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Help CenterFeature Modules2.1 Workspace home

2.1 Workspace home

4 min read

2 Workspace

2.1 Workspace Home

2.1.1 What Workspace Home is

Workspace Home is the daily entry point for Marcto. It brings recent projects, brands, products, resources, and suggested tasks into one page so you can decide what to continue, what context to complete, or what marketing task to start next.

It is not just a dashboard. Its job is to connect the marketing work you want to do with the business context already available. From here you can open brands, products, projects, resources, or start with suggested tasks.

2.1.2 What it is for

  • Review recent projects and continue unfinished work.
  • Quickly create brands, products, or projects.
  • Review recent brands, products, and resources.
  • Find missing context based on workspace completeness.
  • Start suggested tasks for plans, copy, asset lists, or review checklists.
  • Explore a task before creating a formal project.

2.1.3 Main areas

The exact content depends on your workspace, but common areas include:

AreaPurposeRecommended action
Recent projectsContinue active marketing workOpen projects with clear goals first
Recent brandsCheck brand contextComplete positioning, audience, voice, and constraints
Recent productsCheck product facts and benefitsComplete specs, proof, images, and use cases
Recent resourcesReuse images, documents, and approved outputsDelete failed drafts and keep final versions
Suggested tasksStart common marketing workAsk the agent to summarize context before generating
Quick createCreate brand, product, or projectStart with minimum fields, then complete over time

2.1.4 First-time steps

  1. Open Workspace Home.
  2. If there is no brand, create a brand first.
  3. If there is a brand but no product, add products and link them to the brand.
  4. If you have a formal marketing goal, create a project and link brand and products.
  5. Upload existing assets or choose references from Resources.
  6. Open page chat from the project detail page.
  7. Ask the agent to summarize context and gaps.
  8. Generate work in stages.

2.1.5 Choosing the right entry

Use this table when you are unsure where to start:

GoalEntry
Ask a temporary questionChat
Teach AI your brand voiceBrand
Generate PDP copy or ad benefitsProduct
Complete a campaign, launch, or content planProject
Manage images, documents, and final draftsResources
Repeat a fixed workflowSkills or Automation

Use Workspace Home like a daily work queue:

  1. Check recent projects.
  2. Open the project and review goal, products, assets, and completeness.
  3. If context is missing, complete brand or product fields.
  4. If context is ready, generate the next deliverable from project chat.
  5. Save approved outputs as resources.
  6. After the project ends, save durable insights back to brand or product records.

2.1.7 Example

You are preparing a summer product launch:

  1. Workspace Home shows no matching project, so you create one.
  2. Select the brand and linked product.
  3. Define the goal: create Shopify PDP copy, TikTok scripts, and the first email.
  4. Upload product photos, competitor links, and review screenshots.
  5. Open the project detail page and ask the agent to summarize context.
  6. Generate PDP structure, short video scripts, email copy, and a review checklist.
  7. Save final versions to project resources.

2.1.8 Success checks

A healthy Workspace Home should help you answer:

  • Which projects are active?
  • Which brands and products are ready to use?
  • Which context is missing?
  • Which materials can be reused?
  • What should be opened or created next?

2.1.9 Common issues

If Workspace Home looks empty, you probably have not created brands, products, or projects yet. Start with brand and product context; it does not need to be perfect.

If suggested tasks feel inaccurate, current brand, product, or project context is likely thin. Complete context or state the goal, channel, and deliverable explicitly in chat.

If many projects are active, name them by channel and goal, such as “Summer Launch TikTok Creative Test” and “Summer Launch Shopify PDP Optimization”. Avoid putting everything into one large project.