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Checklist for building a Custom Workplace

Checklist for building a Custom Workplace

8 min read
I. Intro
Before using Custom Workplace, organizations first need to set goals for customization and assess which implementation process is right for the organization.
II. Steps
1. Set goals for customization
Organizations can get started with the following six questions to determine what they want to accomplish.
❓Who should be the decision-makers for Custom Workplace?
Generally speaking, the decision-makers can be administrators or members from IT, HR, or other functional teams.
❓Who is the target audience for Custom Workplace?
The target audience can be all members, management, or specific roles (such as sales or HR).
❓What problems do you want to solve with Custom Workplace?
Decision-makers might want Custom Workplaces to be a portal for the organization's news and apps, accelerating the dissemination of knowledge or improving efficiency.
The target audience might want Custom Workplaces to be a bulletin board for quick app access and key metric visualizations, so common tasks, such as approvals and to-dos, are just a few clicks away.
❓What do you want Custom Workplaces to look like?
You can take a look at the official templates to check whether they meet your needs. If not, you can create a proposal describing the specific requirements. We suggest including at least 2 sections, Layout style and Module description. For examples, see the figures below:
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❓What resources within the organization are available to support a Custom Workplace project?
The project's implementation depends on an organization's available resources, such as R&D, budget, and so on.
❓How will you evaluate whether the results meet expectations?
You can use Feishu Questionnaire to create a questionnaire to find out the rate of satisfaction for decision-makers and the target audience.
2. Evaluate the path for implementation
When evaluating the path for implementation of a Custom Workplaces project, an organization first needs to assess whether official Feishu blocks and layouts can meet its requirements.
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2.1 Evaluate whether official Feishu blocks meet your requirements
Organizations can evaluate whether a block meets their needs based on factors such as its feature type, style, and applicable scenarios.
Communication and promotion blocks
Block
Description
Screenshot
Top Navigation
Used to display the organization logo at the top in Workplace.
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Carousel
Used to display various banners to promote quality content. Suitable for infrequently updated content.
By configuring the availability scope, you can let different members see different banner images.
Max-width layout:
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One-column layout:
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Subscription
Used to recommend and feature newly published news/quality content from the organization's subscription feed. Suitable for frequently updated content.
You can set the recommended method to manual or system-based. By configuring the availability scope, you can let different members see different block content.
Block display: banner image on top, with the article title underneath.
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Knowledge Center
Used to recommend popular content in the knowledge center and subscription feed (algorithm-based)
Currently does not support customizing specific articles or content to be displayed to members.
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Feed List
Used to display organization news, official documents, notices, and regulations.
Supports manual configuration and customization of content. By setting the articles' availability scope, you can let different members see different blocks of content.
Feed format (suitable for news content, with an image on the left and text on the right, or vice versa):
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List format: (suitable for official documents, regulations, and notices)
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Moments
Used to display the latest content in the organization's Moments.
No need for content setup; can only be added to My Favorites; cannot customize block height.
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App access blocks
Block
Description
Screenshot
My favorites
Used by administrators to recommend or for employees to customize commonly used applications or links for easier access.
Applications or links recommended by administrators support setting different application scopes. The block height cannot be customized and will adjust automatically based on the number of applications.
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App List
Used to display all applications within the organization. Members can easily search and access applications by their category.
By setting the application scope, you can let different members see different application groups. Fixed/auto height and vertical/horizontal display are supported.
Horizontal display:
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Vertical display:
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Chart blocks
Block
Description
Screenshot
Base Dashboard
Used to display the most up-to-date charts for tracking data trends in real time.
Add a chart from Base's Dashboard with one click. Each block can only display one chart.
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Other blocks
Block
Description
Screenshot
Approval
Displays Feishu approval tasks (a maximum of 4 lists can be displayed. Supports displaying pending task numbers and the approval status)
No need for content setup.
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Help Desk
Provides access to various services to improve the organization's operational efficiency.
No need for content setup; can only be added to My Favorites; cannot customize block height.
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If official Feishu blocks cannot meet all of your organization's needs, you can develop your own blocks. There are two ways to do so:
  1. Develop your own blocks: Organizations can evaluate whether they have sufficient resources and talent to build their own blocks. For details on block development, see Develop Workplace blocks.
  1. Pay vendor for customization: Feishu offers paid design and development services. The organization simply has to submit their customization needs and a specialized design or development vendor will get in touch.
2.2 Evaluate whether the layout meets your needs
A wide range of layouts are available for Custom Workplaces. Here's an example:
Custom Workplace supports the combination of multiple layouts, as shown in the screenshot below:
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After blocks are added to the layout, it will look like this:
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One-column layout and max-width layout
Layout
One-column layout
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Max-width layout
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Applicable scenarios
  • A basic, general layout, suitable for bigger blocks, such as Carousel, My Favorites, App List, etc.
  • Suitable for the mobile app.
  • Can be stretched horizontally based on the screen size.
  • A basic, general layout, suitable for bigger blocks, such as Carousel.
Example for reference
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Multi-column layout
Layout
Two-column layout
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Three-column layout
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Applicable scenarios
  • Suitable for displaying dense information, particularly for blocks in list style, such as Feishu Approval or Feed List.
  • Makes the layout more structured and clean.
Expanded layout
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Not available
Example for reference
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Multi-column mixed layout
Layout
Two-column mixed layout
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Three-column mixed layout
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Applicable scenarios
  • Combines big blocks and small blocks; suitable for all types of blocks.
  • Makes the layout more structured and hierarchical.
Expanded layout
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Not available
Example for reference
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Note: Only one My Favorites and Top Navigation block can be added per Workplace:
  • My Favorites can only be added to a one-column layout or max-width layout.
  • Top Navigation can only be added to a max-width layout and placed at the top.
If the above layout combinations are insufficient, you can contact Technical Support, and we will conduct an evaluation of your needs.
  1. Choose the implementation path
Based on the above information, you can choose which of the following four paths is suitable.
Path
Build your own Custom Workplace
Develop your own blocks
Pay vendor for customization
Embed a webpage in a Workplace
Applicable scenarios
The official Feishu blocks fully meet your requirements.
The official Feishu blocks do not meet your requirements, and you have design and R&D resources.
The official Feishu blocks do not meet your requirements. There is a budget, and you want to find a vendor for customization.
  1. The organization has an existing web portal and wants to integrate it into Feishu.
  1. You want fully customized Workplace content.
Characteristics
  1. App capabilities and performance are comparable to standalone apps.
  1. Blocks can be easily and quickly integrated with Feishu.
  1. Webpages can be independently controlled by the organization, with high content flexibility.
  1. Implemented based on a webpage. Performance may be lower compared to the other options.
3.1 Build your own Custom Workplaces
See the following documents to build your own Custom Workplaces:
3.2 Develop independent blocks
If official Feishu blocks cannot meet your requirements, you can develop your own blocks. For more details, see Develop Workplace blocks.
3.3 Pay vendor for customization
💡
If you are interested in paid customization services, contact your Customer Success Manager to connect to a vendor to create an exclusive Workplace for your organization.
Paid customization by a vendor is a special path, for when official Feishu blocks do not meet your organization's needs and your organization has a budget for customization.
  • If you need paid customization, you can contact your Customer Success Manager or the PSC team.
  • You can benefit from Feishu's ecosystem, which includes services from certified vendors and Feishu's own products. If you have no special requirements, you can directly sign a contract with a vendor recommended by Feishu. To help you save costs, a PDC project manager will be involved in the communication and alignment of initial requirements as well as project review, acceptance, and management. They will also provide the necessary technical support.
If you choose paid customization by a vendor, your organization will need to:
  • Authorize the vendor to make edits: Once the vendor has been added to the organization as an ordinary member, give them the Workplace builder URL containing the authorization code or the portal authorization code.
  • Review and accept the Workplace: Once development is complete, confirm, review, and accept the deliverable.
3.4 Embed a webpage in a Workplace
See the following document to learn how to embed an existing web portal to Feishu Workplace:
Written by: Feishu Help Center
Updated on 2024/08/16
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