Step 3: Set up desks

From the side toolbar, click Layout.

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.

Rotate & resize 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 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 1 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.

Set up desk policies

• 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 Policies tab > Add Policy > select Review and Publish to save, then the Office level policy defaults will not be reflected for the Policy added. 
  • Use the “Apply to All” options at the Office building level setting to ensure all policies are uniform for all desks in the building.

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).