General Help Guides
Getting Started
- Signing up to Workiro
- Forgotten your password?
- Problems receiving a confirmation code
- Getting started with Workiro
- Complete your profile
- Updating your email address
Teams
- What are teams?
- Set up your team / organisation profile
- Add your branding
- Adding team members
- Updating team members
- Team access
Connections
- Non-team member connections
- *Add a connection*
- Import multiple connections
- Organization/company connection records
- Connection relationship types and properties
- Updating or removing connections
Tasks / Threads
- What are threads in Workiro?
- Create a task
- Create a note
- Thread templates
- Scheduling automatically recurring tasks
- Completing tasks
eSignatures
Documents and files
- Storing documents and files
- Upload and relate files to threads
- Uploading and keeping on top of document/file versions
- Edit documents in Microsoft Office for the web
- Annotate and mark-up PDFs
- Viewing and downloading documents
Organising your work
- Ways to organise Workiro
- *Catch-up*
- *Assigned to me*
- Re-ordering your tasks
- When is it due? Working to deadlines in Workiro
- Team projects
Integrations
- Integrating with Workiro
- NetSuite SuiteApp
- NetSuite Celigo Integration App
- Microsoft Outlook Add-ins
- Microsoft Outlook Add-in (Universal)
- Microsoft Outlook Add-in (Windows)
Power User Tips
- The power of pause
- Too many Workiro email notifications?
- 3 better ways to handle repetitive or recurring tasks
- Formatting comments
- Insert a new paragraph (line break) when adding a comment
- Keeping items in Catch-up