Teams
- What are teams?
- Set up your team / organisation profile
- Add your branding
- Adding team members
- Updating team members
- Team access
Getting Started
- Signing up to Workiro
- Forgotten your password?
- Problems receiving a confirmation code
- Single Sign-On (SSO)
- Getting started with Workiro
- Complete your profile
Connections
- Add a connection
- Non-team member connections
- Organization/company connection records
- Connection relationship types and properties
- Import multiple connections
- Associate people with Organizations
Tasks / Threads
- What are threads in Workiro?
- Create a task
- Create a note
- Thread templates
- Automatic task reminders
- Scheduling automatically recurring tasks
eSignatures
Documents & Files
- How to Duplicate a Document in Workiro
- Storing documents and files
- Viewing and downloading documents
- Maintaining document versions
- Add documents to threads
- Edit documents in Microsoft Office for the web
Organising your Work
- AI document tagging (Beta) ✨
- Ways to organise Workiro
- Re-ordering your tasks
- When is it due? Working to deadlines in Workiro
- Assigned to me
- Catch-up
Integrations
- Integrating with Workiro
- Virtual Cabinet Integration
- NetSuite SuiteApp
- NetSuite SuiteApp - Advanced Configuration
- NetSuite SuiteApp - Dynamic Loading
- Microsoft Outlook Add-ins
Power User Tips
- The power of pause
- Too many Workiro email notifications?
- 3 better ways to handle repetitive or recurring tasks
- Formatting comments
- Keeping items in Catch-up
- Managing workflows: Passing the task