A workspace in Workiro allows you to capture, classify and manage your work in a context that makes sense to your business. When creating your account the default workspace name is 'Projects'.
The team owner or admin can change the workspace name to reflect the way you work, for example, 'Matters, Cases, Jobs'... and in future, we plan to offer multiple workspaces.
Within a workspace, you can create discreet 'units' that reflect the workspace's name (Project, Matter, Case, Job) so you can organise and group threads and documents together, relating them to an overall goal. To contextualise your work and give you and your team full visibility, you can directly relate each unit to your connections.
This guide uses the default workspace naming of projects / project.
In this guide
- Create a new project
- Navigate to a project
- Relate threads to projects
- Relate documents to projects
- Complete a project
- Workspace settings
Projects and the threads and documents displayed within a project are dependent on the team access settings, allowing for more control over exactly who can access what.
Create a new project
From the main projects list
You can create new project directly from the main 'Projects' list 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 that project on the 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' list. Click on the project to open it. Alternatively, as shown above, you can navigate to a project from your view of a 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 its 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
Workspace Settings
Workspace settings can be found by navigating to Settings > Workspace
The workspace units can be changed to reflect a range of industries. Choose from Projects, Cases, Engagements, Jobs, Matters, Plans and Policies.
The Workspace properties can be configured by clicking the 'Configure' button.
Provide a unique name for each property before saving the dialogue.
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.
Find out more about:
Read more about Teams below:
Comments
0 comments
Article is closed for comments.