2017-02-09

WorkDo_FAQ

FAQ

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

Main Settings

FAQ-ID:1068
You may keep the workplace level for admins only. By doing so, admins could use the workplace level to post company-wide announcements and important policies.

This setting only applies to the workplace level, team members can still chat, collaborate and use the tools at the group level and buddy level.

Set Admins-Only Workplace Level
Plan:All plans
Permission:All membersWorkplace admins
Interface:AppWeb

Steps:

  1. Click the Workplace Settings.
  2. Select Workplace Privacy.
  3. Select an option in Who Can Post.
    • Owner and Admin.
    • Everyone.

 

Reminder
  • There are three levels in WorkDo design for different types of collaboration. If you intend to use the workplace level for company announcements, then the team members can still freely use the group level and buddy level to collaborate.
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Wall

FAQ-ID:1105
Wall is the space that exists in each workplace, group and your buddy where you can see all the workplace, group or buddy posts and activities, including Notes, Tasks, Polls, Events, Files and Albums.

Wall is also a great place to locate past posts when you forget who posted them or where they are posted!

1 │ What is Wall?
Wall is bulletin board where team activities are posted, and there is a wall for the workplace level, group level and buddy level.

  • The workplace wall is for workplace level posts and activities posted by the entire workplace.
  • The group wall contains the group posts and activities posted by a particular group, and each group has its own wall.
  • The buddy wall contains the buddy posts and activities posted between you and your buddy, and there is wall for you and each buddy.

2 │ What is the dashboard wall?
The Dashboard Wall is a shortcut to all the posts and activities across the entire workplace, including workplace, groups, buddies, WorkDo Network and Private Space. So if you remember certain activities or posts, use the dashboard wall to swiftly locate them.

  • The Dashboard Wall contains the activities and posts of the workplace, all the groups you are in, and between you and all your buddies.
  • The Dashboard Wall in the WorkDo Network contains the activities and posts of the Network, all the groups you are in, and between you and all your buddies.
  • The Dashboard Wall contains all your personal activities and posts.

3 │ The benefits using the wall:

  • View all activities and posts in one place.
    All the posts of the 8 basic collaboration tools in the workplace are chronologically listed, the wall gives users a quick glance of all the tool posts. Users can also create and edit posts with just a few clicks! Easy-peasy!
  • Pinned posts.
    Posts like Announcements, Notes, Tasks, Events and Polls can be pinned on the top of the wall highlighting their importance. So users can easily identify posts that are important.
  • Find posts with ease!
    The wall has a search function to help users locate posts, and the keywords used are saved for your convenience! Use it to your advantage!

Now that you know what the wall is for, isn’t it time to give it a try?

Enter Dashboard Wall
Plan:All plans
Permission:All users
Interface:AppWeb

Steps:

STEP │ App

  1. Click Dashboard.
  2. Click Dashboard Wall on the top to enter into Dashboad Wall.

STEP │ Web

  1. Click Dashboard.
  2. Click Wall to enter into Dashboard Wall.
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FAQ-ID:1107
Wall is where team posts are published.

The wall is essential to the function of your team because it consists of posts that team members published that require the attention of the entire team. To publish a post, just simply click the + icon and select a tool to publish posts.

Publish a Post
lan:All plans
Permission:All users
Interface:AppWeb

Steps:

  1. Use the Dashboard Wall to select a wall to publish posts. Choose from workplace, group or buddy wall. Same for WorkDo Network and your Private Space.
  2. Click the icon.
  3. Select a tool.
  4. Fill out all necessary information and click post.
 

Reminder
  • Workplace, WorkDo Network and Private Space are independent levels, so you must switch to the right domain before publishing a post.
  • The workplace wall can be used for workplace admins only instead of all members, and once set, the admins are allowed to post on the wall.
  • The group walls will be accessible to you if you are a group member, and the same goes for buddy walls.
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FAQ-ID:1106
Although WorkDo promotes team collaboration, we understand that at times, information compartmentalization is crucial in carrying out certain tasks, and some sensitive information should not be made available to everyone in the workplace.

How does WorkDo handle information and at each level?

Well, if you have been wondering about this, then this FAQ is for you! Before answering this question, let’s go over the concept of “posts”.

When you use any one of the basic collaboration tools, a post will be created in the chatroom and wall notifying the others, this is a tool post.

To publish a post, you will first need to select an appropriate level, may it be the workplace, private space, or WorkDo Network. Once published, the tool post will be seen on the wall, tool wall, and in the chatroom.

One exception to this is that when using the Events and Tasks tools, creators are asked to select participants, and only participants will be able to view Events and Tasks posts pertaining to them.

  • Viewable by all level members │ All members in the level will be able to view, comment and reply to the post.
  • Viewable by creators and participants only │ Only the creators and selected participants will be able to view, comment and reply to the post.

So it is completely normal that your Dashboard Wall contains different notifications and posts to other team members, and not all posts will be made public to all members to search and view.

Post Search
Plan:All plans
Permission:All users
Interface:AppWeb

Steps:

  1. You may begin your post search from
  2. Advanced search
    • Use keywords, Post-ID, Edit Time and Creaor to search for the post you are looking for.
    • You can also use the Service Item Type and Update Time to filter the posts.
  3. Click on one of the search result to view the post.
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FAQ-ID:1109
Wall is the place to find all the posts in chronological order. So if you ever need to edit or delete a post, the wall is the quickest way to do so.

Note that, you can designate post viewers. And after editing a post, you will be asked if you’d like to notify others about the changes made. Post deletion on the other hand will not send out notifications when the post is removed from the wall.

Edit a Post
Plan:All plans
Permission:All users
Interface:AppWeb

Steps:

  1. Either enter the wall page or the dashboard wall page.
  2. Find the post to edit.
  3. Edit
    • App │ Click the icon then select Edit.
    • Web │ Click the checkmark icon on the upper-right-hand corner then select Edit.
  4. Make the necessary changes.
  5. Click Save to finish.
  6. Notify members of changes made?
    • No │ Small changes that do not require members’ immediate attention.
    • Yes │ Important changes that require members’ immediate attention.
  7. The post will carry an Edited label and will be chronologically displayed on the wall.
Delete a Post
Plan:All plans
Permission:All users
Interface:AppWeb

Steps:

  1. Either enter the wall page or the dashboard wall page.
  2. Find the post to delete.
  3. Delete
    • App │ Click the icon then select Delete.
    • Web │ Click the checkmark icon on the upper-right-hand corner then select Delete.
  4. Confirm the action to delete the post.
Reminders
  • Only the post creators and the level admins are allowed to edit and delete posts. Everyone else can react, comment or share the posts.
  • You may select members to notify regarding the changes made to a post.
  • Click the icon in the post using the app version to find out what other actions you can perform.
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