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Smart views

Smart views are filters that allow you to find specific items in Workiro more easily.

Smart views ()_12945083118236.png

My Notes: All your notes are in one place, including those that are active and archived.

My Tasks Assigned to Others: Everything you're a participant in, but which has been assigned to others. Keep track of everyone else's tasks.

My Threads with No Recent Activity: Threads you are participating in with no activity in the last 7 days. In addition to Workiro's automated notifications, this smart view also helps you to keep on top of stuff that might need nudging, archiving or completing.

All Upcoming Tasks: All tasks you have access to, with due dates, across all of your connections no matter who is assigned to them. This helps you keep track of all time-sensitive tasks.

Awaiting Signature: All signature threads you have access to, that have not been completed.

 

Tags: Threads grouped by team or private tags. 

 

ℹ️ Top Tip: Create a thread from within a tag filter and it will be automatically tagged for you

 

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