Easy work and team management: Workestra Basics

By , September 17, 2019
team management
Today, I want to share a video we created on Workestra’s basics for easy work and team management. Here is the video and I’ve also added the transcript below so you can read along at your own pace!



Hey there, welcome to Workestra. Before you dive in, I wanna show you a few basics to help you get up and running.
As soon as you’re logged into your workestra account, you see a list of ToDo’s that are assigned to you or created by you. You can add new todo’s, make edits to existing ones, assign them to to other team members, add notes and comments or mark them as “complete” when they’re done.

If you wanna see when things are due, started or ended, there is a calendar. And all of your files and documents can be found under Drive ,which provides a rich preview along with comments and annotation.

Often you’d want to separate your lists, todo’s or projects. That’s when Spaces come in. In this example we have a space for marketing and another space for sales.

Let’s take a look at an example of a marketing space. whenever we create a new todo, it will be seen here and only people that have access to this space can view them to keep things clutter-free, nice and secure.

If you ever need more than a ToDo list to manage your work. You can use Collections. It could be a collections of contacts, blog posts, companies, events and so on. We have lots of templates to get you started. For our marketing space in addition to our todos we have a few collections. Content Calendar to manage our blog posts, a Social Calendar for social media, and much more. Collections are very powerful and there are lots of things you can do with your collections. we have more resources that dive deeper into collections and spaces so be sure to check them out

That’s it! Now you know the basics on work and team management. Let us know if you have more questions or would like to schedule a demo. We’re here to help anytime. Enjoy Workestra!

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