Your projects are fragmented across multiple apps, making it hard for teams to stay organized. Previously, there wasn’t a way to connect all the different parts of the project together. But with Workona’s spaces, you can do it easily and automatically — giving your team one place to find their work and stay organized as the project grows.
This guide will help you set up Workona in about a half hour.
Ready to organize a client or project? Let’s walk through the steps below.
Your team is forced to jump between multiple apps for every client or project. Important details are easy to miss because they get lost in a firehose of information.
Connect all of a project’s Google Drive folders, Slack channels, & task lists to a single unified space, so they’re a click away whenever team members are working on the project.
During a project, the most common questions are:
Connecting Google Drive folders & docs, Slack channels, and your task lists to the project's space makes it easy to get the answers. Now they’re one click away when team members are working on the project, saving everyone the frustration of manually searching.
+ button at the top of the sidebar to create a new space for each project (later, you can use a space template as a prebuilt starting point).
Setting up a new project — all the docs, folders, channels, task lists, etc. — requires too much grunt work. Painstakingly replicating the same folder structure over and over. Finding the template doc, clicking File > Make a Copy, removing “Copy of” from the file name & appending the client/project name, moving the file to the right folder… and that’s just one doc! Plus, mistakes are common, like naming a doc or channel incorrectly, organizing it in the wrong place, or forgetting to give other team members access.
Use space templates to auto-generate the folders, docs, Slack channels, & tasks lists for your next client or project. Your team can instantly jump into the space and access everything they need.
Space templates let you copy and paste all of the work of setting up a project. In a single click, teams can automatically create, share, and populate a space with resources from top cloud apps. Plus, customize everything in a new space with details such as client or project name.
+ button at the top of the sidebar to create a space template.
There’s no good way to keep your browser tabs organized, so they pile up and create confusion throughout the workday.
Spaces help you organize tabs by context, making it easy to focus on the project at hand. Every tab in a space is autosaved, so you never have to worry about losing work.
Our tab management feature is a powerful way to stay focused while you work. It's like having a clean desk for each of your projects.