awork explained in detail

All functions and sections described in detail

59 articles in this collection
Written by Lucas Bauche, Melanie Mischlisch, and Martin Tran

General

Templates

In awork, there are templates for tasks and projects to standardize workflows.

Written by Lucas Bauche
Updated over a week ago

Permission management

With role-based permissions, you'll be able to define in awork what people can and can't see/edit.

Written by Lucas Bauche
Updated over a week ago

Tagging

Tags are handy identifiers in awork that help you search, filter, and recognize tasks and projects.

Written by Martin Tran
Updated over a week ago

Search and find in awork

In awork, you're able to search projects, tasks, users, and customers. Open the search by clicking on the magnifying glass icon or press F.

Written by Lucas Bauche
Updated over a week ago

Using Quick Actions

In awork, you can use Quick Actions to help you perform shortcuts, such as creating tasks or times.

Written by Martin Tran
Updated over a week ago

How do I filter an overview?

Set your own filters in the project, customer and user overviews to build custom views.

Written by Lucas Bauche
Updated over a week ago

Dark Mode

Depending on your preference, awork offers a dark mode that is turned on automatically when enabled in your OS or browser

Written by Martin Tran
Updated over a week ago

Notifications

awork uses notifications to inform users about news on projects, tasks, deadlines etc.

Written by Martin Tran
Updated over a week ago

Turn notifications on/off

In awork, you'll receive notifications if you're being mentioned in a comment. Find out how to view and manage them in this article.

Written by Lucas Bauche
Updated over a week ago

The text editor and its formatting

The formatting options of the text editor allow you to write clear project and task briefings.

Written by Martin Tran
Updated over a week ago

Use types of work correctly

Tasks and times always have an activity. A categorization of work that you'll be able to use for evaluations and for invoices.

Written by Melanie Mischlisch
Updated over a week ago

Workspaces in awork

In awork, you will often stumble across the term "workspace". But what exactly is that? This article explains the workspace in more detail.

Written by Lucas Bauche
Updated over a week ago

FAQ

Which browsers does awork support? Is there a desktop app for the PC or Mac? We will answer these questions and many more.

Written by Martin Tran
Updated over a week ago

Tasks

Creating a new task

There are different ways to create tasks in awork. Here you will get to know them all.

Written by Melanie Mischlisch
Updated over a week ago

Overview all & my tasks

The Tasks module gives you an overview of all your project-related and private tasks.

Written by Melanie Mischlisch
Updated over a week ago

Private tasks vs. project tasks

Private tasks can only be seen by yourself unless you give them to another user.

Written by Martin Tran
Updated over a week ago

Editing task details

Tasks have status, subtasks, a user, a deadline and much more. Here you'll find out what tasks in awork can do.

Written by Melanie Mischlisch
Updated over a week ago

Edit multiple tasks at the same time

Select and edit several tasks at the same time via a multiple selection in the list view of a project.

Written by Melanie Mischlisch
Updated over a week ago

Set a task as recurring

If tasks repeat at regular intervals, you can set them as recurring.

Written by Melanie Mischlisch
Updated over a week ago

Task templates

Templates are blueprints for tasks. They help you to predefine recurring workflows easily.

Written by Melanie Mischlisch
Updated over a week ago

Export tasks

Export tasks from a project or task filter to an Excel spreadsheet for further processing.

Written by Melanie Mischlisch
Updated over a week ago

Creating tasks from emails

Special email addresses of projects or users allow you to create tasks in awork from an email.

Written by Melanie Mischlisch
Updated over a week ago

Link files via Google Drive or OneDrive

Link your cloud drive files to tasks and projects.

Written by Melanie Mischlisch
Updated over a week ago

Projects

Private Projects

You can create with private tasks, which can only be seen by the creator and its members.

Written by Lucas Bauche
Updated over a week ago

Overview all projects

Get to know how the project overview works and how to get an overview of your projects, filters, searches, and much more.

Written by Lucas Bauche
Updated over a week ago

Access and select closed projects

Projects that are in the Completed (green) or Cancelled (red) status are automatically hidden in awork to avoid cluttering your UI.

Written by Lucas Bauche
Updated over a week ago

Creating a new project

Learn how to create a new project in awork and what the individual steps and fields mean.

Written by Lucas Bauche
Updated over a week ago

Project details

A project includes a lot of information: briefings, a deadline, budgets, tasks, times, files, comments, and much more.

Written by Lucas Bauche
Updated over a week ago

Project tasks

Tasks belong to projects and can be used in lists, the board and the timeline.

Written by Lucas Bauche
Updated over a week ago

Task lists

Structure the tasks of your project in lists. A task can be in several lists at the same time.

Written by Lucas Bauche
Updated over a week ago

Board view

Manage the statuses of the tasks in the form of columns in the board view.

Written by Lucas Bauche
Updated over a week ago

Project timeline

The timeline shows your tasks over time and you're able to create entire project plans with dependencies and milestones here.

Written by Lucas Bauche
Updated over a week ago

Project times

Record times directly on projects or on the tasks of the project and evaluate them in the times tab

Written by Lucas Bauche
Updated over a week ago

Project settings

For each project, you can customize the statuses, create automations, preset the billability of tracked times and much more.

Written by Lucas Bauche
Updated over a week ago

Project files

Projects have their own file storage where files from comments and project tasks are displayed.

Written by Lucas Bauche
Updated over a week ago

Automations in projects

You can build "if-then" automations for tasks within a project to map automatic workflows.

Written by Lucas Bauche
Updated over a week ago

Autopilot for projects

With autopilot, automatically receive notifications when a project's deadline or budget is at risk.

Written by Lucas Bauche
Updated over a week ago

Manage clients

Create and maintain your project clients in awork to better categorize, find and evaluate your projects.

Written by Lucas Bauche
Updated over a week ago

Project templates

Build project templates to standardize settings or workflows, and save a lot of time when creating new projects.

Written by Lucas Bauche
Updated over a week ago

Using project types

Project types are a categorization that helps you to evaluate your projects and times in a meaningful way - if you need to.

Written by Lucas Bauche
Updated over a week ago

Team planner

Plan multiple projects in your timeline while taking into consideration the workload of your users, including absences & milestones

Written by Lucas Bauche
Updated over a week ago

Planner

The workload overview

The workload overview shows you the workload of your team and is calculated from projects, tasks, deadlines and recorded time.

Written by Lucas Bauche
Updated over a week ago

The workload calculation

The 10 principles underlying the workload calculation in awork - for an accurate prediction of your team's workload.

Written by Lucas Bauche
Updated over a week ago

Rough planning of projects

Projects can be scheduled with a planned effort over the project period, which has an impact on the workload.

Written by Lucas Bauche
Updated over a week ago

Tasks in planner (timeline & calendar)

Tasks can be scheduled in the planner in the timeline or calendar view - and the best way to do this is by drag-and-drop.

Written by Lucas Bauche
Updated over a week ago

My planner

In "My Planner", users can plan their own assigned tasks alongside their own appointments in the calendar.

Written by Lucas Bauche
Updated over a week ago

Absences

Absences can be created and managed for users in the planner. They reduce the available planning capacity in their period.

Written by Lucas Bauche
Updated over a week ago

User capacity

Each user has a weekly capacity that is relevant for time tracking and team planning. You'll be able to change it within your user profile.

Written by Lucas Bauche
Updated over a week ago

Calendar integration

Set up the calendar for everyone or only for your own account to see appointments in the planner as well as in the workload overview.

Written by Lucas Bauche
Updated over a week ago

User

Edit my profile

Each user has their own profile where they manage their login, language, time zone, and other view settings.

Written by Lucas Bauche
Updated over a week ago

Manage users

Users in awork are always bound to accounts and can be managed in the settings. Only active users count in your billing.

Written by Lucas Bauche
Updated over a week ago

Invite users

To invite new users, all you need to do is enter the person's email address and assign a permission role.

Written by Lucas Bauche
Updated over a week ago

Working with teams

In awork, teams can be created, and users & projects can be assigned to these teams. This allows you to separate work areas.

Written by Lucas Bauche
Updated over a week ago

Time tracking

Times tracking reminders

In order to keep track of your time without gaps, so that every manager is happy, awork offers you some practical assistance

Written by Lucas Bauche
Updated over a week ago

Tracking times

Learn how to record times in awork, via the timer, or by using your day view from appointments.

Written by Melanie Mischlisch
Updated over a week ago

My Time Tracking

In the 'My times' tab, you can easily overview your own time entries: per day, per week, or in an overall overview.

Written by Melanie Mischlisch
Updated over a week ago

Creating time reports

Learn how to create a time evaluation, filter it, and export the data to an invoicing tool

Written by Melanie Mischlisch
Updated over a week ago

Define time tracking settings

Prevent or limit the time tracking on completed, future, or past projects

Written by Melanie Mischlisch
Updated over a week ago

Create an invoice

Recorded times can be transferred to an invoice via time evaluations.

Written by Melanie Mischlisch
Updated over a week ago