Getting Started
Default solution folder, feel free to edit or delete it.
Client campaign reporting allows you demonstrate to your clients all of the work that was done for their campaign the previous month.
The...
Thu, Oct 23, 2014 at 8:17 AM
This video walks you through adding a client to Workado.
It is important to remember, each campaign is tied to a client. You will need to ad...
Sat, Oct 11, 2014 at 12:29 PM
Campaigns are at the heart of Workado. This is where you and your team will spend the majority of their time.
You can attach multiple campa...
Sat, Oct 11, 2014 at 12:34 PM
Task templates let you get new campaigns up and running quickly. It also saves a tremendous amount of time when setting up new monthly tasks for you...
Sat, Oct 11, 2014 at 12:34 PM
If anyone is involved in your campaigns, you should add them to your Workado account. You aren't charged based on users, so get them involved! ...
Sat, Oct 11, 2014 at 12:33 PM
The campaign list shows you at a glance which campaigns are behind schedule, right on track, or even ahead of schedule/complete.
The goal i...
Sat, Oct 11, 2014 at 12:32 PM
This video discusses leaving campaign feedback when a team members hears from a client, but there are several other uses for Notes inside Workado.
...
Sat, Oct 11, 2014 at 12:32 PM
If you have a campaign that you are no longer working on, you will want to do one of two things.
1. Mouse over the gear icon and choose to ...
Sat, Oct 11, 2014 at 12:31 PM
When a new client signs up, we recommend planning out 2 or 3 months in advance (be sure to use your task templates to do this once you have them set...
Sat, Oct 11, 2014 at 12:30 PM
As you get more into Workado, you'll be working a lot with the monthly task templates you've created.
You can make slight tweaks to ...
Sat, Oct 11, 2014 at 12:36 PM