Workiro allows you to communicate, collaborate and get things done with contacts that are outside of your team or organisation e.g. friends, customers, clients, partners, suppliers or vendors. 🤝
You can invite connections to view and participate in tasks and threads.
Anyone you add outside of your team will only be able to see the threads you add them to - they won't be able to see any of the other data within your account like connections, projects and threads of other team members.
1. To add a non-team member connection, go to the Connections area and click on the icon, and either:
a. Enter someone's email address
b. Select a connection from your shared team directory (connections which your other team mates have added before)
c. Import contacts in bulk from your email application (Gmail / Office 365 / Outlook / Yahoo / AOL), MAC or by simply uploading a CSV file of email addresses.
2. Once added they will appear in your connections list and you'll then need to create a to-do/note with that connection. Once this has been created, only then will your connection will be sent an email notification to securely view and interact with your task/message with you.
Read more about:
- Adding a connection
- What type of threads can I create with someone?
- Creating a to-do or note conversation with someone
- Passing tasks to others
- What can team members do?
- Adding team members