Organise and group threads and documents within Workiro projects to relate them to an overall goal. To contextualise your projects and provide you and your team full visibility, you can relate them directly to your connections.
In this guide
- Create a new project
- Navigate to a project
- Relate threads to projects
- Relate documents to projects
- Complete a project
- Configure project properties
Projects are visible to all team members.
The threads and documents displayed within a project remain dependent on their team visibility settings, allowing for more control over exactly who can access what.
Create a new project
From the projects screen
You can create new project directly from the 'Projects' screen using the add button. Give your project a name and description (optional).
By relating your project to one or more connections you can provide further context as to who the work is for. This also enables visibility of that project on your view of the connection(s).
From a connection (Recommended)
You can also create a project directly from your view of a connection, meaning it is automatically related to them.
Navigate to a project
View all team projects from the 'Projects' screen. Click on the project to open it. Alternatively, as shown above, you can navigate to a project from your view connection related to the project.
On opening a project the overview tab contains active threads, recent documents, and quick access to the people you're working directly with (participants on the threads). Connections you have 'related to' the project (usually whom you are doing the work for) are listed beneath the title. You can navigate to all threads, documents or project info from the other tabs.
Relate threads to projects
When you choose to create a new thread from within a project it is automatically 'related to' the project and displayed within the threads tab.
OR from anywhere else in Workiro, when creating or editing a thread, you can relate that thread to a project by selecting the project from the 'relates to' list.
Relate documents to projects
When you upload a document directly from the project it is automatically related to that project and will display within the documents tab.
You can also drag and drop a document anywhere on the project to upload it.
From elsewhere in Workiro you can always relate a document to a project when you upload or edit it.
Completing a project
From within your project you can edit it's details, or the project can be archived when completed or cancelled if no longer required.
Archived and cancelled projects can be found via the 'See archived' button
Custom properties can be defined by navigating to projects > properties
Provide a unique name for each property before saving the dialogue. If you are using our NetSuite SuiteApp you will need to setup a 'NetSuite_ID' property to relate it directly to a your NetSuite project.
The property is now available for use when creating and editing any project.
Team projects ultimately help your team stay accountable and organised, whilst improving communication and trust.
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