FAQ
Accounts, notifications and more answers to the most frequently asked questions!
Dashboard
FAQ-ID：1103
When you use WorkDo, chances are that you are in multiple groups tackling different projects and assignments. Things could get a bit hectic when you have teammates assigning tasks and creating events, which is why the Dashboard Calendar is the best place for you to check out things that are only pertaining to you. In a way, the Dashboard Calendar is your personalized secretary.
The Dashboard Calendar filters out items that are irrelevant to you, so can you focus on things that truly require your attention. As such, it is normal that your calendar will look different than that of your teammates’ calendars in terms of posts and request forms.
The HR Calendar in the Dashboard integrates posts from the HR, Tasks, Events and Polls tools that require your attention. It is also connected to the HR Calendar to show you future public holidays, make-up work days, etc. so you can better manage your time and resources.
Reminders
- If the Calendar icon does not appear in your Dashboard, it is likely that it has been hidden. Press and hold an icon to adjust the icons and their order.
- The only information that is consistent across all team members is the Leave Overview, everything else is personalize for you only.
FAQ-ID：1100
What is the Dashboard for? What are the benefits of using the Dashboard? Well, in a way, you can think of the Dashboard as your personal assistant or secretary; it always shows you items that await your decisions and replies, so in case you forget a thing or two in your hectic schedule, it will help you focus on things that require your attention!
Dasboard
The main design focus of the Dashboard is to save users’ time by organizing a to-do list for everyone, so users can quickly grasp what is happening in the workplace, and get an outlook on the things they need to do to manage their time and resources accordingly.
There is a Dashboard for each workplace, as well as the WorkDo Network and your Private Space, it reminds you of things that you need to pay attention to, making it the perfect assistant for users!
- Workplace Dashboard: View all workplace, groups and buddies items pertaining to you.
- WorkDo Network Dashboard: View group and buddy items of clients, suppliers and partners pertaining to you.
- Private Space Dashboard: View items of things that you reminded yourself of.
The Benefits of Dashboard
- An automated to-do list that help you keep track of things.
May it be the Dashboard Wall, Calendar, 8 basic tools, Workflow or Leave Overview, the Dashboard tells you all in a neatly and organized fashion, so you can immediately assess the priorities and resources. - All things that pertain to you.
When things get hectic, you may be bombarded with notifications, some may be important to you, some may not be as important, but the Dashboard will help filter items that do not require your actions, so you can put your energy and focus where they matter. - Customizable Dashboard display.
You may customize your Dashboard to your likings. Simply, long-press on an icon to initiate the customization process. Select tools and items you’d like to see on the Dashboard and hide the ones you don’t, then drag and drop to change their order.
Enter the Dashboard Screen
Plan：All plans
Permission：All users
Interface：AppWeb
Steps：
App
- Switch to workplace, WorkDo Network or Private Space.
- Click the Dashboard button on the bottom of the screen.
Web
- Switch to workplace, WorkDo Network or Private Space.
- Click the
icon to enter the Dashboard Wall then click on the tools or items to view its details.
Reminder
- The Dashboard automatically gathers items, posts and request forms that pertain to the user, as such, it is normal that everyone’s Dashboard differs from one another.
Relevant Questions
What is the difference between Wall and Dashboard Wall?
Customize the Dashboard tools and order.
A personalized Dashboard Calendar just for you.
What is All Upcoming on the bottom of the workplace list?
Who is allowed to search or view my posts?
Can I batch-approve request forms?
What is WorkDo Network?
WorkDo Network, Workplace, Private Space, what are they?
What does the “Do” button do?
WorkDo web general navigation.
WorkDo app general navigation.
FAQ-ID：1101
There are tools I rarely use, can I set the tools I want to use in the Dashboard?
Of course! Users can customize the Dashboard to their liking and choose the tools and shortcuts they want in the Dashboard.
May it be the Dashboard Wall, Calendar, 8 basic tools, Workflow or Leave Overview, the Dashboard tells you all in a neatly and organized fashion, so you can quickly assess the priorities and available resources.
By default, the Dashboard Wall, Announcements, Notes, Files, Albums and Links are locked because they are frequently used, but the reset of the tools and shortcuts are completely customizable. Now, you may follow the steps below to customize your own dashboard.
Dashboard Customization
Plan：All plans
Permission：All users
Interface：AppWeb
STEPS | App
- Switch to workplace, WorkDo Network or Private Space Dashboard.
- Long-press a tool icon enter into the setting screen.
- Select the tools you want to use and hide the ones you don’t.
- In the setting screen, press and hold a tool icon then drag and drop to change the order.
- Click Done on the upper-right-hand corner to finish.
STEPS | Web
- Switch to workplace, WorkDo Network or Private Space Dashboard.
- Scroll down to the bottom of the tool list and click Custom Dashboard.
- Select the tools you want to use and hide the ones you don’t.
- In the setting screen, press and hold a tool icon then drag and drop to change the order.
- Click Save to finish.
Reminder
- Every user could customize their Dashboard to their own preference and it does not affect other users.
- The Dashboard automatically gathers items that pertain to the user, as such, it is normal that everyone’s Dashboard differs from one another.
FAQ-ID：1003
The Dashboard is great for showing your to-do list and all, but if you have multiple workplaces, it would be a hassle for you to enter a workplace to check the Dashboard and switch to another to do the same thing all over again.
Shouldn’t there be a quicker way for this? Well, guess what! This is exactly what the All Upcoming is for!
Because your Private Space, WorkDo Network and each workplace are independent, therefore, typically, you would need to switch to each workplace’s Dashboard to get a glimpse of your to-do list, but that’s not the case now that there’s All Upcoming you can use!
All Upcoming puts all your upcoming events and to-do lists from all domains into one place, so you can conveniently bring it up and immediately get the full picture of what your schedule looks like.
View All Upcoming
Plan：All plans
Permission：All users
Interface：AppWeb
Steps：
- Click the
icon on the upper-left-hand corner to bring up your workplace list. - Scroll down to the bottom and select All Upcoming.
- Use the tab to switch between Today’s upcoming items and Next 7 days’.
- Select an item to view its detail.
Reminders
- All upcoming consists of a person’s due tasks and events from the collaboration tools, as such, each individual’s upcoming items are unique and different from other users.
- The web version has an Overdue tab which is absent in the app version.