Team collaboration and transparency within Workiro is key! 🤝
Organise and group threads within projects, relating them to an overall goal, to give you and your team better visibility.
All projects are visible to all team members.
However, the specific threads that each team member sees under each project will depend on whether they are a direct participant on a thread or if the thread has been set to 'Visible to team'.
Create a new project
Create new team project directly from the 'Projects' screen using add button. Give your project a name and description (optional).
By relating your project to one or more connections, you can provide further context and visibility on the connection(s) screen.
View team projects from the 'Projects' screen where your team projects will be listed. Click on the team project that you wish to view.
Within a project you can easily create new threads related to that project
You can also edit the project details, or the project can be archived when completed or cancelled if no longer needed.
Relate threads to projects
To relate threads to a project, simply add the project name when creating or editing your task, under 'relates to'.
You can either create a new team project or select from a list of projects that you or your team have already created.
Custom properties can be defined by navigating to project > properties
Provide a unique name for each property before saving the dialogue.
Power User Tip
If you don't want certain team members to see a particular team project name, you could:
1. Use a code name as your team project, whilst making sure 'Visibility to the team' is unselected on the threads under this, and only those that should be aware of these tasks are added as direct participants.
2. Add your true project name at the beginning of each of the task titles.
e.g. Thread title = "Merger: Arrange meeting to discuss options"
3. Use your own private tag, to group threads.
Team projects ultimately help your team stay accountable and organised, whilst improving communication and trust.
Find out more about:
Read more about Teams below: