FAQ

Default solution folder, feel free to edit or delete it.

How do I create a new campaign?
Once you log into the dashboard, you’ll see on the left hand side, a tab called “Campaigns”. Click on that and it will take you to a list of your current ...
Tue, Oct 14, 2014 at 7:24 AM
How do I add new users?
Adding a User Once you log in, on the lefthand side you’ll see a tab called “User Details”. Click on that and it will take you to your current users ...
Tue, Oct 14, 2014 at 7:28 AM
How do I delete/remove users?
Once you log in, on on the lefthand side you'll see a tab called “User Details”. That will take you to your current users for the account.  Once t...
Tue, Oct 14, 2014 at 7:30 AM
How do I add user images?
Workado looks up your email address on file and tries to match it with an account from Gravatar.  If you have an account with Gravatar using the same ...
Tue, Oct 14, 2014 at 7:32 AM
Is there a limit to how many user types I can have?
There are currently no limitations to how many admins/employees/contractors one Workado account can have. We feel the more team members involved, th...
Tue, Oct 14, 2014 at 7:35 AM
How do I create a monthly task template?
There are two ways to create task templates. One way is be going to "Templates" on the lefthand side and clicking on "+ Add New". ...
Tue, Oct 14, 2014 at 7:41 AM
Is there a limit to how many templates can be created?
No, you can create as many templates as you want! You can save individual monthly templates for specific clients and/or based on a particular subset ...
Tue, Oct 14, 2014 at 7:42 AM
Why would I create a task and not just a template?
Tasks are what a task template are made of. In order to use a template, you need to first add them as tasks. You would want to save commonly used tasks into...
Tue, Oct 14, 2014 at 7:44 AM
What does reporting on/off do in the campaign overview?
Whoever you designate as the main contact for a campaign will receive an email digest of all the activities you completed the previous month.  Togglin...
Tue, Oct 14, 2014 at 7:47 AM
Can I add more than one contact for a client?
You can save the main client information inside the "Clients" tab. You can then choose to send the monthly reports to someone else via the "C...
Tue, Oct 14, 2014 at 7:50 AM