Most Helpful Answers

What's the difference between a Project, ToDo or Timesheet?#13: ToDos are independent tasks with no affect on the progress of a project. Projects/Project Tasks are a collection of phases/milestones. Timesheets are recorded to keep track of the work performed.
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Core ConceptsGeneral Project QuestionsToDos (Tasks)Timesheets
Overview: Gannt Chart#9800:03:49: Gantt charts give you a visual representation of your project and all it's sub-projects and tasks. Understanding how to use a Gantt Chart more effectively will help when it comes to planning projects, prioritizing tasks, and meeting deadlines.
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Gannt ChartProject Overviews
Overview: The Contact Page#15300:03:59: Everything centers around contacts in WORKetc. Contact pages list all activities, correspondence, files, and comments related to that client at a glance. Edit your contact, set permissions, manage tags, and manage other settings here.
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ContactsOverviews
Overview: Project Management -- How a Project comes Together in WORK[etc]#10900:04:56: What is a Project? How to create a Project? What are the ways to view a Project?
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OverviewsProject Overviews
How to duplicate a project or create a template#166: You can create a project from template , you can create a project template from scratch, or you can duplicate an existing project. Just look in the top right of the project and you'll see an option that says "Duplicate Project". If you want to create a project from scratch, just go to "Settings" --> "Projects"
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Project Template
Core Concept#1: Just about Everything Goes back to the Contact#122: On the activity history tab you will be able to filter on just about everything in WORK[etc]
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Core Concepts
Part 2: Creating and Using Custom Field Groups#15100:07:25: Use the custom field groups editor to create and implement custom forms throughout your WORKetc account. Create drop-down menus, text boxes, image uploaders, label lists, and other field types - and then implement them into WORKetc modules.
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Custom Fields
A Getting Started Guide for Consultants#274: Written for consultants by consultants, this getting started guide gives new users an industry friendly insider as to how WORK[etc] works best for their type of business, with basic getting started tips drawn from first hand experience.
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Getting Started Guide for Consultants
How to Bulk Tag your Contacts#19000:00:55: Apply categorizing #tags to multiple contacts at once and perform other bulk actions right from a contact list.
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Contact Tags
Do subscriptions have an expiration date?#64: Yes. You can set an expiration date, though it is not required. When creating a "New subscription sale" set the "Status" to "Cancelled on" and select a date.
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Product Catalog(ue)Invoicing / Billing
Using the WORKetc Google Apps Email Gadget#17: The Gmail Gadget will load relevant contextual data based on the email sender. You can attach an email to the loaded WORKetc contact, or a WORKetc activity. Or create a new activity using the information in the email.
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Google Apps Integration
Reference: A List of Contact Import *.csv or *.xls Headers Detected by WORK[etc]#10: Complete list of all field types WORKetc can auto-match when importing contacts.
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Importing DataContact Import Tool
How to send an e-mail campaign.#3: How do you create a new mail list? How do you create a new mail campaign?
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E-mail Campaigns
Overview - Contact versus a Lead#245: A contact is the central storehouse. A lead is something that gets affiliated with a contact.
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ContactsSales LeadsOverviews
Overview: Webforms#16100:04:45: Webforms can be embedded on your website. You can create new leads, new support cases, or send an email notification to your employees from a webform. To create, just go to "Settings" > "Web Forms"
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Web Forms
Overview: The Customer Portal#126: Invite an unlimited amount of contacts to your company extranet to allow clients to collaborate on projects, manage support responses, and pay off invoices. Enable the customer support portal through your contact settings and then invite clients from their profile.
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Customer Portal
Setting up and Using the Outlook Add-in#26400:02:13: You can install the Outlook Add-in by going to “Settings”> “Apps & Integrations”. Once installed, the Add-in will appear in the top ribbon in your Outlook. Click on the “Login” button to set it up. Then, click on “Attach to Activity” or “Attach to Contact” to attach an email.
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Outlook Add-in
Custom Branding of the WORK[etc] Interface#23500:02:18: You can change the colour of the header menu bar and add your logo.
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Customer PortalInterface, Language, and Location
How to use the Evernote Integration#217: This article contains information on using the Evernote Integration. You can basically create new items in Evernote which will then appear in WORK[etc]. You can also monitor items in WORK[etc] from within Evernote.
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Evernote Integration
Creating and Using Web Forms#18500:04:47: How to create web forms and place them on your web page to gather information like contact info, lead creation or even customer surveys
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How to Setup Google Calendar Sync#184: WORK[etc] Calendars can be syncronized with Google Calendars for additional functionality and accessibility.
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Using the CalendarCalendar Sync & Settings
Overview: The Different Project Views#132: Each project has 8 different tabs: Gantt Chart, Project Tree, Activity Stream, Priority, Progress, Documents, People, and Budget. Each of these tabs give you a separate way of conveniently viewing the information in your project and getting work done.
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Project Overviews
Overview: Employees/Contractors or Person Contacts#12400:01:21: While you can invite an unlimited number of contacts to collaborate through the customer portal, if you want more functionality for your contractors they will require a paid license. WORKetc treats contractors the same as employees, and you can manage their permissions in the "Settings" --> "Permissions" area.
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ContactsContractorsEmployees
Contact types: Employees, People, and Companies.#123: "People" contacts are your most basic form, used for customers or suppliers, etc. "Companies" are meant to be represent a separate company. You can group "People" into companies. "Employees" are users that have a paid license.
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ContactsCompaniesEmployeesPeople
Core Concept#2: Attach Anything to Anything#11200:03:11: You can easily attach a todo to a project, or a project to a lead, or a support case to an event in WORK[etc]. Just navigate to the "Attached To" field or the "Lead" field within the item you're working on. If you ever get confused, you can just go back to the contact history to see just about everything affiliated with the contact.
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Interface Tips & TricksCore Concepts

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