With more and more tasks, notes and documents in Workiro, you'll want to start organising and categorising them, to make them easier to manage, find and view.
There are multiple ways in which you can organise and filter in Workiro, depending on what you find useful to see and how you like to work.
In this guide
Main navigation
Firstly, Workiro's main navigation naturally helps you to clearly see what you need to do (Assigned to me) and what updates and activity you need to be aware of (Catch-up).
You can order your own to-do list (Assigned to me) with what you want to do next/today at the top and work your way down. Simply drag tasks into the order you wish to look at/tackle them. Anything you can't get round to today can be paused until a date and time that you choose so that you can manage and organise your workload. When paused, this means you can safely forget about it until you are reminded by Workiro.
Relating to
Tasks, notes and documents can also be categorised by being 'related to...':
- Your own private tags
- Team tags
- Individual people
- Organisations
- Team projects
Relating threads
To relate a thread to categories; after opening a thread, use the thread context menu, and choose the 'Relates to...' option to see current thread relations:
The button can be used to add additional connections, tags or projects as a relation to the thread:
Any participants of the thread will already be related by default, as indicated via a greyed out tick icon. When adding additional classifications, you can also choose to apply the changes to documents attached to the thread using the checkbox in the bottom left.
Relating documents
You can relate individual documents to categories by opening 'Document Details' via the document context menu:
As per threads, the button under the "Relates to" section can be used to add additional connections, tags or projects as a relation to the thread.
Relating projects
You can relate projects to categories by choosing to 'Edit details' via the project context menu:
As per threads, the button under the "Relates to" section can be used to add additional connections, tags or projects as a relation to the thread.
Filtering on relations
This makes it easier for you to filter and view threads based on any of these elements above.
Once you have categorised your threads or documents:
- View any threads under each of your private tags or team tags using the filters within the 'Smart views' area or at the top of 'Assigned to me'.
- View threads and documents related to a specific person by finding and viewing them in the 'Connections' area, then search by private tags or team tags
- View all threads and documents related to an Organisation/company by viewing the specific Organisation in the 'Connections' area.
- View all threads that are part of Team Projects via the 'Projects' area.
You can also use various Smart Views to see other specific useful groups of items such as all your threads with documents, or all upcoming tasks.
Click the links above to read more about how to organise by each of these.