2017-02-09

WorkDo_FAQ

FAQ

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

Top 10 Qs You'd want to know

FAQ-ID:1019
Not sure what to do after registration? Take it easy, now we’ll show how to get your workplace up and running in 5 simple steps!

With the correct settings and user-defined rules, a virtual workplace in WorkDo can perform real-life routine practices and operations of your workplace. Here’s how!

Start WorkDo in 5 Steps
Plan:All plans
Permission:MemberAdmin
Device:AppWeb

STEP 1 │ Create a Workplace
The first thing you should do after registration is to create a virtual workplace, then you can follow the next step and bring your teammates on board and collaborate.

How to create a workplace?

Create workplace (Company email domain)

Create workplace (Free email domain)

View file:WorkDo Quick Start Settings

STEP 2 │ Invite Teammates to Your Workplace
In this step you could either ask your teammates to join your workplace or have the workplace admin send join invites.

  • Trial run:We recommend you invite at least 1 to 3 people assigned with different roles into the workplace to help try out all the tools and features in the trial run.
  • Adoption:Invite the rest of the your team into the workplace and deligate their roles accordingly by repearting Step 3 and 4.

How to invite people to a workplace?

Member invite (Company email domain)

Member invite (Free email)

View file:WorkDo Quick Start Settings

STEP 3 │ Set Workplace Admins
You are assigned as the workplace owner by default upon creating the workplace. The ownership can be transferred if need be, you should also assign other members, typically HR and / or IT staff, as admins to help manage the workplace and various settings.

How to add admins to workplaces or groups?

Add admin

View file:WorkDo Quick Start Settings

STEP 4 │ Set Tool Roles
Wanna enable payroll management, automated leave system, overtime calculation or Wi-Fi / GPS clock in / out? Whatever you need, they are in the tool box!

Just as a company has different poeple and managers to access different data and files, the tool roles in WorkDo ensure that members would use the tools and access the data within their permission for information compartmentalization.

How to activate / deactivate a tool?
Why do I have limited tool access?

Tool activation & tool roles

View file:WorkDo Quick Start Settings

STEP 5 │ Customize Tool Settings
Taking into consideration that each workplace operates differently, the tools in WorkDo are just as flexible to cater workplaces of various industries and team cultures. In this step, you will learn how to customize the tool settings that can best represent how your workplace truly operates.

Tool settings

View file:WorkDo Quick Start Advanced Tools

Reminders
  • Although listed as admins only, all users are able to create workplaces, i.e. Step 1, however, from Step 2 forward, are only the admins are allowed.
  • By now, your workplace should be up and running, but if you need more detailed explanation, please use the guides below.

Download Quick Start Settings (Step 1 to 4) Download User Guides (Step 5)

FAQ-ID:1074
The calendar on your WorkDo dashboard gives you an overview of all your workplace’s upcoming events and tasks. It is a personalized calendar that is for you only. However, if you prefer to use an external calendar, feel free to integrate your WorkDo events into an external calendar!

Just enable the Calendar Subscription function in your Workplace Settings and copy the link then paste into your external calendar to subscribe, simple as that!

Subcribe / Cancel Calendar Subscription
Plan:All plans
Permission:All users
Device:AppWeb

STEPS │ App

  1. Click the Workplace Settings at the workplace page.
  2. Click your profile.
  3. Select Calendar Subscription.
  4. Enable the function.
    • Subscribe │ A blue checkmark will indicate it is enabled and a subscription link is shown. Copy the link and paste it into your external calendar to receive updates from your workpalce.
    • Cancel Subscription │ Toggle the button to disble it.

STEPS │ Web

  1. Click the Workplace Settings at the workplace page.
  2. Select Calendar Subscription.
  3. Enable the function.
    • Subscribe │ A blue checkmark will indicate it is enabled and a subscription link is shown. Copy the link and paste it into your external calendar to receive updates from your workpalce.
    • Cancel Subscription │ Toggle the button to disble it.
Reminders
  • For iPhone users, just click subscribe and the link will be automatically copied to your calendar.
  • If you are in multiple workplaces, please switch workplaces and follow te steps described in this FAQ to obtain the calendar subscription links.
  • Not every external calendar shares the same subscription method, please check with your calendar on how the subscription service works.
  • Most external calendars do not provide real-time updates and synchronization. Please check your calendar’s information to ascertain the update times and frequency.
  • You will no longer receive updates once you cancelled the calendar subscription or updated the link.

Sign up/Log in

FAQ-ID:1010
You could create your WorkDo account using a valid email address or a mobile number.

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.

FAQ-ID:1011
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.

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

Plan: All plans

Permission: All users

Device: App    Web

1 │ Email Log In
  1. Sign up your WorkDo account with your email.
  2. Open WorkDo.
    • App │ Open WorkDo and click Log In.
    • Web│ Click Log In on the Official Web Site.
  3. The default is set to email log in, enter the email and password you used to sign up for WorkDo.
  4. Click the Log In button.
2 │ 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│ Click Log In on the Official Web Site.
  3. Select Mobile Number.
  4. Enter the mobile number you used to sign up for WorkDo.
  5. Click the Log In button.
3 │ Google / Facebook / WeChat Log In

You must complete the account binding process to a Google, Facebook or WeChat account.

  1. Open WorkDo
    • App │ Open WorkDo and click Log In.
    • Web│ Click Log In on the Official Web Site.
  2. Click the Other tab.
  3. Select the corresponding Google, Facebook, WeChat icon to 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.

FAQ-ID:1013
Did you know?

Apart from email and mobile number, you could use your Google account to log in to WorkDo. 

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

Instructions:

  1. Open WorkDo.
  2. Click the Others tab.
  3. Select Continue with Google.
  4. Enter your Google account information for verification.
  5. Set up your WorkDo profile and off you go!
Reminders
  • If you used a Google account to sign up for WorkDo, the system will use the gmail as your primary email, you may set up another email for the email log in method.
  • 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 log in.
  • 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.

FAQ-ID:1012
Did you know?

Apart from email and mobile number, you could use your Facebook account to log in to WorkDo.

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

Instructions:

  1. Open WorkDo.
  2. Click the Others tab.
  3. Select Continue with Facebook.
  4. Enter your Facebook account information for verification.
  5. Set up your WorkDo profile and off you go!
Reminders
  • If Facebook is not authorized to provide your email to WorkDo, you must set up an email log in method and create a federated account. Only then the HR personnel are able to set up your employee profile and settings for tool usage.
  • If you used a Facebook account to sign up for WorkDo, the system will use the gmail as your primary email, you may set up another email for the email log in method.
  • 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 log in.
  • 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.

FAQ-ID:1014
Did you know?

Apart from email and mobile number, you could use your WeChat account to log in to WorkDo.

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

Instructions:

  1. Open WorkDo.
    • App │Open WorkDo and click Log In.
    • Web│ Click Log In on the Official Web Site.
  2. Click the Others tab.
  3. Select Continue with WeChat.
  4. Enter your WeChat account information for verification.
  5. Set up your WorkDo profile and off you go!
Reminders
  • If you used a Google account to sign up for WorkDo, the system will use the gmail as your primary email, you may set up another email for the email log in method.
  • If you used WeChat to sign up for WorkDo, it is recommended that you download the WeChat app and log in first for faster log in.
  • 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.

FAQ-ID:1015
In most cases, if your device cannot receive verification SMS are likely due to:

  • You are using a tablet that only has Wi-Fi connectivity.
  • Your device doesn’t have a SIM card, or the SIm card is invalid.
  • Your device is set to block business SMS.

If your device is unable to receive SMS, you could opt to log in via your Facebook, Google or WeChat account.
 

FAQ-ID:1016
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.

FAQ-ID:1018
Forget your password? 

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

Troubleshooting
Plan:All plans
Permission:All users
Device:AppWeb

Methods:

  1. If you are in a workplace.
    Members with the HR Staff tool role can look up your log in information in the HR tool by clicking HR > Employee Profiles > Member select > Login Email / Mobile Number.
  2. Check your email / SMS inbox.
    • If you didn’t delete your account verification email or SMS, you may still be able to find your log in email or log in mobile number in your email / SMS inbox.
    • Federated account │ It is possible that you might have used a federated account to sign up for WorkDo, so you could try logging in via Facebook, Google, Apple ID or WeChat. 
  3. Make sure your log in information is entered correctly.
  4. Forgot password.
    Reset password then log in.
Reminders
  • It is recommended that you bind a federated account after successfully logged in for quicker access. 
  • Federated login doesn’t require a password and you may use Facebook, Google, Apple ID or WeChat as a federated account to log in to WorkDo.
  • In the unfortunate event that you failed to retrieve your login information, please read the relevant questions below to register a new WorkDo account. 

FAQ-ID:1022
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

FAQ-ID:1019
Not sure what to do after registration? Take it easy, now we’ll show how to get your workplace up and running in 5 simple steps!

With the correct settings and user-defined rules, a virtual workplace in WorkDo can perform real-life routine practices and operations of your workplace. Here’s how!

Start WorkDo in 5 Steps
Plan:All plans
Permission:MemberAdmin
Device:AppWeb

STEP 1 │ Create a Workplace
The first thing you should do after registration is to create a virtual workplace, then you can follow the next step and bring your teammates on board and collaborate.

How to create a workplace?

Create workplace (Company email domain)

Create workplace (Free email domain)

View file:WorkDo Quick Start Settings

STEP 2 │ Invite Teammates to Your Workplace
In this step you could either ask your teammates to join your workplace or have the workplace admin send join invites.

  • Trial run:We recommend you invite at least 1 to 3 people assigned with different roles into the workplace to help try out all the tools and features in the trial run.
  • Adoption:Invite the rest of the your team into the workplace and deligate their roles accordingly by repearting Step 3 and 4.

How to invite people to a workplace?

Member invite (Company email domain)

Member invite (Free email)

View file:WorkDo Quick Start Settings

STEP 3 │ Set Workplace Admins
You are assigned as the workplace owner by default upon creating the workplace. The ownership can be transferred if need be, you should also assign other members, typically HR and / or IT staff, as admins to help manage the workplace and various settings.

How to add admins to workplaces or groups?

Add admin

View file:WorkDo Quick Start Settings

STEP 4 │ Set Tool Roles
Wanna enable payroll management, automated leave system, overtime calculation or Wi-Fi / GPS clock in / out? Whatever you need, they are in the tool box!

Just as a company has different poeple and managers to access different data and files, the tool roles in WorkDo ensure that members would use the tools and access the data within their permission for information compartmentalization.

How to activate / deactivate a tool?
Why do I have limited tool access?

Tool activation & tool roles

View file:WorkDo Quick Start Settings

STEP 5 │ Customize Tool Settings
Taking into consideration that each workplace operates differently, the tools in WorkDo are just as flexible to cater workplaces of various industries and team cultures. In this step, you will learn how to customize the tool settings that can best represent how your workplace truly operates.

Tool settings

View file:WorkDo Quick Start Advanced Tools

Reminders
  • Although listed as admins only, all users are able to create workplaces, i.e. Step 1, however, from Step 2 forward, are only the admins are allowed.
  • By now, your workplace should be up and running, but if you need more detailed explanation, please use the guides below.

Download Quick Start Settings (Step 1 to 4) Download User Guides (Step 5)

FAQ-ID:1020
Certainly, WorkDo supports multi-device login!

WorkDo is designed to allow users to collaborate with their teams and access workplace anytime, anywhere! You can log into your WorkDo account on multiple devices and all data will be automatically synced up so you never miss a thing!

FAQ-ID:1021
Only users who used an email or mobile number to register WorkDo will be asked to create a password. If you used Google, Facebook, Apple ID or WeChat to sign up for WorkDo, please use the federated account to log in to WorkDo.

If you forgot your password, please follow the steps below to reset your it.

Reset Password
Plan:All plans
Permission:All users
Device:AppWeb

Step:

  1. Open WorkDo
  2. Click “Forgot Password?”
  3. Enter account email address or mobile number used to register WorkDo.
    • Email │ An email with verification code will be sent to the inbox.
    • Mobile │ An SMS with verification code will be sent to the mobile device.
  4. Enter the verification code on WorkDo.
  5. Enter your new password to complete the process.
Reminders
  • The verification code will expire if the password reset process is not completed within the allotted time. 
  • Email and mobile number sign up will be asked to create a password. This password is also used when you bind other federated accounts to your WorkDo account, too.
  • If you used a Facebook, Google, Apple ID or WeChat account to sign up for WorkDo, you will not be asked for login password. A password is only required when you bind an email or a mobile number to your account. 

Account

FAQ-ID:1023
When you use an email address or a mobile number to sign up for WorkDo, you will be asked to create a password.

*Click this FAQ if you forgot your password.

If you used a federated account such as Google, Facebook, Apple ID or WeChat to sign up for WorkDo, please log in to the federated account first then log in to WorkDo. Those who like additional security could bind an email or a mobile number and set a personal password.

Password Change
Plan:All plans
Permission:All users
Device:AppWeb
  1. Enter Accounts
    • App │ Click the icon on the main screen then click Accounts then select Change Password.
    • Web │ Click the icon  and select Change Password.
  2. Change Password
    • App │ Enter a new password and click Done.
    • Web │ Enter Current Password, New Password and Confirm Password and click Save Changes to complete.
Reminders
  • You are required to create a password when you use an email address or mobile number upon sign up and you may use this password for login even when you bind other federated acconts.
  • If you used a federated account upon sign up, you will not be asked to create a password. You may set a password later on by email or mobile number binding.

FAQ-ID:1020
Certainly, WorkDo supports multi-device login!

WorkDo is designed to allow users to collaborate with their teams and access workplace anytime, anywhere! You can log into your WorkDo account on multiple devices and all data will be automatically synced up so you never miss a thing!

FAQ-ID:1021
Only users who used an email or mobile number to register WorkDo will be asked to create a password. If you used Google, Facebook, Apple ID or WeChat to sign up for WorkDo, please use the federated account to log in to WorkDo.

If you forgot your password, please follow the steps below to reset your it.

Reset Password
Plan:All plans
Permission:All users
Device:AppWeb

Step:

  1. Open WorkDo
  2. Click “Forgot Password?”
  3. Enter account email address or mobile number used to register WorkDo.
    • Email │ An email with verification code will be sent to the inbox.
    • Mobile │ An SMS with verification code will be sent to the mobile device.
  4. Enter the verification code on WorkDo.
  5. Enter your new password to complete the process.
Reminders
  • The verification code will expire if the password reset process is not completed within the allotted time. 
  • Email and mobile number sign up will be asked to create a password. This password is also used when you bind other federated accounts to your WorkDo account, too.
  • If you used a Facebook, Google, Apple ID or WeChat account to sign up for WorkDo, you will not be asked for login password. A password is only required when you bind an email or a mobile number to your account. 

FAQ-ID:1027
Do-ID is your ID number in WorkDo. Giving people your Do-ID is the quickest way to add them as a buddy. There is a few thing that you need to take note of when setting up your Do-ID.

  • It must be a combination of 6 to 20 alphanumeric characters.
  • Each Do-ID is unique.
  • Once set, it cannot be changed or deleted.

Set / View my Do-ID
Plan:All plans
Permission:All users
Device:AppWeb

Step:

  1. Enter Accounts setting.
    • App │ Click the icon on the upper-right-hand corner at the dashboard page then click Accounts.
    • Web │ Click the icon then select App Settings.
  2. My Do-ID
    • View │ Your Do-ID is displayed.
    • Set │ Click the field to set your Do-ID, click Done to finish.
Reminder
  • Each Do-ID is unique, so if the system doesn’t allow you to set the ID that you want, it means that it is taken by someone else.

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.

FAQ-ID:1026
Every WorkDo user has a unique QR code upon sign up. Share you QR code with other users and they can quickly and easily add you as a buddy (friend) or add you into groups.

There are numerous ways to share user QR code depending on the situation or user preference. Users can also refresh and update thie QR code when needed.

Join groups or add buddies via QR code
Plan:All plans
Permission:All users
Device:AppWeb

Step:

  1. My QR Code
    • App │ Click the icon on the upper-right-hand corner and select My QR Code.
    • Web │ Click the icon on the upper-right-hand corner and click App Settings and you can find My QR Code option on the side menu.
  2. Sharing Methods
    • Display QR Code
      Display your WorkDo QR code for other users to scan and add you as a buddy. Users can also add members via QR code in the group settings to add you into groups.
    • Save QR Code
      Save the QR code to your device and share with other users. Web version users can right-click the QR code and save it to your PC.
    • Copy Link
      Acting the same as the QR code, you can share your link to other users to add you as a buddy.
    • Scan QR Code
      Available to the app version only, use this option to scan other users’ QR codes to add them as buddies or add them into groups.
    • Refresh QR Code
      A user QR code QR code will not expire, should situation arise that you no longer want your QR code to stay active, simply refresh your QR code to update it.
Reminders
  • Other users will always add you as a buddy when clicking your link.
  • Click Group Settings > Add Members > QR Code to scan user QR code or select a user QR code that is saved on your device to add this member into the group.

FAQ-ID:1033
Trouble remembering your login information? 

Don’t sweat it! Instead of setting up another set of login account and password, by taking advantage of the federated login, you too, can swiftly log in to WorkDo using your existing Google, Apple ID, Facebook or WeChat account.

Account Constraints

01 │ WorkDo Account
At the moment, WorkDo requires either an email address or a mobile phone number sign up.

  • Mobile Phone Number:Users are allowed to bind one phone number to their accounts.
  • Email:Users are allowed to bind multiple emails to their accounts.

02 │ Federated Login
Currently,  Facebook, Google, Apple ID and WeChat are the supported external accounts. Users are allowed to bind one of each external account.

Federated Account Linking
Plan:All plans
Permission:All users
Device:AppWeb
  1. Enter Accounts Menu.
    • App │ Click the icon on the upper-right-hand corner > Accounts.
    • Web │ Click the icon > click App Settings.
  2. Displayed as WorkDo Account and Federated Account, the lined accounts are what you can use as your login account.
  3. Select Not Linked in the app to link a account.
  4. Account Verification
    • WorkDo Account │ Enter a mobile phone number or an eamil address then enter the verification code sent via SMS or email.
    • Federated Account │ Log in via linked Google, Apple ID, Facebook or WeChat account.
  5. Once the accounts are linked, you can use them to log in to WorkDo.
Reminders
  • Use an email or a mobile phone number to sign up WorkDo and set a dedicated password. This password is paired with all federated accounts that are linked.
  • If you used Google, Apple ID, Facebook or WeChat upon sign up, password set up is not required. It is only when you link an email or mobile phone number will you be asked to set a password.
  • If you used different copany emails to join different workplaces, the company emails will be automatically linked as your federated accounts.

Main Settings

FAQ-ID:1064
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

  1. Employees │
  2. Managers │ When members are assigned as managers with the HR tool, they hold the responsibility of signing off on various approvals and eforms and are allowed to view certain team and workplace data.

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 and removing members from workplaces and groups, as well as employee termination setting.
  4. Role Management
    • Workplace Settings – Add admins set wall post permission, set notifications, manage employee profile information, 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 admins set group privacy, invite members, remove members and set notifications.
    • Buddy Settings – Set buddy information (for personal reference only).
  5. Activate or deactivate advanced tools and set 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. At the workplace page.
  2. 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).
  3. 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.

FAQ-ID:1065
The admins is present in workplaces, groups or between buddies, the function of their role is to maintain the settings and permissions of each level.

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

Plan: All palns

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.

FAQ-ID:1066
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:All plans
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

FAQ-ID:1035
A workplace is a place for you, your company and all the 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
 

FAQ-ID:1036
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 ( ) 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 ( ) 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.

FAQ-ID:1038
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:MemberAdmin
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.

FAQ-ID:1040
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!

  • Create, Join Workplaces
    You can create multiple workplaces and/or join other workplaces, each workplace’s data is independent, and you can create, join workplaces to reflect how your real-world workplace operates.
  • Collaboration in WorkDo Network
    WorkDo Network is created for you to collaborate with people from other companies. You could collaborate and create groups just like you would in the regular workplace.
  • Private Space
    The Private Space is for you to use any way you see fit. You could use it to save important notes, make a to-do list or create reminders, any way you want, and it’s entirely for you only!
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?

FAQ-ID:1048
If you think WorkDo is another run-of-the-mill messenger app, it can’t be further from the truth! WorkDo is far more powerful than that! We’ll explain further.

  1. What’s the difference in terms of workplace and groups in WorkDo? How is WorkDo better than conventional messengers?
  2. When should I create groups?
  3. How do I create groups?

01 │ Workplace or groups?

Workplace is the highest level in WorkDo, and it comprises every member in the workplace, so if there are company-wide tasks or discussions, we recommend you stick to the workplace, otherwise, you could create groups based on departments, projects, topics for dedicated purposes.

With the kind of flexibility WorkDo provides, focused conversations and information compartmentalization are sure to follow.

Pros in Group :

    • Engaged Conversation
      Unlike other messengers, you could create groups for topic-oriented discussions, keep everyone in the loop, and most importantly, cut down your decision-making time.
    • Reduced Interferences & Focused Effort
      Think of it this way, in principle, anything posted in the workplace is viewable by everyone, thus, a group becomes an independent workspace and only group members are notified when things happening are pertaining to the group. This effectively reduces workplace interferences and allows members to stay focused on the tasks at hand.

      Example

      In a team of 30 members, Group A has 7 people. You will only receive notifications from Group A if you are part of the group. You will not be notified about anything in this group even if you are the workplace creator or admin.

  • Collaboration Tools for Improved Efficiency
    Tools such as Tasks, Events, Notes, Polls, etc. are designed to help your team track project progress, focus effort and improve communication  with different groups and channels.

02 │ Can I Create Groups?

If the workplace admins allow members to create groups, memebr are able to freely create groups upon joining the workplace.

Group Creation Permission Check
Plan:All plans
Permission:All users
Device:AppWeb

Steps:

  1. At the workplace page.
  2. Click the Workplace Settings (Click the gear icon for the web version).
  3. Select Workplace Privacy.
  4. View the option of Members Can Create Groups for permission.

03 │ Create Groups

If permission allows, you are free to create groups based on teams, departments, projects or any topics you wish to enhance your team communication.

Create Groups
Plan:All plans
Permission:All users
Device:AppWeb

Steps:

  1. At the workplace page.
  2. Click Create Group.
  3. Fill out the group name, description and image. At this step, the web version is allowed to set the group privacy.
  4. Click Done to finish. (If you are using the App version, you will continue the following steps).
    • A pop-up window asking to set the group privacy, auto accept join requests and who are allowed to send invitations.
    • Click Next to select group members.
  5. And there, you are done!
Reminders
  • All members are free to view all the public information at the workplace level, unless
    1. The items are designated to specific members upon posting.
    2. Tools that are only available to specific members.
  • Group Privacy can be changed at a later date using the Group Settings.

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.

FAQ-ID:1041
How do I know who is in the group or workplace? Is there a way to know team members’ contact information?

You can view the participants of the groups and workplaces you are in, and if the workplace HR Staff filled out all the employee contact information fields, then team members are able to view one another’s contact information, such as emails and extension numbers.

View Workplace, Group Members and Their Contact Information.
Plan:All plans
Permission:All members
Device:AppWeb

STEP 1 │ View Workplace, Group Members
The methods described below show how to view the workplace and group members you are in, you may also view their contact information in the workplace level.

    1. Click Roster in the workplace or click Member List in the group. 
    2. Click Workplace Settings then Roster or click Group settings then Member List. 

 
 
STEP 2 │ View Members’ Contact Information

  1. The quickest way to get a hold of a member is to add them as your buddy and use the audio, video call.
  2. View Member Contact Information in the HR tool
    You can also view members’ contact information using the HR tool as described below.

    • App │ Click the Do button to select the HR tool then Company then select Colleagues to view their contact information, tap the mobile number to make a call directly. The search function is avilable to quickly find the person you are looking for.
    • Web │ Click the Do button to select the HR tool, click Colleagues to view their contact information. The search function is avilablet to quickly find the person you are looking for.
 

Reminders
  • The cost of phone calls is determined by your plan with your cell phone company.
  • The HR Staff has the authority to hide employee emails and phone numbers in the HR tool’s System Settings.

FAQ-ID:1042
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.

FAQ-ID:1043
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 the 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?

FAQ-ID:1064
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

  1. Employees │
  2. Managers │ When members are assigned as managers with the HR tool, they hold the responsibility of signing off on various approvals and eforms and are allowed to view certain team and workplace data.

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 and removing members from workplaces and groups, as well as employee termination setting.
  4. Role Management
    • Workplace Settings – Add admins set wall post permission, set notifications, manage employee profile information, 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 admins set group privacy, invite members, remove members and set notifications.
    • Buddy Settings – Set buddy information (for personal reference only).
  5. Activate or deactivate advanced tools and set 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. At the workplace page.
  2. 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).
  3. 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.

FAQ-ID:1065
The admins is present in workplaces, groups or between buddies, the function of their role is to maintain the settings and permissions of each level.

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

Plan: All palns

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.

FAQ-ID:1066
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:All plans
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.

FAQ-ID:1074
The calendar on your WorkDo dashboard gives you an overview of all your workplace’s upcoming events and tasks. It is a personalized calendar that is for you only. However, if you prefer to use an external calendar, feel free to integrate your WorkDo events into an external calendar!

Just enable the Calendar Subscription function in your Workplace Settings and copy the link then paste into your external calendar to subscribe, simple as that!

Subcribe / Cancel Calendar Subscription
Plan:All plans
Permission:All users
Device:AppWeb

STEPS │ App

  1. Click the Workplace Settings at the workplace page.
  2. Click your profile.
  3. Select Calendar Subscription.
  4. Enable the function.
    • Subscribe │ A blue checkmark will indicate it is enabled and a subscription link is shown. Copy the link and paste it into your external calendar to receive updates from your workpalce.
    • Cancel Subscription │ Toggle the button to disble it.

STEPS │ Web

  1. Click the Workplace Settings at the workplace page.
  2. Select Calendar Subscription.
  3. Enable the function.
    • Subscribe │ A blue checkmark will indicate it is enabled and a subscription link is shown. Copy the link and paste it into your external calendar to receive updates from your workpalce.
    • Cancel Subscription │ Toggle the button to disble it.
Reminders
  • For iPhone users, just click subscribe and the link will be automatically copied to your calendar.
  • If you are in multiple workplaces, please switch workplaces and follow te steps described in this FAQ to obtain the calendar subscription links.
  • Not every external calendar shares the same subscription method, please check with your calendar on how the subscription service works.
  • Most external calendars do not provide real-time updates and synchronization. Please check your calendar’s information to ascertain the update times and frequency.
  • You will no longer receive updates once you cancelled the calendar subscription or updated the link.

Groups

FAQ-ID:1048
If you think WorkDo is another run-of-the-mill messenger app, it can’t be further from the truth! WorkDo is far more powerful than that! We’ll explain further.

  1. What’s the difference in terms of workplace and groups in WorkDo? How is WorkDo better than conventional messengers?
  2. When should I create groups?
  3. How do I create groups?

01 │ Workplace or groups?

Workplace is the highest level in WorkDo, and it comprises every member in the workplace, so if there are company-wide tasks or discussions, we recommend you stick to the workplace, otherwise, you could create groups based on departments, projects, topics for dedicated purposes.

With the kind of flexibility WorkDo provides, focused conversations and information compartmentalization are sure to follow.

Pros in Group :

    • Engaged Conversation
      Unlike other messengers, you could create groups for topic-oriented discussions, keep everyone in the loop, and most importantly, cut down your decision-making time.
    • Reduced Interferences & Focused Effort
      Think of it this way, in principle, anything posted in the workplace is viewable by everyone, thus, a group becomes an independent workspace and only group members are notified when things happening are pertaining to the group. This effectively reduces workplace interferences and allows members to stay focused on the tasks at hand.

      Example

      In a team of 30 members, Group A has 7 people. You will only receive notifications from Group A if you are part of the group. You will not be notified about anything in this group even if you are the workplace creator or admin.

  • Collaboration Tools for Improved Efficiency
    Tools such as Tasks, Events, Notes, Polls, etc. are designed to help your team track project progress, focus effort and improve communication  with different groups and channels.

02 │ Can I Create Groups?

If the workplace admins allow members to create groups, memebr are able to freely create groups upon joining the workplace.

Group Creation Permission Check
Plan:All plans
Permission:All users
Device:AppWeb

Steps:

  1. At the workplace page.
  2. Click the Workplace Settings (Click the gear icon for the web version).
  3. Select Workplace Privacy.
  4. View the option of Members Can Create Groups for permission.

03 │ Create Groups

If permission allows, you are free to create groups based on teams, departments, projects or any topics you wish to enhance your team communication.

Create Groups
Plan:All plans
Permission:All users
Device:AppWeb

Steps:

  1. At the workplace page.
  2. Click Create Group.
  3. Fill out the group name, description and image. At this step, the web version is allowed to set the group privacy.
  4. Click Done to finish. (If you are using the App version, you will continue the following steps).
    • A pop-up window asking to set the group privacy, auto accept join requests and who are allowed to send invitations.
    • Click Next to select group members.
  5. And there, you are done!
Reminders
  • All members are free to view all the public information at the workplace level, unless
    1. The items are designated to specific members upon posting.
    2. Tools that are only available to specific members.
  • Group Privacy can be changed at a later date using the Group Settings.

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.

FAQ-ID:1054
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.

FAQ-ID:1047
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.

FAQ-ID:1053
At last, the project is finished and the group no longer needed, you may ask “how do I leave the group?”

In WorkDo, the group members can leave the group whenever they wish, the group admins also have the authority to remove members from the group.

For resigning employees, instead of leaving the groups could ask the workplace admins to remove them from the workplace and all the groups they are in with a few clicks of the button.

Remove Members
Plan:All plans
Permission:Group membersGroup adminsGroup owner
Device:AppWeb
  1. Enter Group Settings.
  2. Click the Member List.
  3. Web: Click Remove. App: Click on a member then click Manage Mamber followed by Remove Member from the Group.
    • Remove
      Remove members from the group, they can no longer view the group data and files but can rejoin the group.
    • Block & Remove(Web only)
      Blocked members can no longer rejoin the same groups with thesame account.
Leave Groups
Plan:All plans
Permission:Group membersGroup adminsGroup owner
Device:AppWeb
  1. Enter Group Settings.
  2. Leave This Group.
  3. Hit Confirm to leave the group.
Reminders
  • Once members are no longer in the groups, they also cannot view the group data and files unless they rejoin the group.
  • Workplace owners and group owners must transfer their ownership to another admin before they are allowed to leave.

FAQ-ID:1064
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

  1. Employees │
  2. Managers │ When members are assigned as managers with the HR tool, they hold the responsibility of signing off on various approvals and eforms and are allowed to view certain team and workplace data.

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 and removing members from workplaces and groups, as well as employee termination setting.
  4. Role Management
    • Workplace Settings – Add admins set wall post permission, set notifications, manage employee profile information, 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 admins set group privacy, invite members, remove members and set notifications.
    • Buddy Settings – Set buddy information (for personal reference only).
  5. Activate or deactivate advanced tools and set 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. At the workplace page.
  2. 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).
  3. 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.

FAQ-ID:1065
The admins is present in workplaces, groups or between buddies, the function of their role is to maintain the settings and permissions of each level.

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

Plan: All palns

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.

FAQ-ID:1066
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:All plans
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

FAQ-ID:1055
Although WorkDo encourages team collaboration and communication, there are still times when you need to engage in one-to-one conversations, this is when you need to add a buddy or two.

Toggle among workplaces, groups, buddies to make sure you are always informed on what’s happening!

Switch among Workplaces, Groups and Buddies
Plan:All plans
Permission:All users
Device:AppWeb

STEP │ App

  1. Switch Workplaces
  2. Level Select – Workplaces, groups, buddies.
    • Workplace │ Click the Workplace Domain button on the upper-left-hand corner and select from your list of workplaces.
    • Group │ Click the Groups tab on the workplace page and select from your list of groups in the workplace.
    • Buddy │ Click the Buddies tab on the workplace page and select from you list of buddies in the workplace.
  3. You will be brought to the chatroom immediately.
  4. You can begin chatting or use the Do button on the upper-right-hand corner to use other collaboration tools.

STEP │ Web

  1. Switch workplaces with the Workplace icon.
  2. Click the phonebook icon .
  3. Select a tab.
    • Groups │ Select a group from the list.
    • Buddies │ Select a buddy from the list.
  4. You will be brought to the chatroom immediately.
  5. You can begin chatting, use a collaboration tool from the tool listed above the chatroom or select one with the Do button.
Reminders

There are two ways to enter a level.

  • Search the chat history and enter from the chatroom.
  • Select a post from the Dashboard Wall.

FAQ-ID:1056
Of course, when you befriend a buddy you could change his/her name! Use their middle name or nickname, and the name change is only reflected in your account.

Name Change
Plan:All plans
Permission:All users
Device:AppWeb

Steps:

  1. Enter member’s Buddy Setting.
  2. Click Edit Buddy Info and fill out the Buddy Alias.
  3. Click Done when finish.
Reminder
  • Workplace members are allowed to set their names, however, there is an option for the workplace admins to revert this by displaying the employee names set in the HR tool.

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.

FAQ-ID:1058
Unbuddy removes your buddies from your buddy list. Your buddies will not be notified when taking the action. You will no longer see their shared contents and the chat histories will be erased as well.

Please be noted that if you have assigned tasks on the buddy level that are not finished just yet, be sure to post them in related groups first!

Unbuddy
Plan:All plans
Permission:All users
Device:AppWeb

Steps:

  1. Click Buddy Settings.
  2. Click Unbuddy.
  3. Click Unbuddy to confirm the action (Click the Confirm button in the web version).
 
Reminders
  • When a member leaves a WorkDo workplace, all user contents are removed as well, including posts and chat histories. So upon removing any member, be sure to back up this member’s tasks and posts into relevant groups first.
  • All the posts will be recovered if an unbuddied member is added as a buddy within 1 year. The chat history, however, will not.

WorkDo Network

FAQ-ID:1059
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!
 

FAQ-ID:1046
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!

FAQ-ID:1060
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

FAQ-ID:1075
Messaging is the most common practice in modern workplaces and you can send messages to your teammates with WorkDo to collaborate effortlessly!

Aside from your standard texts, you can send photos, videos, audio messages, locations, stickers and emoji, and if that’s not enough,  audio calls and video calls are also available to make sure that you get your point across!

01 │ Messaging

Send text messages, photos, videos, audio messages, locations, stickers and emoji.

02 │ Audio Call, Video Call & Group Call

Managing remote teams and can’t get together for a proper in-person meeting? Group call is your best friend to connect with your teams and get everyone up to date!

03 │ Create Action Items in the Chatroom

Use the shortcut button to create notes, tasks, events, polls, files, links to document the meeting minutes or to make sure that tasks are assigned and everyone is on the same page.

Send Messages
Plan:All plans
Permission:All users
Device:AppWeb

Steps:

    1. Send texts using WorkDo app.
    2. Select the workplace domain
    3. Click Chats and select an existing chatroom or click + New Chat to begin chatting with a new buddy.
      • Texts
        Enter the texts in the text box and click the blue arrow to send.
      • Audio Messages
        Click microphone icon to enable audio message, then click and hold the middle microphone icon to record, release to finish and the audio message will be sent.
      • Photos, Videos
        Click the + icon followed by Media or Camera to send photos  and videos.
      • Locations
        Click the + icon followed by Location, set the location pin to send this location.
      • Stickers, Emoji
        Click the smiley face icon to send stickers, click the emoji icon at the bottom to switch between stickers and emoji.
      • Action Items
        Click the + icon and select the proper tools to create corresponding action items.
  1. Send messages using the web version of WorkDo
    Click the chat icon and select a chatroom to chat or click the + New Chat to begin chatting with a new buddy.

    • Texts
      Enter the texts in the text box and click send.
    • Photos, Videos
      Click the photo icon to send phots or videos.
    • Emoji
      Click the smiley face icon to send emoji.
Reminder
  • The web version and app version of WorkDo works slightly differently. Please see the steps described above for details.

FAQ-ID:1076
In terms of team collaboration, it is recommended that you create different groups to tackle different tasks specifically. Once a group has been created, members are able to use different tools to communicate, collaborate and track project progress, etc.

However, in certain instances, if you only want to chat with other members, you can simply create a chatroom instead. The chatroom lacks the ability to use the collaboration tools and it’s for chatting only. And if you would like to bring someone who is is not on your buddy list into the chatroom, so long as someone in the chatroom is their buddy, they can help you bring this person into the chatroom.

Create a Chatroom
Plan:All plans
Permission:All users
Device:AppWeb

Steps:

  1. Select the workplace domain.
  2. Click Chats.
  3. Click + New Chat.
  4. Select participants.
  5. Click Done if you are using the WorkDo app and Confirm if you are using the web version.
Reminders
  • If you would like to invite participants who are not your buddy into the chatroom, you can ask other participants who are their buddy to invite them.
  • A chatroom is for chatting only, therefore, no collaboration tools are provided. If you need to use the collaboration tools, you can either create a group or upgrade the chatroom to a group.

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

FAQ-ID:1090
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 users
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.

FAQ-ID:1091
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

FAQ-ID:1093
Chat Alert provides users with chat and event updates in the workplace and groups they are in, urging users to take part in the collaborative effort.

Users can either change the overall Chat Alert settings of WorkDo or change Chat Alert settings for a particular chatroom.

Chatroom Notification Setting
Plan:All palns
Permission:All users
Device:AppWeb

STEPS │ App

  1. Click the Chats tab at the workplace page.
  2. Click and swipe right on desired chstroom for settings.
  3. Toggle the Chat Alert option to turn it on and off.

STEP │ Web

  1. Click Group Settings or Buddy Settings of the chatroom.
  2. Toggle the Chat Alert option to turn it on and off.
Reminders
  • Read this if you’d like to change the workplace chat alert setting.
  • The notification settings of Android 8.0 or above devices will be directly applied to WorkDo, offering chat and event notifications by sound and/or vibration.
  • You will receive WorkDo’s push notifications upon installation if your device’s notification setting is turned on.

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

FAQ-ID:1113
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.

FAQ-ID:1112
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.

FAQ-ID:1111
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.

Attendance

FAQ-ID:1159
WorkDo’s Attendance tool was designed to accommodate most companies’ policy, whether it’s for field staff, on-site employees or desk workers, one tool solves all clocking issues. Utilizing Wi-Fi and GPS for clocking in/out, the Attendance tool is extremely easy to set up. And best of all, it is integrated to the HR and Leave Pro tool so the HR staff can instantly get an overview of the work hour employees put in, making payroll management much easier!

Having trouble activating the Attendance tool? Worry not, we’ll walk you through the steps.

For starters, follow the steps in Start WorkDo in 5 steps and HR tool setup.
 
HR settings

│ Settings in the HR are key to activating the Attendance. │

 

Attendance procedure

Read the Attendance Tool Manual │

If your tool role is HR Staff of the Attendance tool, then you may proceed with the steps below using the WorkDo app!

2 Key Steps with Attendance
Plan:FreePaid
Permission:MemberAdminTool admin (i.e. HR Staff)
Device:WebApp

STEP 1 │ Clock Method
Flexible to accomodate desk employees and field staff!

  • Desk Employees
    Clock using pre-set Wi-Fi hotspots, GPS can be used for a more precise locationing. Employees can clocking in/out using their mobile device when they are within set range or a PC that’s connected to the Wi-Fi hotspot.
  • Field Staff
    The remote clock option enables employees to clock in/out remotely with a set GPS position using their mobile device. The tool admins can then select individuals who are allowed to remote clock.

STEP 2 │ Employees Required to Clock
This step will have the tool admin set those who are required to clock in/out and those who aren’t, e.g. managers.

Be sure to use the clock methods to set the Wi-Fi and GPS locations first then select employees who are allowed to remote clock in/out!

 

Reminders
  • The New Members Required to Clock option in the HR tool is directly connected to the Attendance tool, if set to No, all new members on boarding the workplace won’t be asked to clock in/out, and vice versa.
  • This FAQ briefly covers the Attendance tool setup, if you would like a more detailed explanation, be sure to check out our Attendance Tool Manual!

Download Attendance Tool Manual

FAQ-ID:1160
At the moment, the Attendance tool of WorkDo oonly records employees’ clock-in/out times, but if your team requires team members to move around, our Check-In tool can help you get the job done!

Recommended!

Check-In: Check-in/out at places you go!
If your workplace consists of sales and field staff who are constantly on the run, the Check-In tool is your best friend! The Check-In tool records multiple location check-ins/outs via GPS, so employees could easily report their whereabouts.

 

Reminder

Follow us on various platforms and receive the latest news and updates!

Get to know WorkDo

FAQ-ID:1046
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!

FAQ-ID:1202
Aside from the Contact Us page on the official website, you could also use the built-in feedback function to send us your questions, comments, or report errors.

Follow the instructions below and take advantage of this feature and send us your constructive comments or suggestions for improvments and we just might make them happen! Together, we make WorkDo a better app each day!

Feedback
Plan:All plans
Permission:All users
Device:AppWeb

Steps:

  1. Click More Settings from the workplace page.
    • App │ Click the icon.
    • Web │ Click the icon on the upper-right-hand corner.
  2. Select Feedback.
  3. Select the type of feedback you are reporting and describe in detail. If you are reporting an error, please be as specific as you can, if possible, send us your screenshots and we will do our best to resolve your issue.
    • Suggestion – Send us your comments and suggestions for future improvements.
    •  Ask Question – Send us any questions you may have.
    • Report Issus – Not working properly? Let us know!
  4. Click Submit to send the feedback.
Reminder
  • Remeber to leave us your email address in case we need to get in touch with you to help clarify your issue.

FAQ-ID:1203
All past feedback and questions can be viewed in the feedback history in chronological order. There will be a red dot marked next to the feedback when you have received a reply from the WorkDo Support.

View Feedback Progress
Plan:All plans
Permission:All users
Device:AppWeb

Steps:

  1. Click More Settings from the workplace page.
    • App │ Click the icon.
    • Web │ Click the icon on the upper-right-hand corner.
  2. Select Feedback.
  3. Click the History tab.
  4. View your past feedback and click the feedback to view its details and replies.
Reminder
  • Every feedback ticket will have a status to indicate its progress.