Use this checklist to ensure your workspace remains organized, secure, and efficient while following best practices for digital workspace management. Regular audits using this checklist will help identify areas for improvement and maintain workspace clarity.
Workspace Efficiency
Check for unused or unnecessary pages
Review workspace navigation and shortcuts
Assess search functionality and tags
Evaluate integration setups and automations
Documentation
Verify documentation of workspace guidelines
Check if naming conventions are documented
Ensure process workflows are clearly documented
Review onboarding materials for new users
Content Management
Look for duplicate or redundant content
Check for outdated information that needs updating
Verify that important content is properly backed up
Review file attachments and media organization
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Access and Permissions
Review workspace member access levels
Check guest access permissions
Verify sharing settings for sensitive information
Ensure appropriate team space permissions
Database Organization
Check if databases have clear, descriptive names
Verify that database properties are consistent and relevant
Ensure database views are properly configured for different use cases
Review database relationships and linked items
Page Structure
Evaluate page hierarchy and navigation flow
Check if pages have clear titles and descriptions
Review page templates for consistency
Assess page sharing settings and permissions
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