Learn more about Workframe

Once you have completed our getting started guide, learn more about how you can use Workframe

18 articles in this collection
Written by Workframe Customer Success and Krizia Melman

General

Workframe key terms

Understand Workframe's key terms

Written by Workframe Customer Success
Updated over a week ago

Projects

Manage your projects

Navigate through your projects.

Written by Workframe Customer Success
Updated over a week ago

Project Tags

Filter your project dashboard with Tags

Written by Workframe Customer Success
Updated over a week ago

Create tags

Organize project activities with Tags

Written by Workframe Customer Success
Updated over a week ago

Automation Tab

Create custom notifications to move your project forward using our new Automation tool.

Written by Workframe Customer Success
Updated over a week ago

Tasks

Date Automation

Auto-populate task dates while creating projects in Workframe.

Written by Workframe Customer Success
Updated over a week ago

Manage your tasks

Edit or update your existing tasks

Written by Workframe Customer Success
Updated over a week ago

Timeline View

Visually track your project tasks and key initiatives in a Gantt style timeline view.

Written by Workframe Customer Success
Updated over a week ago

Critical tasks

Critical tasks that are delayed will put your project at risk

Written by Workframe Customer Success
Updated over a week ago

Roles and Permissions for Tasks

Control who can see, edit and complete tasks within your projects.

Written by Workframe Customer Success
Updated over a week ago

Task priority

Prioritizing tasks is a simple way to add an extra layer of organization to your Workframe tasks.

Written by Workframe Customer Success
Updated over a week ago

Dependencies

Increase and promote accountability by creating “finish to start” dependent relationships between tasks and approvals.

Written by Workframe Customer Success
Updated over a week ago

Documents

Manage your documents

Update your document details

Written by Workframe Customer Success
Updated over a week ago

Google drive integration

Authenticate with your Google account to view documents from Google Drive directly on Workframe.

Written by Workframe Customer Success
Updated over a week ago

Roles and Permissions for Documents

Share ownership and control visibility for documents using our improved roles and permissions.

Written by Krizia Melman
Updated over a week ago

Conversations

Use @Mentions

Notify your team with @Mentions

Written by Workframe Customer Success
Updated over a week ago

Custom View & Reports

Custom Views

Analyze data across your projects by creating custom views on your All projects dashboard.

Written by Workframe Customer Success
Updated over a week ago

Custom reports

Analyze data across your projects by creating and exporting custom reports.

Written by Workframe Customer Success
Updated over a week ago