General Help Guides
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
Teams
- What are teams?
- Set up your team / organisation profile
- Add your branding
- Adding team members
- Updating team members
- Team access
Connections
- Associate people with Organizations
- Non-team member connections
- *Add a connection*
- Import multiple connections
- Organization/company connection records
- Connection relationship types and properties
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
- AI document tagging (Beta) ✨
- Storing documents and files
- Maintaining document versions
- Add documents to threads
- Viewing and downloading documents
- Deleting 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
- Workspaces
Integrations
- Integrating with Workiro
- Hyperlink API
- NetSuite SuiteApp
- NetSuite SuiteApp Advanced Configuration
- NetSuite Celigo Integration App
- 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
- Insert a new paragraph (line break) when adding a comment
- Keeping items in Catch-up