Features

Task Management

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What are Tasks?
How will it help me?
Tasks Folders
Customization
What can I do with a Task?
FAQ
List ALL your Work in ONE place with Tasks
ADD more to your TASKS
Doer - Person working on the Task
Due Date - Date by when the Tasks should be done
Notes - Any Instructions or Guidelines
Followers - People who just need to be in the Loop
Files - Attach Files and Images
Projects - Add tasks to larger Projects within Teams
Lists - Add them to Lists which are Private to you
Send Email - Notify your colleagues on Mail when you assign a Task
WorkApps Task management feature
  • Tasks
  • Customer Lead
  • Product Feature
  • Bug
  • Invoice
  • Interview
  • Feature Change
  • Sales Lead
*
*
Note, Instructions or Guidelines
Custom Fields for Task
Contact Person (256 characters max)
Status (256 characters max)
Slide Number (16 degits max)
* Contact your Admin to add Custom Fields for your Tasks
  • Lists
  • Projects
  • Followers
  • Files
Star
Urgent
Important
Private
Skip Review
Send Email
Cancel
Create Task
To create a task, Task name is mandatory
See all the things you have to
work on in ONE PLACE
NEVER forget something
that you have to do
Know the STATUS of any Task
without the need of asking people
Assign Due Dates and get
REMINDED
Find any OLD COMPLETED
Task in a few seconds
WorkApps Task management feature
Tasks that need to be Accepted or Closed by You
Tasks where the Due Date has passed
Tasks that are Due Today
Tasks that are going to be Due in the future
Ones you assign to yourself
Ones other have assigned to you
Ones you have assigned others
Others have added you just FYI
Tasks that do not have a Doer as yet
Tasks which nobody else can see
View Workflows with Customized fields that you have created
Tasks that are grouped under a List
You can add any number of CUSTOM FIELDS to your WORKFLOWS
Workflows
WorkApps Task management feature
Sales Leads
Campaign
Interview
IT Helpdesk
Payables
Customer Name
Client Name
Candidate Name
Ticket No
Payment Value
Contact Number
Campaign Value
Position
Problem
Payable from
Address
Impressions Count
Interview Date
Device
Payment Date
Meeting Time
CPM
Interview Time
Employee Name
Tax deduction
Interested Product
URL
Years of Experience
Approval from
Invoice Number
WorkApps Task management feature
Custom Fields
Please contact your Enterprise Administrator for creating Workflows with Customized Fields.
Assign Tasks to
Colleagues
Accept or Reject a
Task assigned to you
Forward a Task
assigned to you
Comment or
Attach Files
Add it to a Project
or a List
Star or mark it
Urgent / Important
Review a Task
before Closing it
Sort & Filter Tasks in
different ways
Close a Task
when Done
Reopen a Closed
Task anytime

Urgent and Important Matrix

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What is the Urgent & Important Matrix?
How will it help me?
How can I use the Urgent & Important Matrix?
FAQ
The concept of categorizing Tasks by URGENT & IMPORTANT
was first used by Former U.S. President Dwight D. Eisenhower.
It's known to be one of the most effective ways of managing time &
productivity.
"What is important is seldom urgent and what is urgent is seldom important."
-Dwight Eisenhower, 34th President of the United States
Be More Productive in Work Management by Using the Eisenhower Box
Dwight D. Eisenhower
It was later popularized by Stephen Covey in his famous book
The Seven Habits of Highly Effective People.
Habits of highly effective People for Work Management
Stephen R. Covey
The Eisenhower Time Management Principle HELPS in
segregating Work by Importance & Urgency.
In a Daily Regular Work Environment, it MINIMIZES the Stress
on One hand and INCREASES Productivity on the other.
By marking Tasks Urgent & Important, you can SELECT what
needs to be done when and by whom.
Effective Work Management by Prioritizing Urgent & Important
You can mark a Task URGENT and or IMPORTANT and see them in different groups in the Matrix
Name
Project
Doer
Box Banner Creative
Google Campaign
Ravn Alaska
ICICI Bank
Customer Service
You
Excel Dashboard
MIS Data
Y Sinha
Reply Feedback
You
Reliance Digital
Customers List
You
Time Management Eisenhower Matrix in Work Management

Closed Tasks

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What all can I do with Closed Tasks?
View Tasks that are COMPLETED
and NOT COMPLETED
FILTER by Closure Date,
Doer or Creator
REOPEN or COPY Closed
Tasks on any future Date
SEARCH for Old and Closed
Tasks at any time
View all Task DETAILS and
COMMENTS in One Place

Activity Notifications

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What are Notifications?
How will it help me?
What actions will generate Notifications?
FAQ
Notifications are ALERTS related to your work
that help you in BEING INFORMED
NEVER MISS an Important Update related
to Work
Get NOTIFIED when someone
  • Assigns you a Task
  • Adds you to a Discussion
  • Shares a File with You
  • Makes you a Member of a Project
  • Comments or Posts a Point
  • Invites you to join as a Contact
Filter notifications in many ways and act on them
Tasks
Comments
Files
Discussions
Projects
Contacts
FILTER Notifications basis the CONTENT
& see just what you want
GO BACK to any date to see all
that happened that day
All | Unread
Just see the UNREAD
Notifications in One Click
New Task Assigned
Mike Johnson assigned You a task Peer to Peer Feedback
Mon - 13 Oct at 1:20 PM
Accept
Take QUICK ACTIONS from Notifications like Accept & Close
Notifications will be generated when someone...
  • Assigns a Task
  • Adds anything to a Task like Files, Followers and Instructions etc.
  • Changes the Due Date of a Task
  • Comments on a Task
  • Forwards a Task to someone else or changes the Doer
  • Completes or Closes a Task
  • Reopens a Task
  • Shares a Folder or File with someone
  • Comments on a File
  • Replaces or Deleted a Shared File
  • Makes someone the Member of a Project
  • Closes or Removes someone from the Project
  • Adds someone to a Discussion
  • Adds a Post or File to a Discussion
  • Closes a Discussion
  • Sends an Invitation to someone to join as a Contact
  • Accepts an Invitation and becomes a Contact
  • Selects a contact as Reporting Manager

Team Discussions

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What are Discussions?
How to Start a Discussion?
How will it help me?
FAQ
Discussions make it EASIER to have Team
Conversations on a SINGLE PAGE
SHARE files, images and videos
Use it for MULTIPLE activities like...
  • Recording Meetings
  • Team Reviews
  • Brain storm on ideas
  • Discuss projects
  • Training & Development
  • Taking Notes
Stop switching between emails to follow discussions on single topic
NEW
New Task
New Discussion
New Folder
New List
New Project
New Contact
Click here to Start a New Discussion
Market size research
Angela Ryan
Jeff Daniels
Ravi Soni
RM
Rubina Mehta
Mike Johnson
PJ
Peter Jefferson
Sharon Perry
Send Email
Cancel
Create Discussion
Give the Discussion a NAME
Add PARTICIPANTS, who
can then add their Posts to
the Discussion
* You can Add / Remove Participants at any given point. Once a Participant is added, she / he will be able to see the complete Discussion from the start.
Stop switching between emails for a
single conversation
See EVERYTHING on ONE PAGE
No need to go through multiple emails
to find ATTACHED FILES. See them
together in ONE SCREEN
Just add people to a
Discussion and get them up to
speed INSTANTLY
KNOWLEDGE across the
Organisation is STORED CENTRALLY
& not just in Employee Emails
Easily find what happened
months back by REFERRING
to CLOSED Discussions

File Management

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What is File Manager?
How to Share Files?
How will it help me?
FAQ
File Manager helps you in storing all
your FILES in ONE PLACE
Upload Files and SHARE with
Colleagues, or just take quick
BACKUPS
SHARE Folders with Colleagues &
they can Add Files in them too
Keep all the files in the organization in ONE PLACE
NEW
New Task
New Discussion
New Folder
New List
New Project
New Contact
Click here to Create a New Folder
Folder Name
Note or Description
URL: www.workapps.com/fm/Ps9rLX_pdyrD4myn8L4eJg
Angela Ryan
Jeff Daniels
Ravi Soni
RM
Rubina Mehta
Mike Johnson
PJ
Peter Jefferson
Sharon Perry
VJ
Vijay Joshi
Send Email
Cancel
Create Folder
Give the Folder a NAME
Add MEMBERS, who can
then Download and Add
Files
Don't struggle to find stored files in
email, keep all in ONE PLACE
Take BACKUPS easily & keep
your Work Secure
SHARE Files & Folders with
folks outside your network
using the PUBLIC URL
Don't send an email every time a File is
edited, just REPLACE it & all will get
notified
MULTIPLE FILES of the same name
causing chaos - Store as many
copies in the same Folder

Project Collaboration

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What are Projects?
How to Create a Project?
How to Assign a Project?
How will it help me?
FAQ
Use Projects to work on LARGER
INITIATIVES with your Teams
Generate multiple REPORTS on a
Single Click
Add MEMBERS with Full Access or
Just assign Tasks to colleagues under
a project
Manage large project teams with ease & Check health of the project with project reports
NEW
New Task
New Discussion
New Folder
New List
New Project
New Contact
Click here to Create a New Project
Project Name
Notes, Instructions or Guidelines
Angela Ryan
Jeff Daniels
Ravi Soni
RM
Rubina Mehta
Mike Johnson
PJ
Peter Jefferson
Sharon Perry
VJ
Vijay Joshi
Send Email
Cancel
Create Project
Give the Project a NAME
Add MEMBERS, who can then
add Tasks to the Project &
choose Tasks from it
*Members can see All Tasks of a Project and choose to work on Tasks that have No Doer.
In the New Task window, PROJECTS TAB will list all Projects with you as a Member; you can CHOOSE the Project you wish to Assign the Task to
  • Tasks
  • Customer Lead
  • Product Feature
  • Bug
  • Invoice
  • Interview
  • Feature Change
  • Sales Lead
*
*
Custom Fields for Task
Contact Person (256 characters max)
Status (256 characters max)
Slide Number (16 digits max)
* Contact your Admin to add Custom Fields for your Tasks
  • Lists
  • Projects
  • Followers
  • Files
Developer Position
You
Clear
Q3 Sales Team Claims
You
Q2 Sales Team Claims
You
Apr Sales Campaigns
Anna Gevich
North Region Customers
Monica Ramber
Product Release 1.1
John McClane
Product Release 1.2
John McClane
Product Release 1.3
John McClane
Star
Urgent
Important
Private
Skip Review
Send Email
Cancel
Create Task
To create a task, Task name is mandatory
See All Tasks related to a
LARGER Initiative in
ONE PLACE
View % CONTRIBUTION of
each Team member in Projects
in just one click
REOPEN Old Projects to see
the LEGACY of work in
the company
See % COMPLETION, Open Tasks,
Tasks with No Owner and MORE
WITH PROJECTS
Just Add Members to Projects
and have them CHOOSE Tasks they
WANT to do

One to One Chat

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What is Chat?
Chat on Mobile
What is Phonebook?
Don't send an Email for every small
thing, Use Chat and SAVE TIME
No need to add your Colleagues One by
One, find them all ALREADY THERE
Chat with Multiple people at the same
time using our MULTI WINDOW CHAT
Talk to your people & colleagues
DEDICATED Mobile Chat for Work
No need to store numbers, DIAL your
Contacts DIRECTLY from the Chat App
Chat with colleagues from ANY DEVICE to
ANY DEVICE
EASIER COMMUNICATION FOR TEAMS
Store OTHER NUMBERS like Landlines,
Toll Free Numbers, Departments and Shops etc.
and Dial directly
UPDATE numbers on the Cloud and they
will get updated automatically
Add ADDRESSES to entries and open them
directly using Google Maps
*Contact your Enterprise Admin for adding numbers to the Phonebook
Phone Book - Quick access to numbers of other departments, shops, branches etc in your Organization

Company Directory

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What all is available in Contacts?
How to add a Contact outside my Company?
All your Colleagues will ALREADY be LISTED in your Contacts
Easy Contact Search View your Colleagues, Profile & view Shared Tasks
See Tasks of your REPORTING TEAM, work that you SHARE with your colleagues, their Profiles & Task Reports
Jeff Daniels
Contact's Tasks
Tasks Report
Shared Tasks
Chat
Profile
NEW
New Task
New Discussion
New Folder
New List
New Project
New Contact
*
View Profile
Cancel
Send Invitation
If the user's profile does not exist then an email will be sent to the email Id entered
  • Enter the Email ID of the Person you wish to Add to your Contacts
  • If they have a WorkApps Account, they will get an Invitation from you
  • Else they will get an Email to Register and Create their Profile
Click here to Add a New Contact

Profile

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Why should I have a complete Profile?
How do I fill up Department, Offices etc?
What details of mine are visible to Outsiders?
A Complete Profile will help
your Colleagues KNOW MORE
about You
When your Colleagues create
GROUPS, it would make it EASIER
to select your Name
Your Superiors will be able to
SEE your Work & Find you
EASILY
Stay connected with your
Colleagues SOCIALLY
Know who to call in case of
an EMERGENCY
The following fields in your Profile are configured by your Enterprise ADMINISTRATOR. In case your
Department, Sub Department or Office is not listed, please contact the Admin.
Office Address
Select Office
Department
Select Department
Sub Department
Select Sub-department
Your REPORTING MANAGER should have created their Profile for you to be able to select them
Reporting Manager
Search for Reporting Manager
Your Profile Card, which is visible to people OUTSIDE YOUR NETWORK, will have the following details
  • Name
  • Designation
  • Department
  • Sub-Department
  • Company Name
  • User Status
Work Management Application for Managers
Dev Rajan
Senior Manager
Marketing
Business Development
Graphical House of Designs
On desk