Checklist for building a Custom Workplace

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Checklist for building a Custom Workplace

6 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 Workplaces?

Generally speaking, the decision-makers can be administrators or members from IT, HR, or other functional teams.

❓Who is the target audience for Custom Workplaces?

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 Workplaces?

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 attendance 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 example, see the figures below:

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❓What resources within the organization are available to support a Custom Workplaces 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 Lark Forms 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 Workplace project, an organization first needs to assess whether the official Lark blocks and layouts can meet its requirements.

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2.1 Evaluate whether official Lark blocks meet your requirements

You can assess blocks based on its content source, configurable items, style, recommended scenarios, and so on.

Communications blocks

Block	Image	Applicable/recommended scene	Content source and configuration	Style
Carousel	Serves as a banner for the organization's various communications needs Max-width layout: 250px\|700px\|reset One-column layout: 250px\|700px\|reset	Important news that you want to add manually and doesn't need to be updated frequently (only supports manually uploaded content)	Use the Carousel block ⭐ Must be configured in "Block settings" Image Availability Redirect link Image rotation interval ❓ Can content be personalized for users? Yes, by configuring image availability.	Banner image
Feed List	Lists important corporate news and updates. Rich text version (suitable for news information and other scenarios): 250px\|700px\|reset List version (suitable for a documents system and other scenarios): 250px\|700px\|reset	For an organization's documents, systems, announcements, and other scenarios that do not need accompanying images, we recommend the list version. For news with a higher update frequency, we recommend the rich text version. Optional configuration: If there is an internal OA system, you can link to an external data source (must be handled by IT members).	Use the Feed List block ⭐ Must be configured in Block settings Choose Configure manually or Custom interface Fill in the article heading, article subheading, article link, date, images, and tab name. ❓ Can content be personalized for users? This is not currently supported.	This is divided into 2 overall styles: Feed list: Images on the left, text on the right or vice versa. Text list: A list with only text, without images. In the Workplace builder, you can configure the style settings for the images and headings: Image settings: Whether it is displayed, image size, display position. Heading settings: Number of headings, font size, and bolding. Article spacing, whether a divider is displayed.

App access blocks

Block	Image	Applicable/recommended scene	Content source and configuration
My Favorites	Apps you've favorited and apps recommended by the organization administrator. 250px\|700px\|reset	Makes accessing apps much easier. It is recommended that these 2 blocks be used together. In My Favorites, users manage apps based on their personal preferences, while App List is used to display all apps within an organization.	Use the My Favorites block In the app, ordinary members of an organization can add and manage (delete or sort) their favorite apps. Administrators can recommend apps from the Admin Console. The block height is adjusted based on the number of recommended apps and the member's recommended apps; it cannot be customized.
App List	Used to quickly access all your apps. 250px\|700px\|reset			Use the App List block Administrators have management permissions, and ordinary members cannot edit it. Configure apps for the supported group; apps exceeding the height will be displayed on separate pages. Whether groups and apps are displayed to a certain user depends on whether that user is within the availability of the groups and apps.

Other blocks

Block	Image	Content source and configuration
Top Navigation	Placed at the top to display the organization's logo. 250px\|700px\|reset	Use the Top Navigation block Configure in the Workplace builder: Logo and action buttons

If official Lark blocks cannot meet all of an organization's needs, you can 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.

2.2 Evaluate whether the layout meets needs

A wide range of layouts are available for Custom Workplaces. Here's an example:

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One-column layout and max-width layout

Layout	One-column layout 250px\|700px\|reset	Max-width layout 250px\|700px\|reset
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	250px\|700px\|reset	250px\|700px\|reset

Multi-column layout

Layout	Two-column layout 250px\|700px\|reset	Three-column layout 250px\|700px\|reset
Applicable scenarios	Suitable for displaying dense information, particularly for blocks in list style, such as Feed List. Makes the layout more structured and clean.
Expanded layout	250px\|700px\|reset	Not available
Example for reference	250px\|700px\|reset	250px\|700px\|reset

Multi-column mixed layout

Layout	Two-column mixed layout 250px\|700px\|reset	Three-column mixed layout 250px\|700px\|reset
Applicable scenarios	Combines big blocks and small blocks; suitable for all types of blocks. Makes the layout more structured and hierarchical.
Expanded layout	250px\|700px\|reset	Not available
Example for reference	250px\|700px\|reset	250px\|700px\|reset

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.

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	Embed a webpage in a Workplace
Applicable scenarios	The official Lark blocks fully meet your requirements.	The official Lark blocks do not meet your requirements, and you have design and R&D resources.	The organization has an existing web portal and wants it to be quickly integrated into Lark. You want fully customized Workplace content.
Characteristics	App capabilities and performance are comparable to standalone apps. Blocks can be easily and quickly integrated with Lark.			Webpages can be independently controlled by an organization, with high content flexibility. Implemented based on a webpage; not as smooth as a gadget in terms of performance.

3.1 Build your own Custom Workplaces

See the following documents to build your own Custom Workplaces:

Create Custom Workplaces

Edit Custom Workplaces

Publish and enable Custom Workplaces

3.2 Develop independent blocks

If the official Lark blocks cannot meet your requirements, you can develop your own blocks. For details on block development, see Develop Workplace blocks.

3.3 Embed a webpage in a Workplace

See the following document to learn how to embed an existing web portal to Lark Workplace:

Embed a webpage in a Workplace