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awork explained in detail
awork explained in detail
All functions and sections described in detail
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59 articles in this collection
Written by
Lucas Bauche,
Melanie Mischlisch,
Martin Tran
and 1 other
General
Templates
In awork, there are templates for tasks and projects to standardize workflows.
Written by
Lucas Bauche
Updated over a week ago
How can I restore a deleted Project/Task?
Instructions on how to restore a deleted Project or Task
M
Written by
Marcello Santambrogio
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
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 workspace.
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 (old version)
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 planner (timeline & calendar)
With the awork planner you can plan the tasks and workload of your team in the timeline or calendar view
Written by
Lucas Bauche
Updated over a week ago
The workload overview
The workload overview shows you the workload of your team and is calculated from tasks, bookings, appointments 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
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 bookings
With bookings you can quickly reserve users for projects in certain time ranges and build a workload overview in awork.
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