2017-02-09

WorkDo_FAQ

FAQ

Accounts, notifications and more answers to the most frequently asked questions!

Sign up/Log in

There are multiple ways you could use to create your WorkDo account, by email, mobile number or a federated Google / Facebook / WeChat account.

In addition, to avoid the wrong person from joining your workplace, certain invite actions do require a designated email or mobile number upon signing up.

Plan: All plans

Permission: All users

Device:  App    Web

│ Email Sign Up
  1. Install and launch WorkDo
    • App │ Launch WorkDo and select “Sign Up”.
    • Web │ Click “Log In” on the official website and select “Sign Up”.
  2. “Email” is the default sign up option. Enter your email and password.
  3. Click “Sign Up” and a verification email containing a pin number will be sent to the email address provided.
  4. Enter the pin number on WorkDo.
  5. Set up your WorkDo profile and picture and you are set to go!
│ Mobile Number Sign Up
  1. Install and launch WorkDo
    • App │ Launch WorkDo and select “Sign Up” and click “Sign up with a mobile number”.
    • Web │ Click “Log In” on the official website and select “Sign Up”, then select “Mobile Number”.
  2. Input the “Country/Region Code” followed by your mobile number.
  3. Click “Sign Up” and you will recieve a verification SMS containing a pin number.
  4. Enter the pin number on WorkDo.
  5. Set up your WorkDo profile and picture and you are set to go!
Designated Account Sign Up
  • If you are being invited through a mobile email / number / HR tool’s Import Employee Profiles function, you will receive an invite containing a sign up link, then you must use the designated email or mobile number to sign up and log in to join the company workplace.

If you don’t have a WorkDo account yet, you can sign up for one in a couple of minutes. Please refer to the topic “How do I sign up for WorkDo” for more information. If you already have a WorkDo account, you can log into your account by entering your mobile number/email and password then tap Log In to log into WorkDo.

If you already signed up using your email, mobile number, Google, Facebook and WeChat account, please follow the steps below to log in to your WorkDo account.

Plan: All plans

Permission: All users

Device: App    Web

Log In Method │ Email Log In
  1. Sign up your WorkDo account with your email.
  2. Open WorkDo.
    • App │ Open WorkDo and click Log In.
    • Web │ Official Web Site > Click Log In on the upper-right corner.
  3. Click Log In
  4. The default is set to email log in, enter the email and password you used to sign up for WorkDo.
  5. Click the Log In button.
Log In Method │ Mobile Number Log In
  1. Sign up your WorkDo account with your mobile number.
  2. Open WorkDo.
    • App │ Open WorkDo and click Log In.
    • Web│ Official Web Site > Click Log In on the upper-right corner.
  3. Click Log In
  4. Select Mobile Number.
  5. Enter the mobile number you used to sign up for WorkDo.
  6. Click the Log In button.
Log In Method │ Google / Facebook / WeChat Log In
  1. Slect Google, Facebook, WeChat account you used to sign up for WorkDo.
  2. You may be asked for your Google, Facebook or WeChat account password upon log in.
Reminders

Upon log in, your destination screen is determined depending on the situations below.

  • The workplace you previously logged out of.
  • If you have not joined any workplace, the Join/Create Workplace page will be shown.

Apart from email and mobile number, you could use your Google account to sign up and log in to WorkDo directly. Simply download and install WorkDo and choose “Continue with Google” and follow the instructions to sign up your WorkDo account.

Sign Up Your WorkDo Account Using Google
Plan:All plans
Permission:All users
Device:AppWeb

Instructions:

  1. Click “Continue with Google” on the the sign up / log in page.
  2. Use your Google account to sign up: If your device is not logged in to Google, this will lead you to the Google log in page. The just input your Google log in information and you are done!
  3. Set up your WorkDo profile and picture and you are set to go!
Reminders
  • If you would like to use your Google account to sign up for WorkDo, it is recommended that you download the Google app and log in first for faster sign up.
  • If you have multiple Google accounts, make sure you choose the right account for sign up and log in process.
  • Click here to view your Google authorization to WorkDo.

Apart from email and mobile number, you could use your Facebook account to sign up and log in to WorkDo directly. Simply download and install WorkDo and choose “Continue with Facebook” and follow the instructions to sign up your WorkDo account.

Sign Up Your WorkDo Account Using Google
Plan:All plans
Permission:All users
Device:AppWeb

Instructions:

  1. Click “Continue with Facebook” on the the sign up / log in page.
  2. Use your Facebook account to sign up: If your device is not logged in to Facebook, this will lead you to the Facebook log in page. The just input your Facebook log in information and you are done!
  3. Set up your WorkDo profile and picture and you are set to go!
Reminders
  • If you would like to use your Facebook account to sign up for WorkDo, it is recommended that you download the Facebook app and log in first for faster sign up.
  • If you have multiple Facebook accounts, make sure you choose the right account for sign up and log in process.
  • Click here to view your Facebook authorization to WorkDo, click “View and edit” to change the data access if needed.

Apart from email and mobile number, you could use your WeChat account to sign up and log in to WorkDo directly. Simply download and install WorkDo and choose “Continue with WeChat” and follow the instructions to sign up your WorkDo account.

Sign Up Your WorkDo Account Using WeChat
Plan:All plans
Permission:All users
Device: AppWeb

Instructions:

  1. Click “Continue with WeChat” on the the sign up / log in page.
  2. Use your WeChat account to sign up: If your device is not logged in to WeChat, this will lead you to the WeChat log in page. The just input your WeChat log in information and you are done!
  3. Set up your WorkDo profile and picture and you are set to go!
Reminders
  • If you would like to use your WeChat account to sign up for WorkDo, it is recommended that you download the WeChat app and log in first for faster sign up.
  • If you have multiple WeChat accounts, make sure you choose the right account for sign up and log in process.
  • Click here to view your WeChat authorization to WorkDo.

If your device is unable to receive SMS, you can simply log in with your Facebook, Google or WeChat account.

Under normal circumstances, when you sign up WorkDo using a mobile number, the system will automatically send the verification SMS to your device. If you did not receive the verification SMS for any reason, please follow the instructions below for troubleshooting.

Fail to receive verification SMS
Plan:All plans
Permission:All users
Device:AppWeb

Instructions:

  • Please check if the mobile number is entered correctly then press “Resend” button after the timer reches 0 to receive the verification SMS.
  • If go back to the previous page to reenter the mobile number if it is incorrectly entered.
  • If you are still unable to receive the verification SMS after resending it, please contact your mobile service provider for your business SMS settings.
  • Use other methods to sign up for WorkDo.

If you can’t log in your account, please make sure your login account and password are both correct. If you forgot your password, you could tap Forgot Password and follow the instructions to reset your password and log in again.

You don’t have to log out of WorkDo, because WorkDo supports multi-device login, if you use a new device to log in to your WorkDo account, everything will be synced up and up-to-date. But if you really intend to log out, please follow the steps below.

Log Out of WorkDo
Plan:All plans
Permission:All users
Device:AppWeb

Instructions:

  • Web
    1. Click the profile icon as shown here Workplace-01.
    2. Click Log Out.
    3. Click the Confirm button on the prompt to log out.
  • App
    1. On the workplace screen.
    2. Select the 3-dot icon on the upper-right hand corner.
    3. Click Accounts.
    4. Select Log Out highlighted in red.
    5. Select Yes on the log Out Prompt.
Relevent Question

Log In to WorkDo

Start WorkDo page is the last step of your signup process. It encourages you to join or create a workplace.
Regardless how you signed up for an account, you need a valid email address to start WorkDo.
Once you have entered a valid email address, you will receive a verification code sent to your mailbox. Just go check the 4-digit verification code and enter it on your mobile device to join or create a workplace. If you want to experience everything WorkDo has to offer before joining or creating a workplace, you’re welcome to join WorkDo Demo Inc. by clicking Join button at the bottom of the page.

Yes. WorkDo supports login on multiple devices.

If you cannot recall your password when changing to a new device or after reinstalling the app, please reset your password by:
1. Tap Log In.
2. Tap Forgot Password?
3. Enter the mobile number or email address registered to your WorkDo account.
4. Tap Next and follow the instructions.

Account

You can change your password from Accounts:
1. Tap My on the footer menu.
2. Tap Accounts.
3. Tap Change Password and enter a new login password then press Done.
Note: You need to bind or sign up with a mobile number or an email address before you can change your login password.

Yes. WorkDo supports login on multiple devices.

If you cannot recall your password when changing to a new device or after reinstalling the app, please reset your password by:
1. Tap Log In.
2. Tap Forgot Password?
3. Enter the mobile number or email address registered to your WorkDo account.
4. Tap Next and follow the instructions.

A user Do-ID is unique to every user and is used to identify the user within the WorkDo service.
When you register WorkDo, the Do-ID will not be set by default. You can set your Do-ID anytime while you are using WorkDo. However, once user Do-ID has been set you cannot change it.
1. Go to the My tab > Accounts > My Do-ID.
2. Enter the ID you want to use and tap Done.

You can find your Do-ID from:
1. My tab -> Accounts -> My Do-ID.
2. You can set your Do-ID if you don’t have one yet.
Note: User Do-ID cannot be changed once set.

You can share your QR code to join a community/group or become buddies with someone:
1. Under My tab > My QR Code.
2. When scanning QR code, there is a My QR Code in the scan QR code page.

Federated accounts are Facebook, Google or WeChat accounts in addition to your mobile number that you can use to log into WorkDo. You can link them to your account from My -> Accounts -> Facebook/Google/WeChat.

Main Settings

Just like a real company, everybody all plays a different role to work and grow together, this concept is the same in WorkDo.
 
There are 3 key roles in a WorkDo workplace, and they are member, admin and owner, each with a different purpose and role to play to facilitate the running of the company.
 
Furthermore, with each tool, there are team members that are responsible for maintaining the settings and records other than using it, so each tool also has a tool role that limits team members’ permissions on what they can do with each tool.(Know more!
 
Now let have a closer look at each of the 3 roles in WorkDo!
 

01 │ Member

All members can use the tools to communicate, post notes, share files, photos, send approvals, requests, hold events and assign tasks. However, if a member is assigned as the tool admin of a particular tool, this person is then responsible for approving the requests sent by the team members and reviewing relevant records pertaining to this tool.
 

02 │ Admin

An admin is responsible for managing the settings of the workplace, group or between buddies. Each level could have more than one admins and they can do everything a member can on top of…

  1. Deleting or editing posts,
  2. Deleting comments,
  3. Managing members, including inviting, approving, remove members.
  4. Role Management
    • Workplace Settings – Add adminsset wall post permission, set notifications, group creation permission, payment information, insert APIs (available in the web version), etc. The workplace admin role is recommended to human resources employees and IT staff.
    • Group Settings – Add adminsset group privacy, invite members, and set notifications. The group admin is recommended to department managers or group creators.Controlling the settings.
    • Buddy Settings – Set buddy information (for personal reference only).
  5. Activate or deactivate advanced tools.andset tool roles

03 │ Owner

The owner of the workplace or group, the owner has the higheat authorization. The owner can also…

  1. Transfer ownership to to aother admin,
  2. Delete the workplace or group.

 

Who is the owner or admin?
Permission:All users
Device:AppWeb
  1. Select a workplace, group or buddy level.
    • Workplace – Click the workplace settings (Click the gear icon for the web version).
    • Group – Click the Groups tab on the workplace page and hold the desired group and swipe right, click the settings (Click the gear icon for the web version).
    • Buddy – Click the Buddies tab on the workplace page and hold the desired buddy and swipe right, click the settings (Click the gear icon for the web version).
  2. Select the Manage Admin option. The red crown is assigned to the owner, the blue crown is assigned the admin.

 

Reminders
  • The owner and admin have almost the same authority. In a way of speaking, they are both “admins”, so unless otherwise specified, in all the WorkDo documents either one can be referred to as an admin.
  • Since the buddy level only has two members, both parties are admins.

 

The admins is present in workplaces, groups or between buddies, the function of their role is to maintain the settings and permissions in each level.

The “Manage Admin” option is an important setting when onboarding WorkDo, please select the persons responsible for maintaining the workplace settings.

Plan: Free    Premium

Permission: Member    Admin    Owner

Device: App    Web

STEP │ Assign Workplace / Group Admins
  1. Select workplace / group / buddy level.
    • Workplace │ Tap on the workplace settings (Tap on the gear icon for the Web version).
    • Group │ From the workplace page tap on the groups tab, then swipe righ and click on the gear icon.
  2. Select Manage Admin.
  3. Add admin.
    • App │ Click the + icon.
    • Web │ Click Add Admin.
  4. Select the applicable members.
  5. Click Done.
STEP │ Remove Admin
  1. Select workplace / group / buddy level.
    • Workplace │ Tap on the workplace settings (Tap on the gear icon for the Web version).
    • Group │ From the workplace page tap on the groups tab, then swipe righ and click on the gear icon.
  2. Select Manage Admin.
  3. Remove Admin
    • App │ Swipe left on the admin tap on the Remove button then confirm the action.
    • Web │ Click on Remove next to the admin then confirm the action.
Reminder
  • The buddy level consists of two people, but both are admins by default.

You can transfer the ownership to others if you are the workplace or group owner.

(Topic of interest – How to add admins to the workplaces or groups I own?)

Transfer ownership to another admin
Plan:FreePremium
Permission:MemberAdminOwner
Device:AppWeb

Instructions:

  1. Select the workplace or group for change of ownership.
    • Workplace │ Tap on the workplace settings (Tap on the gear icon for the Web version).
    • Group │ From the workplace page tap on the groups tab, then swipe righ and click on the gear icon.
  2. Click Advanced.
  3. Click on Change Owner and select a member from the list.
    • App │ Click Change and confirm the action.
    • Web │ Click Change and confirm the action.
Reminder
  • The ownership concept is not applicable on the buddy level.

Workplace

A workplace is a place for you, your company and all coworkers to communicate and collaborate together. The workplace is designed to be secure and safe for your company with multiple levels of privacy settings. You can also create groups within the company for different departments, projects, or topics.

Within a workplace, you can chat, create tasks, view events, upload files and even make a poll with your colleagues. Also, you can use the HR, Leave, Expense, Conf. Rm. and CRM tools to better manage your company.
 
The 7 benefits of having a workplace in WorkDo

  • All-in-One

    WorkDo is a true all-in-one collaboration platform that integrates all to tools you need to communicate, collaborate and operate. WorkDo effectively reduces your company’s costs of having to maintain multiple servers and IT equipment on your own.

  • Secure Access Control

    WorkDo only allows your colleagues to join your secure workplace. There are various ways that you could use to invite the right people to join your workplace, leave it to us to block out the unwanted individuals.

  • The Perfect Virtual Workplace

    WorkDo is excellent if your workplace requires multiple discussion groups for different tasks, teams, purposes, etc. The abundant amount of tools guarantee that there’s always the right tool for the job!

  • Flexible Permissions

    Each employee could have different permissions in WorkDo, and different tool permissions allow different employees to use the tools in different ways. Changing permissions is as easy as a few clicks by the workplace admins.

  • Report Export

    WorkDo keeps track of all the records, data and tool use for you, may it be attendance, vacations, approvals and employee information. Download the report you need and customize it the way you want it, it’s all here!

  • Swiftly Remove Former Employees

    When an employee part ways with the company, that person could no longer access the workplace data, and everything will be kept for reference, including files and chats.

  • Reduce IT Costs

    No servers, no IT staff, no maintenance fees. We’ll handle the security, upgrade and maintenance, so you can focus reaching your goals, together!

 
Create Your Workplace
 

Creating a workplace in WorkDo is easy! All it requires is a valid email address for account verification purposes.
 
When creating a workplace, you are given the choice of either using a company email address or a free email address. The differences are explained below.
 
Plan: All plans

Permission: All users

Device: App      Web
 

Company Email Address

Applicable: For teams that use company email addresses.
Pro: Employees that have the same company email addresses will be automatically invited to join the workplace instead of manually inviting, saving precious time.
Features

  • A single company email domain can only be used to create one workplace and only members with the same company email domain will auto-join the workplace.
  • Any company email address is unique and for one individual. Avoid mistaken identity!
  • By following the steps in creating a workplace, the first person to use the company email address and complete the account verification will be assigned as the owner of the workplace (The ownership can be transferred to other members later on).
  • The rest of the team members can auto-join the workplace using the company email.

 
Steps

  1. At the Join/Create Workplace page.
    • Complete the workplace registration.
    • Click the Menu button (3 horizontal lines) and select Join/Create Workplace.
  2. Click Create New Workplace.
  3. Enter your company email address.
  4. Click Submit.
  5. Verification process
    • If you used the company email for your personal account registration, please go to step 6.
    • If you used an email address that is different from your company email address, please retrieve the verification code from your company email inbox and input it on the screen.
  6. Enter the company information at the workplace home screen to complete.
Free Email Address

Applicable: For teams that use free email addresses(@gmail, @yahoo…etc.)
Pro: Everyone has to be manually invited and verified first before joinning the workplace.
Features

  • Unique email address, no mistake of identity!
  • By following the steps in creating a workplace,you will be assigned as the owner of the workplace (The ownership can be transferred to other members later on).
  • Target invite members to join the workplace, verification process is no longer required.

 
Steps

  1. At the Join/Create Workplace page.
    • Complete the workplace registration and you will be led to the workplace home screen.
    • Click the Menu button (3 horizontal lines) and select Join/Create Workplace.
  2. Click Create New Workplace
  3. Click Create with free email
  4. Fill out the necessary information
  5. Click Done
  6. The workplace home screen will be shown indicating the registration completion.

 

Reminders
  • A company email domain is recognized by the company name followed by the @ sign in the email address (ex. johndoe@company.com). Most company email domains are paid services, however, there are exceptions that even Google’s @gmail.com is used as a company email domain. So please check with your IT staff before registration.
  • If your company is a multinational conglomerate or has branch offices, you could simply use the same account and create a new workplace and manage multiple workplaces with the same account.

There are a number of ways team members could join a workplace and we’ll explain more here.

You could invite team members to the workplace if you are a workplace admin or the Workplace Privacy setting is set to everyone is allowed to invite other members to the workplace.

Invite New Members to a Workplace
Plan:All plans
Permission:Workplace membersWorkplace admins
Device:AppWeb

Steps:

  1. At the workplace page.
  2. Click the Invite Members button on the upper-left corner of the screen.
  3. Select verification method.
    • Verify with company email address.
    • Verify by mobile number.
    • Verify by email address.
    • Verify via invite link, invite Network buddies or member search.
  4. Send invite link.
    • App │ Send the invite link via Facebook, LINE, Whatsapp, WeChat, or copy and paste invite link to external apps.
    • Web │ Copy and paste an uniquely generated invite link to other external software.

 

Reminder

In Step 3, depending on the verification method selected, WorkDo will generate unique invite links for the unregistered users, this in term, will affect whether the users have to be approved by the workplace admins upon joing the workplaces.

Next, we’ll go through the 3 primary ways for members to join workplaces.

  • Self-join a Workplace
    Download and register WorkDo and the user will be guided to the Join/Create Workplace screen. Click Join Workplace and fill in the personal company domain email address to join the workplace.
  • Invite Members to a Workplace
    WorkDo will generate invite links based on the verification method selected and the invitees have to use the specified email address or mobile number to register before joining the workplace.

    • Verify with Company Email Address:Send The invite link can be sent to all the users who are using the same company email domain and will automatically join the workplace upon signing on.
    • Verify by mobile number:Target invite users with specified mobile numbers who don’t use company email addresses to the workplace.
    • Verify by Email Address:Target invite users with specified mobile numbers who don’t use company email addresses to the workplace.
    • Invite Link, Network Buddy or Search:This method is suitable for companies that don’t have a company email domain. The invite link generated can be sent to all users, however, the workplace admins have to manually approve each individual before joining the workplace.
  • Batch-import Employee Profiles
    The workplace admins have to use the HR tool to batch-import employee profiles to WorkDo, in doing so, the system will send an invite link to everyone who has not signed on to WorkDo using either the email address or mobile number.
Note!

Please note that although the permission for member invite is marked for workplace members and admins, however, this is entirely dependent on the privacy settings of the workplace.

 

Certainly. We understand that subsidiaries of global corporates and conglomerates collaborate on a different scale, so in WorkDo you could use one account to join different workplaces.

Simply put, once you register an account, you could create and join multiple workplaces, the workplace data and configuration are unique, independent and secure, perfect for operating remote teams!

Switching workplaces
Plan:All plans
Permission:All users
Device:AppWeb

Steps:

  • Click the workplace menu on the upper-left corner and a list of workplaces you are in will be displayed.
  • Click on desire the workplace to switch workplace domain.

 

Reminder

In the rare event that you no longer work for the former company, your WorkDo account can still be used to join new company for team collaboration.

Relevant Question

How to create a workplace?

Yes, you can create or join multiple groups under your workplace. With multiple levels of privacy settings, you can create groups within the workplace you are in and make it private so only the invited members will know about the groups.

To create a new group:
When you have less than 10 groups and buddies combined:
1. Go to Groups tab. You will find 4 buttons(Create Group, Join Group, Add Buddy, Scan QR Code) on the top of the page..
2. Tap Create group and follow the steps to create a group.

When you have more than 10 groups and buddies combined:
1. Go to Groups tab, tap the + (plus) button at the bottom right corner.
2. Select Create Group.
3. Enter group name, group description (optional), and upload group image (optional).
4. Tap Create at the top right corner and choose to enter privacy settings or skip this step, then choose to add members.

If you are interested in finding new groups that fit your interests in the workplace, go to Workplace tab > Public Groups. You can see all the public groups that you can request to join.
When you see a group you are interested to join, tap the group. If you have not sent a join request to this group before, tap Join to send a join request.
– If this group requires approval to join, then you’ll need the approval of the group owner or an admin before you can enter the group.
– If this group does not require approval to join, after you tap Join, you become a group member automatically.

Yes, you can go to Workplace tab, then tap Roster to see all of your colleagues. If you want to interact with your colleagues individually, you can add them as your buddies from the roster to conduct one-on-one communication.

Of course! Buddy is a one-to-one level in WorkDo, and you can add anyone in your workplace as a buddy! When you add your team members as buddies, you can engage in one-to-one chatting, note posting, task assigning, file sharing and etc.

 

Add Buddies
Plan:All plans
Permission:All users
Device:AppWeb

Steps:
Choose one of the following methods below to add buddies.

  • Add buddies from workplace or groups
    Click Add Buddy from the Workplace page, select from the workplace roster or groups, choose a member then hit Add Buddy to complete. Repeat the process to add other buddies.
  • Add buddies using a QR code (App only).
    Click Add Buddy from the Workplace page, select QR code to scan a member’s QR code to add a buddy. Repeat the process to add other buddies.
  • Buddy Icon
    Click anytime when you see a buddy icon then hit the Add Buddy button to add a buddy.
  • Add buddies with Do-ID
    Click Add Buddy from the Workplace page, select Search, then enter a member’s Do-ID to add a buddy.
  • Add buddies using email or mobile number
    Click Add Buddy from the Workplace page, select Email or Mobile, then enter a member’s respective information to add a buddy.

 

Reminder

As a team collaboration app, WorkDo focuses on team communication and collaboration to maximize team efforts, therefore, adding buddies doesn’t require the approvals from the other members.

The WorkDo Demo Inc. is a demo workplace created by WorkDo Team for all WorkDo users to play around and try out the functions. You can create notes, tasks, events or other items and apply for leave and expense within the demo workplace. You could leave the demo workplace anytime or you’ll automatically leave the demo workplace in 30 days.

Benefits
  • Quickly assess and experience WorkDo!

    Feel free to try out all the available features in the demo workplace and see if this is the right collaboration tool for your team!

  • Get your questions answered!

    You could use the feedback function or just simply ask your questions in the demo workplace, our admins and moderators will address them for you when they see them.

  • Get your first-hand new!

    We’ll post updates information and upcoming event news in the demo domain, so you could get your first-hand information here!

Join WorkDo Demo Workplace
Plan:All plans
Permission:All users
Device:AppWeb

Steps:

  1. Tap on the workplace menu on hte upper-left hand corner of the screen.
  2. Select + Join / Create Workplace.
  3. Tap on Join Demo Workplace and you are in!
Relevant Question

How to create a workplace?

Just like a real company, everybody all plays a different role to work and grow together, this concept is the same in WorkDo.
 
There are 3 key roles in a WorkDo workplace, and they are member, admin and owner, each with a different purpose and role to play to facilitate the running of the company.
 
Furthermore, with each tool, there are team members that are responsible for maintaining the settings and records other than using it, so each tool also has a tool role that limits team members’ permissions on what they can do with each tool.(Know more!
 
Now let have a closer look at each of the 3 roles in WorkDo!
 

01 │ Member

All members can use the tools to communicate, post notes, share files, photos, send approvals, requests, hold events and assign tasks. However, if a member is assigned as the tool admin of a particular tool, this person is then responsible for approving the requests sent by the team members and reviewing relevant records pertaining to this tool.
 

02 │ Admin

An admin is responsible for managing the settings of the workplace, group or between buddies. Each level could have more than one admins and they can do everything a member can on top of…

  1. Deleting or editing posts,
  2. Deleting comments,
  3. Managing members, including inviting, approving, remove members.
  4. Role Management
    • Workplace Settings – Add adminsset wall post permission, set notifications, group creation permission, payment information, insert APIs (available in the web version), etc. The workplace admin role is recommended to human resources employees and IT staff.
    • Group Settings – Add adminsset group privacy, invite members, and set notifications. The group admin is recommended to department managers or group creators.Controlling the settings.
    • Buddy Settings – Set buddy information (for personal reference only).
  5. Activate or deactivate advanced tools.andset tool roles

03 │ Owner

The owner of the workplace or group, the owner has the higheat authorization. The owner can also…

  1. Transfer ownership to to aother admin,
  2. Delete the workplace or group.

 

Who is the owner or admin?
Permission:All users
Device:AppWeb
  1. Select a workplace, group or buddy level.
    • Workplace – Click the workplace settings (Click the gear icon for the web version).
    • Group – Click the Groups tab on the workplace page and hold the desired group and swipe right, click the settings (Click the gear icon for the web version).
    • Buddy – Click the Buddies tab on the workplace page and hold the desired buddy and swipe right, click the settings (Click the gear icon for the web version).
  2. Select the Manage Admin option. The red crown is assigned to the owner, the blue crown is assigned the admin.

 

Reminders
  • The owner and admin have almost the same authority. In a way of speaking, they are both “admins”, so unless otherwise specified, in all the WorkDo documents either one can be referred to as an admin.
  • Since the buddy level only has two members, both parties are admins.

 

The admins is present in workplaces, groups or between buddies, the function of their role is to maintain the settings and permissions in each level.

The “Manage Admin” option is an important setting when onboarding WorkDo, please select the persons responsible for maintaining the workplace settings.

Plan: Free    Premium

Permission: Member    Admin    Owner

Device: App    Web

STEP │ Assign Workplace / Group Admins
  1. Select workplace / group / buddy level.
    • Workplace │ Tap on the workplace settings (Tap on the gear icon for the Web version).
    • Group │ From the workplace page tap on the groups tab, then swipe righ and click on the gear icon.
  2. Select Manage Admin.
  3. Add admin.
    • App │ Click the + icon.
    • Web │ Click Add Admin.
  4. Select the applicable members.
  5. Click Done.
STEP │ Remove Admin
  1. Select workplace / group / buddy level.
    • Workplace │ Tap on the workplace settings (Tap on the gear icon for the Web version).
    • Group │ From the workplace page tap on the groups tab, then swipe righ and click on the gear icon.
  2. Select Manage Admin.
  3. Remove Admin
    • App │ Swipe left on the admin tap on the Remove button then confirm the action.
    • Web │ Click on Remove next to the admin then confirm the action.
Reminder
  • The buddy level consists of two people, but both are admins by default.

You can transfer the ownership to others if you are the workplace or group owner.

(Topic of interest – How to add admins to the workplaces or groups I own?)

Transfer ownership to another admin
Plan:FreePremium
Permission:MemberAdminOwner
Device:AppWeb

Instructions:

  1. Select the workplace or group for change of ownership.
    • Workplace │ Tap on the workplace settings (Tap on the gear icon for the Web version).
    • Group │ From the workplace page tap on the groups tab, then swipe righ and click on the gear icon.
  2. Click Advanced.
  3. Click on Change Owner and select a member from the list.
    • App │ Click Change and confirm the action.
    • Web │ Click Change and confirm the action.
Reminder
  • The ownership concept is not applicable on the buddy level.

Enable the calendar subscription function to combine your WorkDo time-related events and to-do list into a calendar link and subscribe through the calendar you use!

Notes:

  • If you are in multiple WorkDo workplaces and need different calendar feeds, you should switch workplace domains then individually subscribe a specific calendar feed for that particular workplace.
  • Most external calendars do not provide WorkDo real-time updates and synchronization. Please check your calendar’s information to ascertain the update time and frequency.
  • The calendar subscription button must remain enabled to receive constant updates.

Groups

Yes, you can create or join multiple groups under your workplace. With multiple levels of privacy settings, you can create groups within the workplace you are in and make it private so only the invited members will know about the groups.

To create a new group:
When you have less than 10 groups and buddies combined:
1. Go to Groups tab. You will find 4 buttons(Create Group, Join Group, Add Buddy, Scan QR Code) on the top of the page..
2. Tap Create group and follow the steps to create a group.

When you have more than 10 groups and buddies combined:
1. Go to Groups tab, tap the + (plus) button at the bottom right corner.
2. Select Create Group.
3. Enter group name, group description (optional), and upload group image (optional).
4. Tap Create at the top right corner and choose to enter privacy settings or skip this step, then choose to add members.

If you are interested in finding new groups that fit your interests in the workplace, go to Workplace tab > Public Groups. You can see all the public groups that you can request to join.
When you see a group you are interested to join, tap the group. If you have not sent a join request to this group before, tap Join to send a join request.
– If this group requires approval to join, then you’ll need the approval of the group owner or an admin before you can enter the group.
– If this group does not require approval to join, after you tap Join, you become a group member automatically.

You can delete a group so long as you are the group owner, however, once executed, this action is irreversible, so please make sure to save and backup all the necessary files and documents of a group before performing this move.
 

Group Deletion
Plan:All plans
Permission:MembersAdminsOwner
Device:AppWeb
  1. Group Settings
    • App │ At the workplace page > click the Groups tab and swipe right on the group you wish to delete then cleick the Group Settings.
    • Web │ Select a group at the workplace page then click the gear icon on top for the Group Settings.
  2. Click on Delete This Group.』
  3. Fill out the verification code as seen on the screen then click
    Delete This Group to confirm the action.

 

Caution!

The group deletion action is irreversible, please make sure you have backuped all the files you need before performing this action.

 

You can add people within the same workplace to your group by:
1. Group Settings-> Add Members.
2. Group Settings -> Member list -> the + button.

You can add members with various ways:
1. Select your buddies and add them to your group.
2. Select members from other groups to join your group.
3. Show your group QR code to the people of the same workplace for them to scan and join your group. (Group QR code can be found in Group Settings -> Group QR Code and in Add Members page)
4. Provide your group ID (if you have set one) to people of the same workplace for them to enter and join your group. (Group ID can be found in Group Settings -> Group ID)
-Please also turn on the Join by Group ID function.
5. Obtain and scan the personal QR codes of people within the same workplace to add them to your group. (Personal QR code can be found in My -> My QR Code)
6. Obtain and enter the user IDs of people within the same workplace and add them to your group. (User ID can be found in My -> Accounts -> My User ID)
-Please also turn on Add by User ID function.

Note:
– Group ID can only be set once and cannot be changed again.

The Information Hub and WorkDo Testing are two default groups that come with your new workplace when it is created. All members will automatically join these groups as they onboard WorkDo. These groups are designed for members who are unfamiliar with WorkDo to have a place to discuss features and how to use WorkDo.

Of course, you could rename the groups and change any of the group settings to suit your team purpose any way you see fit, or you could delete them if you so desire.

Change Group Information & Settings
Plan:All plans
Permission:MembersAdminsOwner
Device:AppWeb

Steps

  • Click the Groups tab at the start of the workplace page.
  • Select the group you wish to change the settings and swipe right.
  • Click on Settings.
  • Select the Group Info to edit the group name and description or other group settings.

Download Quick Start Guide

Only public groups can be found in Public Groups. If someone asks you to find a group but you can’t find it in Public Groups, please ask the inviter to provide Group QR Code or Group ID for others to join the group.
Or, If you have been blocked by a group, you won’t be able to find the group as well.

To leave a group you are in:
1. Go to Group Settings.
2. Tap Leave This Group and confirm the action if you are sure.

Just like a real company, everybody all plays a different role to work and grow together, this concept is the same in WorkDo.
 
There are 3 key roles in a WorkDo workplace, and they are member, admin and owner, each with a different purpose and role to play to facilitate the running of the company.
 
Furthermore, with each tool, there are team members that are responsible for maintaining the settings and records other than using it, so each tool also has a tool role that limits team members’ permissions on what they can do with each tool.(Know more!
 
Now let have a closer look at each of the 3 roles in WorkDo!
 

01 │ Member

All members can use the tools to communicate, post notes, share files, photos, send approvals, requests, hold events and assign tasks. However, if a member is assigned as the tool admin of a particular tool, this person is then responsible for approving the requests sent by the team members and reviewing relevant records pertaining to this tool.
 

02 │ Admin

An admin is responsible for managing the settings of the workplace, group or between buddies. Each level could have more than one admins and they can do everything a member can on top of…

  1. Deleting or editing posts,
  2. Deleting comments,
  3. Managing members, including inviting, approving, remove members.
  4. Role Management
    • Workplace Settings – Add adminsset wall post permission, set notifications, group creation permission, payment information, insert APIs (available in the web version), etc. The workplace admin role is recommended to human resources employees and IT staff.
    • Group Settings – Add adminsset group privacy, invite members, and set notifications. The group admin is recommended to department managers or group creators.Controlling the settings.
    • Buddy Settings – Set buddy information (for personal reference only).
  5. Activate or deactivate advanced tools.andset tool roles

03 │ Owner

The owner of the workplace or group, the owner has the higheat authorization. The owner can also…

  1. Transfer ownership to to aother admin,
  2. Delete the workplace or group.

 

Who is the owner or admin?
Permission:All users
Device:AppWeb
  1. Select a workplace, group or buddy level.
    • Workplace – Click the workplace settings (Click the gear icon for the web version).
    • Group – Click the Groups tab on the workplace page and hold the desired group and swipe right, click the settings (Click the gear icon for the web version).
    • Buddy – Click the Buddies tab on the workplace page and hold the desired buddy and swipe right, click the settings (Click the gear icon for the web version).
  2. Select the Manage Admin option. The red crown is assigned to the owner, the blue crown is assigned the admin.

 

Reminders
  • The owner and admin have almost the same authority. In a way of speaking, they are both “admins”, so unless otherwise specified, in all the WorkDo documents either one can be referred to as an admin.
  • Since the buddy level only has two members, both parties are admins.

 

The admins is present in workplaces, groups or between buddies, the function of their role is to maintain the settings and permissions in each level.

The “Manage Admin” option is an important setting when onboarding WorkDo, please select the persons responsible for maintaining the workplace settings.

Plan: Free    Premium

Permission: Member    Admin    Owner

Device: App    Web

STEP │ Assign Workplace / Group Admins
  1. Select workplace / group / buddy level.
    • Workplace │ Tap on the workplace settings (Tap on the gear icon for the Web version).
    • Group │ From the workplace page tap on the groups tab, then swipe righ and click on the gear icon.
  2. Select Manage Admin.
  3. Add admin.
    • App │ Click the + icon.
    • Web │ Click Add Admin.
  4. Select the applicable members.
  5. Click Done.
STEP │ Remove Admin
  1. Select workplace / group / buddy level.
    • Workplace │ Tap on the workplace settings (Tap on the gear icon for the Web version).
    • Group │ From the workplace page tap on the groups tab, then swipe righ and click on the gear icon.
  2. Select Manage Admin.
  3. Remove Admin
    • App │ Swipe left on the admin tap on the Remove button then confirm the action.
    • Web │ Click on Remove next to the admin then confirm the action.
Reminder
  • The buddy level consists of two people, but both are admins by default.

You can transfer the ownership to others if you are the workplace or group owner.

(Topic of interest – How to add admins to the workplaces or groups I own?)

Transfer ownership to another admin
Plan:FreePremium
Permission:MemberAdminOwner
Device:AppWeb

Instructions:

  1. Select the workplace or group for change of ownership.
    • Workplace │ Tap on the workplace settings (Tap on the gear icon for the Web version).
    • Group │ From the workplace page tap on the groups tab, then swipe righ and click on the gear icon.
  2. Click Advanced.
  3. Click on Change Owner and select a member from the list.
    • App │ Click Change and confirm the action.
    • Web │ Click Change and confirm the action.
Reminder
  • The ownership concept is not applicable on the buddy level.

Buddies

Buddies are the coworkers in your WorkDo workplace in which you added for one-on-one communication. By adding someone as your buddy, you can chat with each other and create task, event, or note just the two of you can see.
In addition, there are a lot more tools such as IOU and Phonebook that you can use just between you and your buddy.

You can add buddies in various ways by tapping the + button on the bottom right of the Groups list page,

1. Select from company roster and add them as your buddies.
2. Select group members from your groups and add them as your buddies.
3. Show your personal QR code to your friends for them to scan and add you as a buddy.
4. Provide your user ID to your friends for them to enter and add you as a buddy.
5. Scan your friends’ personal QR codes to add them as your buddies.
6. Enter your friends’ user IDs and add them as your buddies.

Note:
– User ID can only be set once and cannot be changed again.
– Please enable Add by User ID in User Privacy page (My Settings > User Privacy > Add by User ID if you want others to add you as a buddy by user ID).

If you are sure you entered the right User ID received from your friend and you still can’t add as buddy,  please ask your friend to turn on Add by User ID setting from:
1. My tab > Accounts > User Privacy.
2. Enable Add by User ID setting.

Once your friend enables this feature, you can try to add your friend as a buddy by user ID again.

You can unbuddy your buddy from
Buddy -> Settings -> Unbuddy.

Note: Once you unbuddy the buddy, you and this user will no longer see shared posts and chat messages and will be removed from each other’s buddy list.

WorkDo Network

How do I use WorkDo to work with clients and customers?
WorkDo Netwoek was create to alleviate the external communication and collaboration hurdles that many users face.

Now with one WorkDo account, both internal and external communications are enabled by WorkDo!
 
What can you do in the WorkDo Network?

  • Add clients, suppliers and partners as buddies.

    Add your buddies is the best way for one on one communication!

  • Create a group for multiple individuals.

    You can add clients, customers and suppliers as buddies put them into groups for external communication and collaboration.

  • Use the basic tools as you please!

    Once a group is created, you can freely use the available tools for collaboration. Of course, the Dashboard will remind you items that are due every day ensuring a smooth collaboration among partners.

  • Receive official WorkDo notifications.

    You will be notified of WorkDo’s new tools, features and events periodically.

 
Now it’s time for you to invite external partners to WorkDo and collaborate effortlessly!
 

If you need a personal reminder, a place to keep your notes and references, or make up your own to-do list, the private space is precisely what you need!
Collaborate in workplaces and the private space is for your personal use.
 
01 │ What is WorkDo Private Space?
Every WorkDo member has a private space, and the private space is an independent level for personal use only. You are free to use the tools however you like to take notes and keep references. The private space is accessible only to you.
In other words, you could use the WorkDo Network with clients and people outside of your workplace, and internally use the workplaces, groups, and buddies for collaboration, then use the private space for personal reminders and such, so that all three facets are covered.
 
02 │ The Differences between Private Space, Workplace and Network.
Every WorkDo user must join at least one workplace or network. It is then the user can create groups and add buddies for collaboration. As such, the workplace and network are the highest levels, and all groups and buddies are attached to them. The private space is also its independent level, no one can join and access your private space, and no one except you can see its contents. It is truly your own private space!

  • Workplace │ An independent level for internal team collaboration with basic and advanced tools available.
  • Network │ An independent level for external communication and interactions with clients and customers with the basic tools available for use.
  • Private Space │ An independent level with basic tools available for personal use only. It is inaccessible to other members and groups.

 
03 │ What can You Do in the Private Space?

  • Note keeping
    Keep important notes, references, make a personal to-do list, your call! Totally private and completely safe!
  • Use the available tools to document
    The private space offers Notes, Tasks, Events, Albums, Files, and Links tools for you to use. You are free to use however you want, and the integrated Dashboard will also remind you things that are due to make sure that your day goes smoothly!

 
Feel free to use your private space now!
 

Add buddies is the most simple and direct way to connect with your clients and customers in the WorkDo Network. So whether it’s internal collaboration or external, all you need is a WorkDo account, and you are all set!
 
When two are added as buddies, they can use the available tools to communicate and collaborate in private. Follow the steps below to add your contacts as buddies.

Add clients, customers, suppliers as buddies
Plan:All plans
Permission:All users
Device:AppWeb

Instructions: There are multiple ways to add buddies, you can choose your preferred method and your business partners will receive your invite link to register and connect with you on WorkDo.

  1. Enter the WorkDo Network
  2. Click Add Buddy, then select a method to send the invite link.
    • Invite
      Share the invite link to your friends in messenger apps (Line, WeChat, Facebook Messenger), send the invite link via email, SMS, or copy the invite link and manually share it with your business partners.
    • Contact List
      If your business partners are already in your mobile phone’s contact list, you can select Contacts option to add them, if they are already using WorkDo, or invite them with email or SMS.
    • Suggestions
      This option will list the members of the WorkDo Network groups you are in, you can add them as buddies immediately.
    • QR Code
      You could scan each other’s QR code if your contacts are already using WorkDo.
    • Search via Do-ID, Mobile Number, Email
      Click Search and use any listed options to search your contacts and add them as your buddies.
  3. Add by Profile
    If you spot any one in WorkDo whom you wish to add as buddies, you can simple click their profile icon and them them instantly.

 

Reminder
  • Your personal settings in WorkDo Network will determine whether you will auto accept buddy invitations. You can click the Personal Settings on the upper-left-hand corner then select User Privacy and toggle the Auto Accept option to change the setting.

Chats

With a buddy
To start chatting with you buddies, go to Chats tab and tap on the Chat icon on the bottom right side. Switch to buddies tab and then select the buddy you want to start a chat. Or, you can go to Groups tab, find the buddy on the list, swipe right on the buddy in Buddy List or tap the Do button to tap the Chat icon to enter the chatroom, or simply tap on the buddy on your list and switch to the chat page (on the right side of Wall).

With group members
To start chatting with group members or workplace members, go to Chats tab and tap on the Chat icon on the bottom right side. Select the group (workplace also listed in here) you want to start a chat.
– Workplace: You can go to the Workplace tab and tap on the Chat icon to enter workplace chatroom.
– Groups: You can go to Groups tab and you can either swipe right on the group or tap Do button to tap the Chat icon to enter the chatroom, or simply tap on the group and switch to the chat page.

With a member of a group
To start chatting with a member of a group, you need to add this member as your buddy, then you can start chatting as buddies.

In chatroom, you can send not only text messages, but also image, location information, emoticons and audio messages.

The “Read” mark in chatroom indicates that someone has read your message and the number displayed beside the “Read” mark in group chats shows how many people have read you message. In buddy chat, since there are only you and your buddy, there will be no number displayed beside “Read”.

Note: The time shown below the “Read” mark is the time you sent the message but not the time the recipients read it.

To send photos to a chatroom, you can take a picture or attach an existing photo from your device’s camera roll / photo gallery to upload photos.

To take and send a new photo:

  1. Go to a chatroom and tap the plus icon next to the box where you enter chat messages.
  2. For Android, tap the camera icon to take a photo and click the check mark to send the photo.
    For iOS, tap the photo icon and tap on the camera icon on bottom left to switch to camera mode, then you can take a photo and click Use Photo to send the photo.

To send an existing photo:

  1. Go to a chatroom and tap the plus icon next to the box where you enter chat messages.
  2. For both devices, tap the photo icon to enter gallery, select photos from your photo gallery to send to the chatroom.

You can save a photo in chatroom either by long press on the photo and select Save, or tap on the Save icon when viewing the photo.

You can recall a chatroom message (text, image, location, and audio) by long press on a message which sent by you and select Recall.

*Note: If you recall a message, you cannot get it back.

You can delete a chatroom message by long press the message and select Delete.

However, if you delete a message, you only delete messages on your own device. If you want to remove messages from the recipients’ devices, please long press the message and select Recall.

Swipe left on a chatroom in chatroom list will show chatroom shortcut functions, tap the Delete icon to delete the particular chatroom.

Group Call

WorkDo is designed to facilitate remote team and resource management, so whether you are away on business travel or running a remote team, WorkDo’s group call gives you a way to instantly reach your team!
 
Making a group call is the most straightforward way to get your point across to your team, and it can be done in the workplace or group level. Simply select the group or the individuals you wish to talk to then hit the call button and WorkDo will take care of the rest!
 

Making a group call
Plan:All plans
Permission:All members
Device:AppWeb

 
STEPS │ App

  1. Enter the workplace or group chatroom for group call.
  2. Tap the + icon.
  3. Tap on the Group Call icon.
  4. Select members for the call.
  5. Tap on Done to begin the call. Members will be notified there’s an incoming call.

 
STEPS │ Web

  1. Enter the workplace or group chatroom for group call.
  2. Click the phone icon.
  3. Select members for the call.
  4. Tap on Invite to begin the call. Members will be notified there’s an incoming call.

 

Reminder
  • The chatroom will show there’s an incoming call taking place, team members could join the call there instead of going to the notification center.

The current group call user limit is set to 10 members at once for paid subcribers with no premium or hidden fees or time restriction.
 
WorkDo’s group call is perfect for bridging remote teams at a moment’s notice. Enjoy stable and uninterrupted calls anytime, anywhere!
 

Reminder
  • The group call function will be disabled if your free workplace domain exceeds 30 members. Please refer to the pricing plans for details.

 

Notifications

When there’s an update related to the tools you use to interact with your team, you will receive a push notification on your mobile device when you are not actively using WorkDo. The Notification Center will display all the updates with a numeric value representing the number of new updates.

The notification methods include alert sound, vibration and daily reminder count. You could also opt to receive notification alerts, email alerts, event alarms and chat alerts of the selected groups and workplaces. Please follow the steps below to personalize your notification settings.

App Notification Settings
Applicable Device: MobileWeb

Steps:
Click the “…” icon on the upper-right hand corner > App Settings > Notification Settings to change the settings.

  • Alert Sound: Recieve notification sounds for updates when the app is running.
  • Vibrate: Receive notification vibrations for updates when the app is running.
  • Daily Reminder: Receive daily notification of items on your to-do list once enabled.
Workplace Notification Setting
Applicable Device: MobileWeb

Steps:
Click the Workplace Settings > Personal settings > Notifications to change the settings.

  • Notification Center: Controls the Workplace’s notification sound and vibration. When turned off, you will not receive notification sounds and vibrations unless you manually check the notification center.
  • Email Alert: Receive email notifications in your email inbox. The default email is set to your email listed in the HR tool, the email you used to register the account or the email used to link your account.
  • Event Alarm: Receive event alarms in advance when you reply Going/Maybe to events. Set your reminder time, default is set to 15 minutes prior to the event.
  • Chat Alert: Receive chat notifications. The top button determines the overall chat notifications are enabled or disabled, or you could individually turn the notification on/off for selected groups.
Notice
  1. When your email is either not set or entered incorrectly in Email Alert, you could
    • Have the HR tool admin go to HR > Employee > Profiles to update your business email.
    • Change your email if the HR tool is not enabled in your workplace.
      Click the “…” icon in the workplace > Account > Linked Emails to update your email.
  2. You will receive additional push notifications on your mobile device if you have never opened the WorkDo app before.

 

 

#faq1211

Chat Alert provides users with chat updates in the workplace and groups they are in. On mobile devices, users will receive push notifications when they are not actively using WorkDo.
 
Users can either change the overall Chat Alert settings of WorkDo or change Chat Alert settings for a particular chatroom.
 
Change the overall chat alert settings

  • Click the More button on the upper-right hand corner then select the App Settings. Scroll down for the Notification Settings where you can change the overall settings of WorkDo.

 
Change the chatroom notification settings

  • Click the Group Settings in the chatroom and select toggle to turn the chat alert on and off.

Sometimes it may take a while for the actual message to be received (or displayed) after the notification has been received. If you are still having problems, please try the following,
1. Go back to the list of chats, then open the chatroom you are having problems with again.
2. Restart your device.
3. Update your WorkDo to the latest app version.

Please check if your Notification Settings are set correctly first.

1. My > My Settings > Notification Settings
2. Notification Settings on your device

Notifications may be delayed or not received properly depending on your network or Wi-Fi connection.

Please try the following when you find notifications got delayed or were not received properly.
1. Delete any unnecessary apps or data on your device.
2. Restart your device.
3. Update your WorkDo to the latest app version.

In the Notification Center (the small bell-like icon on top right), you can find unread items’ background color is light blue. The background color will turn white once you click on it. Hence all the notifications that have white background means you have clicked on it before. 

Wall

Wall is the space that exists in each workplace, each group and between you and your buddy where you can see all the workplace, group or buddy posts (including Notes, Tasks, Polls, Events, Files and Albums).
– On Workplace wall, you can see posts from all workplace members, unless the workplace does not allow members to post.
– On group wall, you can see posts from all group members, unless the group does not allow members to post.
– On buddy wall, you can see posts between you and your buddy.

Wall displays only posts from workplace or group members within the workplace or group while buddy Wall only displays posts between you and your buddy.
Dashboard Wall displays all posts from your workplace, joined/owned groups and between you and your buddies.

There are two ways to create a post:

  1. You can create a note, task, poll, album, event, file on Wall directly by go to Wall on Do page, tap the + button on bottom right, choose the service you wish you use and start creating the post.
  2. you can also create from within each service by go to Do page and select the service, tap the bottom right button to create a new post. All service items created will be displayed on wall.

You can edit a post if you are the post creator, admin or owner of the workplace or group where the post has been posted.
To edit a post, tap the more functions icon (three vertical dots) on the upper right corner of the post detail page.
If you are not the post creator or group owner or admin, you can only like or comment on the post instead of editing the post.

Tool Box

Designed with company structure and access control in mind, WorkDo’s tools offer different roles (permissions) for each advanced tool. So, if there are certain functions that you can’t seem to locate, it is possible that you do not have the right tool role to access them. If this is the case, please ask the workplace admins to change your tool role.
 
Each tool has its unique settings and features, but only the tool admins could access and manage its information. So once a tool is enabled, please be sure to check everyone’s tool role is correctly assigned.
 

By default, WorkDo will automatically assign workplace admins with the highest tool role whenever a tool is enabled, everyone else will be assigned with the lower access level. It is up to the workplace admins to manually assign appropriate roles to each team member.
 

Know Your Tool Role
Plan:All plans
Permission:All users
Device:AppWeb

Steps:

  1. Enable / disable tools at workplace / groups / buddies.
    • Workplace │ At the workplace page.
    • Groups │ At the workpalce page, tap the Groups tab to displace all the groups you are a part of.
    • Buddies │ At the workplace page, tap the Buddies tab to display all your buddies.
  2. Click on the Do button.
  3. Select a tool.
  4. Verify your tool role.
    • App | Click on the “i” on the top for your tool role inofrmation.
    • Web │ Your role is displayed next to the tool on the left.
Manage Members’ Tool Roles
Plan:FreePremium
Permission:MembersWorkplace adminsTool admins
Device:AppWeb

Steps:

  1. Select a tool at the desired workplace / groups / buddies level to change members’ tool roles.
    • Workplace │ Click the gear icon at the workplace page.
    • Groups │ At the workplace page, tap the Groups tab and swipe right and click Settings.
    • Buddies │ At the workplace page, tap the Buddies tab and swipe right and click Settings.
  2. Click Tool Box.
  3. Click Manage.
  4. Manage All Member Roles.
  5. Use the search bar to quickly locate a member.
  6. Click the edit icon on the right to change roles.

 

Reminders
  • Currently only the advanced tools offer different tool roles and they are only avilable in the Premium Plan users. However, when you create a workplace in WorkDo, you will have a 30-day trial with all the tools avilable to you to try out. If you do not opt for the premium plan, by the end of the trial period, all the advanced tools will be turned off.
  • Only the admins are able to manage mebers’ tool roles, if you are not an admin of that level, managing tool roles is not avilable to you.

Tools are goal-oriented applications for you to enhance teamwork within your workplace, groups, and between buddies. 

If you find a tool is missing for a workplace or a group, you can send a request to activate the tool if you are not the admin. After sending the request, workplace/group admin will receive the request and determine to accept or decline the request.

You can request to activate from Workplace/Group Settings > Tool Box > Available > Request.

Or, Do page > Take Me To Tool Box > Available > Request.

Can’t find the tools you are looking for? Are there tools that your team doesn’t need? Want a cleaner UI?
 
Tools like Attendance, HR, Approvals that help improve your workflow and operations are what we categorize as advanced tools, and you can choose to activate and deactivate these tool if you so desire. This is solely dependent on whether your team needs them for its daily routine or not.
 
Some of the advanced tools are automatically enabled upon workplace creation, but you can deactivate the tools that you don’t need and activate those you need.
 

Tool Activation / Deactivation
Plan:FreePaid plans
Permission:MemberWorkplace adminsTool admins
Device:AppWeb

Steps

  1. Select the level (workplace, group, buddy) of the tools you wish to activate or deactivate.
    • Workplace – Click the name of the workplace for the workplace settings (Click the gear icon for the web version).
    • Group – Click the Groups tab at the workplace page then swipe right for Settings.
    • Buddy – Click the Buddies tab at the workplace page then swipe right for Settings.
  2. Click Tool Box
  3. Select the tool
  4. Activate or deactivate
    • Activate – Click Activate to enable the tool.
    • Deactivate – Click Manage then tap the switch to deactivate the tool.

 

Reminders
  • The advanced tools are available to the customers of the paid plans. However, all users have a 30-day trial period to try out all the advanced tools and features. After 30 days, all users will be switch to the Free Plan, at which point you will not be able to access the advanced tools unless you subscribe to one of the paid plans.
  • Only the admins of their repective levels (workplace, group, buddy) are able to activate and deactivate advanced tools.

For an all-in-one collaboration app, WorkDo houses many tools, and the “Do” button shows all the services and tools you can use within your workplace, group, or buddies. It also a shortcut that takes you to the toolbox to see all the available tools you can use.

Whatever you need, just hit the Do button!

Tool switch using the Do button
Plan:All plans
Permission:All users
Device:AppWeb

Steps:

  1. Enter the workplace page.
  2. Simply click the Do button on the right side of the screen to switch tools.
  3. Depending on the workplace, groups and buddies, the avilable tools may be different.

 

Basic Tools

To create a task, there are many ways:

-Workplace tab -> Tasks icon -> create task button at the bottom right or the blue + Create Task button on the page if there are no existing tasks.
-Workplace tab -> Wall icon -> Add button at the bottom right -> Tasks icon -> create task button at the bottom right or the blue + Create Task button on the page if there are no existing tasks.
-In chatroom or wall or any other tools page -> Do button below the notification center -> Tasks icon -> the same last step as above.
-Groups list -> Do button of any group or buddy -> Tasks icon -> the same last step as above.

Enter the task subject, select assignee, set due date, add any attachments if you wish. You can also add subtasks directly from the main task page.

To create an event, there are many ways:

-Workplace tab -> Events icon -> create event button at the bottom right or the blue + Create Event button on the page if there are no existing events.
-Workplace tab -> Wall icon -> Add button at the bottom right -> Events icon -> create event button at the bottom right or the blue + Create Event button on the page if there are no existing events.
-In chatroom or wall or any other tools page -> Do button below the notification center -> Events icon -> the same last step as above.
-Groups list -> Do button of any group or buddy -> Events icon -> the same last step as above.

Provide an event topic, select invitee, set the event start time and end time then insert location if necessary. You can also add a conference room if your workplace has a list of meeting rooms set up in the Conf. Rm tool. Add any attachments if you wish.

To create a note, there are many ways:

-Workplace tab -> Notes icon -> create note button at the bottom right or the blue + Create Note button on the page if there are no existing notes.
-Workplace tab -> Wall icon -> Add button at the bottom right -> Notes icon -> create note button at the bottom right or the blue + Create Note button on the page if there are no existing notes.
-In chatroom or wall or any other tools page -> Do button below the notification center -> Notes icon -> the same last step as above.
-Groups list -> Do button of any group or buddy -> Notes icon -> the same last step as above.

Add content to the note and add attachments if you wish.

To upload a file, you can go to workplace/group/buddy Wall or Files service, and then tap the Create button to start uploading a new file.

  • For iOS users, to upload a file, you need to select file from the Cloud Storage Service (e.g., Dropbox, Google Drive) in your iOS device.
  • For Android users, to upload a file, you can select to upload from device local file management or from Cloud Storage Service (e.g., Dropbox, Google Drive).

To create an album, there are many ways:

  1. Workplace tab -> Albums icon -> create album button at the bottom right or the blue + Create Album button on the page if there are no existing albums.
  2. Workplace tab -> Wall icon -> Add button at the bottom right -> Albums icon -> create album button at the bottom right or the blue + Create Album button on the page if there are no existing albums.
  3. In chatroom or wall or any other tools page -> Do button below the notification center -> Albums icon -> the same last step as above.
  4. Groups list -> Do button of any group or buddy -> Albums icon -> the same last step as above.

Enter the album name and description then press done.

When you are in an album, you can tap on the Add button on the top side header to select photos from your device or to take new photos to upload.

To create a poll, there are many ways:

-Workplace tab -> Polls icon -> create poll button at the bottom right or the blue + Create Poll button on the page if there are no existing polls.
-Workplace tab -> Wall icon -> Add button at the bottom right -> Polls icon -> create poll button at the bottom right or the blue + Create Poll button on the page if there are no existing polls.
-In chatroom or wall or any other tools page -> Do button below the notification center -> Polls icon -> the same last step as above.
-Groups list -> Do button of any group or buddy -> Polls icon -> the same last step as above.

Provide a poll topic, select voter, add options (you have to have at least two options), set the poll end time and choose poll settings. The default setting for Secret Voting, Multiple Choice, Allow New Options, and Hide Vote Count Before Poll Ends is OFF while the default setting for Allow Vote Change is ON. If you want to change the settings, please change before starting the poll.

Get to know WorkDo

If you need a personal reminder, a place to keep your notes and references, or make up your own to-do list, the private space is precisely what you need!
Collaborate in workplaces and the private space is for your personal use.
 
01 │ What is WorkDo Private Space?
Every WorkDo member has a private space, and the private space is an independent level for personal use only. You are free to use the tools however you like to take notes and keep references. The private space is accessible only to you.
In other words, you could use the WorkDo Network with clients and people outside of your workplace, and internally use the workplaces, groups, and buddies for collaboration, then use the private space for personal reminders and such, so that all three facets are covered.
 
02 │ The Differences between Private Space, Workplace and Network.
Every WorkDo user must join at least one workplace or network. It is then the user can create groups and add buddies for collaboration. As such, the workplace and network are the highest levels, and all groups and buddies are attached to them. The private space is also its independent level, no one can join and access your private space, and no one except you can see its contents. It is truly your own private space!

  • Workplace │ An independent level for internal team collaboration with basic and advanced tools available.
  • Network │ An independent level for external communication and interactions with clients and customers with the basic tools available for use.
  • Private Space │ An independent level with basic tools available for personal use only. It is inaccessible to other members and groups.

 
03 │ What can You Do in the Private Space?

  • Note keeping
    Keep important notes, references, make a personal to-do list, your call! Totally private and completely safe!
  • Use the available tools to document
    The private space offers Notes, Tasks, Events, Albums, Files, and Links tools for you to use. You are free to use however you want, and the integrated Dashboard will also remind you things that are due to make sure that your day goes smoothly!

 
Feel free to use your private space now!
 

If something is not working on WorkDo, or if you have a question or suggestion about WorkDo, you can report it to us. To do this:
1. Go to the My tab > Feedback.
2. Select the feedback type and describe your feedback.
3. Tap Send.
You can give more details (ex: adding a screenshot) to helps us understand your feedback. We appreciate the time it takes to give us this precious information.

In addition, you can also join WorkDo Demo Inc. to share your feedback with WorkDo staffs:
1. Go to workplace list by tapping the workplace list button (the hamburger menu icon) on the upper left corner.
2. Tap “Join Demo Workplace”

Once you have reported a feedback, you can always check your feedback record and the replies you have received from us. To do this:
1. Go to the My tab > Feedback.
2. Tap the History tab.
All historically submitted feedback will be listed in reverse chronological order.
If there is a reply to your feedback, you will see a red dot at the left side of the feedback. You can tap the feedback to see the reply.