awork is designed for team-based collaboration. We want to help you and your team work together more productively. And that works best, when your awork is configured accordingly. In order to release you from that burden, we have created this task bundle. The task bundle guides you through the first steps in awork and helps you decide on all important team settings.
This article will show you some features and settings in awork and it will also elaborate on their uses and advantages. You can find each section as a list with to-do’s in the task bundle. Of course, each to-do within the task bundle has an additional link to our help centre.
First steps in awork
To unlock awork’s full potential, you should get to know the basic features first. The task bundle therefore starts immediately after registering in awork for the first time. Once you have created an awork account, you can start working your way through the First Steps list.
Once you have managed your first projects and tasks in awork, you can start adjusting important settings. These settings dictate how exactly team collaboration in awork will function.
You can determine which permissions your teammates should have in awork. For example, when working with freelancers, it makes sense to let them view the projects and tasks, but not to let them make any changes. Conversely, it makes sense for project managers to have full access to all of the projects they manage.
What are these “types of work”?
You can also define types of work in awork; especially if you regularly use awork’s time tracker. Every time you have tracked your hours, you also specify the type of work, e.g. whether you worked on a client project or perhaps on internal tasks. You can then take these types of work into account later in the time report and break down exactly how many hours were spent on which type of work.
They are helpful if you want to charge different hourly rates for different tasks, for example. You can differentiate between roles (intern, junior manager, manager, senior manager), as well as tasks, e.g. design or copywriting.
Task bundles and project types
Many teams work with awork, without actually knowing about the numerous features awork has to offer. A number of these functions can save you a lot of time in everyday project work. This includes task bundles and project types, for example.
Perhaps you already know that you can load our ready-made task bundles into your awork. But did you know, you can also adjust this task bundle or completely define your own task bundles? The set of tasks you have predefined can be added to a project as often as you like. You can even predefine deadlines and time requirements.
It can be just as helpful to define project types. Depending on the project type you define, you can automatically assign a status, certain roles, and task bundles to a project. This allows you to define standards and also saves a lot of time during project creation.
Imagine, for example, that you work on a strategy project with your team every three months. The focus of the project may vary, but your tasks are mostly the same and the task flow is always the same. This means that your tasks are always divided into the following phases: To Do, In Progress, Feedback, Finalisation, and Done. Recurring tasks, as well as the previously mentioned status, can be saved in a project type called Strategy. Now every time you create a project and pick the Strategy project type, all of those tasks are automatically loaded in. The task status (the board columns) are also stored automatically.
Which tools can your team not do without?
To ensure that awork integrates seamlessly into your team’s everyday work, you can connect our tool to numerous other tools. For certain tools, such as Slack, we’ve got direct integrations. With the Slack integration, for example, you can create tasks in awork, leave comments, or start tracking time on a task, all directly from your Slack chat. This allows you to start project planning directly from your chat, meaning you don’t even have to switch in between tools.
There are many other tools (over 1,000) that you can connect to awork using Zapier.
Already acquainted with our direct Slack integration? This blog article will tell you everything you need to know about it.
If you have been working in project management for a long time now, there is a high probability that your team used a different tool in the past. No matter the tool, with our data importer you can easily transfer all data into awork. Regardless of whether it’s client data, projects or tasks, the transfer is always done following three simple steps, which we have clearly summarised for you in this blog post.
If your team has been working diligently in awork for a while, at some point all kinds of working hours will be tracked on projects and tasks. So it is only normal that you would want to make appropriate reports. Perhaps you will create these reports for yourself to see how much time it takes to complete various to-do’s. Or perhaps you are billing by project time and want to use the time report as a basis for your invoice.
With awork’s unique time report system, you have various filter and grouping options for the creation of meaningful time reports at your disposal.
This is why getting to know the time report system in awork is a good idea. Time reports offer various filter options. You can filter a new report, for example, by period, user, project, task type, day or non-billable or billable. Grouping is also possible in order to change the display of the report.