Shared Workspaces
Create custom data views and share workspaces with your team. Streamline workflows, improve collaboration, and boost productivity.
Workspace Demo
See how easy it is to create and share custom workspaces
Shared Workspaces
Custom data views • 5 active workspaces
Active Workspaces
5
Custom views
Team Members
12
Collaborating
Saved Filters
23
Reusable views
My Workspaces
Units Behind on Payments
8 units • Shared with 3 team members
Expiring Leases
15 leases • Next 30 days
High Revenue Properties
12 properties • $5K+ monthly
How Workspaces Work
Think of workspaces as your personalized Excel spreadsheets, but with real-time data and powerful collaboration features. Save your workspace state and pick up exactly where you left off, every time.
Fully Customizable
Create the perfect view for your workflow. Add, remove, and reorder columns to see exactly what matters most.
Every workspace is completely customizable to fit your specific needs. Add columns for property information, tenant details, financial data, or maintenance status. Remove columns you don't need to focus on what's important. Reorder columns to match your preferred workflow. Save your perfect view and access it instantly every time you log in.
Example: Payment Delinquency Workspace
This workspace shows tenants behind on payments. You can add/remove columns, change sorting, and save this exact view.
| Unit | Tenant | Status | Amount | Months | Last Payment |
|---|---|---|---|---|---|
| 101 | John Smith | Behind | $2,400 | 2 | 1/15/2024 |
| 205 | Sarah Johnson | Behind | $1,200 | 1 | 2/15/2024 |
| 312 | Mike Davis | Late Fees | $150 | 0 | 3/1/2024 |
| 108 | Lisa Wilson | Behind | $1,800 | 1 | 2/20/2024 |
| 215 | Robert Brown | Behind | $900 | 1 | 2/10/2024 |
| 401 | Emily Taylor | Late Fees | $75 | 0 | 3/5/2024 |
Popular Workspace Templates
Start with these pre-built workspace templates and customize them to fit your exact needs.
Payment Delinquency Report
Track tenants behind on rent with amounts and payment history
- Unit & Tenant info
- Outstanding amounts
- Months behind
- Last payment date
- Status indicators
Maintenance Request Queue
Monitor pending maintenance requests by priority and status
- Request details
- Priority levels
- Assigned staff
- Request dates
- Status tracking
Lease Renewal Calendar
Track upcoming lease expirations and renewal opportunities
- Lease end dates
- Tenant contact info
- Renewal status
- Rent increases
- Follow-up tasks
New Applicant Pipeline
Monitor applications through the screening and approval process
- Application status
- Screening results
- Property preferences
- Contact info
- Application dates
Property Performance Overview
Track occupancy rates, rent collection, and property metrics
- Occupancy rates
- Rent collection %
- Maintenance costs
- Property expenses
- ROI metrics
Tenant Communication Log
Track all tenant communications and follow-up requirements
- Communication type
- Date & time
- Follow-up needed
- Response status
- Notes
Complete workspace management solution
From custom data views to team collaboration, our workspace system provides everything you need to organize and share your property data.
Custom Data Views
Create filtered lists and save them as reusable workspaces
- Units behind on payments
- Tenants with expiring leases
- Maintenance requests by priority
- Properties by occupancy rate
- Financial reports by date range
Team Collaboration
Share workspaces with co-workers for consistent workflows
- Shared workspace access
- Real-time collaboration
- Permission management
- Activity tracking
- Comment and notes
Saved Filters
Save complex filters and apply them instantly to any data view
- Custom filter combinations
- One-click filter application
- Filter sharing with team
- Dynamic filter updates
- Filter performance tracking
Layout Customization
Customize column layouts and data presentation for each workspace
- Drag-and-drop columns
- Column width adjustment
- Data formatting options
- Sort and group settings
- Export configurations
Workflow Automation
Automate actions based on workspace data and triggers
- Automated notifications
- Task assignments
- Status updates
- Report generation
- Integration triggers
Visual Themes
Customize the appearance of your workspaces with themes and colors
- Color-coded workspaces
- Custom icons and badges
- Dark and light themes
- Brand customization
- Accessibility options
Why shared workspaces matter
Shared workspaces improve team efficiency, ensure consistency, and help everyone stay focused on the most important tasks.
Save Time Daily
Pre-configured workspaces eliminate the need to recreate filters and views, saving hours of work every week.
Team Consistency
Shared workspaces ensure everyone is looking at the same data with the same filters and priorities.
Focus on What Matters
Custom views help teams focus on high-priority items like overdue payments and expiring leases.
Better Collaboration
Real-time collaboration and shared views improve communication and reduce duplicate work.
Easy Reporting
Export any workspace to Excel for external reporting, investor updates, or accountant reviews. Your data is always accessible in the format you need.
Shared Workspaces
Custom data views for your team
Ready to boost your team's productivity?
Shared workspaces that save time, improve collaboration, and help you focus on what matters most.