single workspace. But it is possible to have categories of the same name in multiple workspaces; for example, you could have a Done category in each workspace. Content will only appear in the workspace and category combination(s) it has been assigned to.

For instance, the “Example Note” has been assigned to the #Omega workspace and #Done category, but not the “#Theta” workspace.

Continuing with the previous analogy of workspaces as rooms and categories as shelves, the “Example Note” is in the “Omega” room but not in the “Theta” room. Both rooms have a shelf labelled “Done.” So the note is on the shelf in the Omega room and is not on the Done shelf in the Theta room. However, to be clear, in Consol you are able to assign content to two different workspaces. This is where our simple analogy breaks down: if you assigned the Example Note to the Theta room as well as the Omega room, it would appear on the Done shelf in both rooms.

We’ll cover how to assign content to workspaces and categories in Tutorial 2: Content creation and Tutorial 6: Tagging. We just wanted to demonstrate the uniqueness of workspaces and categories.

Arrangement and Editing

To arrange your workspaces and categories quickly, click the list titles (“Workspaces” or “Categories”) to toggle alpha-numeric sorting in ascending or descending order.

For finer control, click and drag the workspace or category to a new position in the list. Consol saves your new arrangement automatically.

The “Edit” button enables you to remove workspaces and categories.

Click on the “×” to remove the desired workspace or category.

Workspace editing will end after you remove one workspace (to prevent accidents) while category editing will end once you click “Finished Editing.”

Even after you delete a category, the content of a removed category will remain in the “*All” category of the same workspace. You may recreate a category with the same name, and this will restore its old content; the content will already be in the category when you recreate it!

If you accidentally remove a workspace, don’t panic: your content can be found in the Archive default workspace.

Create the workspace again using the “Add Workspace …” field to get it back and your content will still be there!

Renaming of workspaces and categories is covered in Tutorial 6: Tagging, under the section “Tag Editing.”

Fluid organization

This is the basic structure for organization in Consol. It seems simple now, but later you will see how to use Consol for more complex structures.

Content creation

Now, what are we going to structure? See Tutorial 2: Content Creator to learn how to fill your workspaces and categories with content. Put your structure to the test!