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:1059
How do I use WorkDo to work with clients and customers?
WorkDo Network was created 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 groups to collaborate.

    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!
 

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WorkDo Network

FAQ-ID:1059
How do I use WorkDo to work with clients and customers?
WorkDo Network was created 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 groups to collaborate.

    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!
 

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FAQ-ID:1061
Is WorkDo for internal use only? What if I would like to use WorkDo with clients, customers and partners? But I can’t allow them to access company documents and data, so what do I do?

We understand your concern, a situation like this is exactly what WorkDo Network is for! Just add them as buddies in WorkDo Network and you can use WorkDo with your clients the same way you do internally!

This FAQ will answer 3 questions about WorkDo Network.

  1. Do groups in WorkDo Network work the same way as groups in the workplace?
  2. Can I create groups in WorkDo Network? How?
  3. How do I invite clients, customers and partners to the groups?

1 │ Do groups in WorkDo Network work the same way as groups in the workplace?

Much like you create groups to collaborate in a WorkDo internally, you too, can collaborate in groups using the WorkDo Network externally.

Tools like Tasks, Events, Announcements, Notes, Polls and other basic tools are available for you and your clients to communicate and collaborate. In WorkDo Network, your joint effort will be more productive and seamless.

2 │ Can I create groups in WorkDo Network? How?

Of course! You can create groups in WorkDo Network, simply switch between the workplace and WorkDo Network to collaborate internally and externally.

Group Creation in WorkDo Network
Plan:All plans
Permission:All users
Interface:AppWeb

Steps:

  1. Switch to WorkDo Network.
  2. Click Create Group.
  3. Fill out all required information: Group Name, Group Description, Image.
  4. Click Done to finish.
    • Web │ Once you are in the group wall page it means you have created a group successfully.
    • App
      • A prompt will pop up asking to set the group privacy and it is recommended that you do it now before bring people into the group.
      • Click Next to invite members to your group.
      • Once you are in the group wall page it means you have created a group successfully.

 

3 │ How do I invite clients, customers and partners to the groups?

Due to the sensitive nature, all groups in WorkDo Network are private. Users have to be invited by the group admins or members to join the groups.

Plan: All plans

Permission: Group members    Group admins

Device: App Web

Invite Group Members via QR Code or Invite Link
  1. Enter the Group Settings page.
  2. Click Group QR Code.
  3. Select sharing method.
    • Display QR Code
      Display the group QR code for scanning to join the group when your clients, customers or partners are right next to you.
    • Save QR Code
      Save the group QR code to your device and share it with other people to join the group. Right-click the mouse and select save the image if you are using the web version.
    • Copy Link
      A link corresponds to the QR code will be generated that can be copied and shared with the preferred people to join the group.
    • Update QR Code
      In rare situations, you may want to get a new QR Code, simply click the icon and click the icon to update it.
Invite Group Members via Add Members Function
  1. Enter the Group Settings page.
  2. Click Add Members.
  3. Select an invite method.
    • From groups │ Select members from other groups to join the current group.
    • From buddies │ Select your buddies to join the current group.
    • Scan the QR Code │ An App-only feature. Present the QR code for scanning to join the group.
    • Search Do-ID │ Search a member via their Do-ID to join the group.
 

Reminders
  • Upon joining a group in WorkDo Network, all public information is available to the members, unless otherwise mentioned by the post creators.
  • The Auto Accept function in the Personal Settings determines whether a member would automatically accept invites or requires their approvals.
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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
Interface: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 the 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.
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