Step 3: Set up desks

Select a desk template & click where you want it to go on the map.

• Use the red lines on the map to align new pods with existing pods on the map. The desks will snap to the red guideline. 
• If you want more granular control, select the desk & use the arrow keys on your keyboard to nudge the desks.

• To rotate a desk, use the rotation knob. (Hold shift to rotate freely)
• To resize a group of desks or all desks, drag your cursor across the desks and use the slider at the top of the toolbar.
• When adding a new desk(s) to the map, it will default to the most common size on the map. 
• To undo the size adjustment, use keyboard shortcuts: Control + Z (Windows) or Command + Z (Mac). 
• 

To create a custom pod configuration, combine multiple desk templates to meet your seating arrangement needs. 

Now, create a desk group with your pod configurations. 

• All desks you add to your map will initially be “ungrouped” (i.e., they will appear in red). To save a specific pod configuration, select all desks (hold cursor + drag) you would like grouped together and click Create group in the right panel, and name it.

Name the desk group & individual desks in the right panel.

• When first created, both desk groups and desks are unnamed & assigned a default naming convention (i.e., Pod 1, Desk 1, etc.).
• To edit the names of both the desk group and individual desks, click on the desks and type new names into the text boxes.
• Note: In order to edit the desk group name, the desks must be grouped first by selecting Create group.
• As you click on the text box for each desk name, you’ll see the corresponding desk highlighted in blue on the map. This will help ensure you're naming each desk within a pod correctly.

Assign amenities to desks.

• Click and drag to highlight desired desks. Once desks have been selected/highlighted, the amenities panel will display on the right-hand side of the map.
• Use the type-ahead picker to select relevant amenities; the quantity of each amenity can be updated by clicking the grey # next to each item added.
• Can't find the amenity you need? You can create your own office amenities. After you create a custom amenity, it will populate in this list. Learn how to add custom amenities here.  
• To remove an amenity, hover over the right side of the amenity name, and an “x” will appear.
• 

Apply the desk type: Assigned, hot, or hoteled.

• You can apply or change the desk type to a desk group, a single desk, or particular desks within a desk group.
• Apply a desk type to a desk group.
  • Click and drag to highlight desired desks. Once desks have been selected/highlighted, the menu panel will display on the right-hand side of the map. Use the drop-down menu to select the desk type, which will apply the desk type to all selected desks.
• Add a mix of desk types within a desk group.
  • Hold + shift to select one desk at a time. Once the desks have been selected/highlighted, the menu panel will appear on the right-hand side of the map. Use the drop-down menu to select the desk type.

• Click the Policies tab > select Add Policy > select a policy to enable it, and then modify the default thresholds. A few things to note: 
  • The desk group inherits desk policies set at the office building level.
  • If you create a desk group > leave the policies tab empty > select Review and Publish to save, then the office-level policy defaults will be reflected when you go back into the tool.
  • If you create a desk group > immediately go to the Policies tab > Add Policy > select Review and Publish to save, then the Office level policy defaults will not be reflected for the Policy added.  

Save and publish changes, or keep building your floor plan

• You can publish the changes you've made to the floor plan now or move on to adding spaces, work area labels, and POIs.
• When you’re ready to go live with the changes, click the Review and publish button (which will appear in blue once all desks on your map have been grouped).