Next - 11 Creating and Managing Tasks in Wórkiro
This article explains what threads are in Wórkiro and how to start using them to collaborate with colleagues and customers.
What is a Thread?
Threads are the core way to collaborate in Wórkiro. They allow you to assign tasks, request signatures, and securely share information, all supported by automatic updates, reminders, and real-time chat.
Thread Types
There are three types of thread available in Wórkiro:
- Task threads: used to assign a clear action for someone to complete. Ideal for tracking responsibilities and ensuring work gets done.
- Signature threads: used to get one or more documents approved and electronically signed.
- Note threads: used to securely share files, comments, or both with colleagues and customers, keeping all related communication in one place.
Creating a Thread
To create a thread from a connection, follow these steps:
- Open the relevant connection in Wórkiro.
- Click the plus icon on the connection to open the thread creation options.
- Select the thread type that best matches the work you need to carry out.
Once created, you can use the built-in chat to communicate with colleagues or customers, rely on automatic updates to stay informed of changes, and configure automated reminders to ensure actions are completed on time.