Quick Start - The Basics

Get to know WorkDo!

Copyright© BuddyDo Inc.

V190712
The Basics ● The Groups
○ Create sub-groups
● The Must Knows ○ Add members to sub-groups
○ Manage information ○ Join a sub-group
○ Basic tools ○ Tip: use default sub-groups
○ Advanced tools ○ One-on-one communication: buddy
○ Features ○ Tip: star groups and buddies
○ Main functions
● The Settings
● The Workplace
○ Manage admins
○ Create workplace with company
○ Activate tools/manage tool roles
email
○ Privacy settings
■ Join workplace - after sign up
■ Join another existing workplace ● Let’s start to...
■ Invite - with company email ○ Create items

■ Invite - no company email ○ View posted items

○ Create workplace with free email ○ Edit, discard, delete and more

■ Target invite ○ Use My Shelf

WorkDo simplifies how you
manage information
Different levels of management
Must be a member to view, use
and manage information

Table of Contents
Manage information

● Participating after joining

● Manage multiple workplaces

● Sub-groups in each workplace

● 1-on-1 teamwork: buddies

● My Shelf
 WorkDo basic tools
For workplace/groups/buddies/My
Shelf
Tools you can use to enhance
teamwork every day

回到目錄
Basic tools
Basic Tools Workplace Group Buddy My Shelf

Notes ● ● ● ●

Tasks ● ● ● ●

Events ● ● ● ●

Polls ● ● ●

Files ● ● ●

Albums ● ● ● ●

Wall ● ● ●

Chats ● ● ●
Public Notices Activities Shared
Announcements, Meetings, Resource
reminders, industry company events, Cloud storage,
news, new annual parties, shared files, upload
information, training, seminars and download
company benefits, and more! Track easily.
policies and more! who’s attending!

Notes Tasks Events Albums Files Polls

Allocate Jobs Pictures & Images Opinions

Projects, activity Completion proof, Company events,
planning, contracts, equipment images, design ideas,
customer visits, design blueprints, project direction,
documentation, product samples, company core
equipment architecture designs, value, annual
maintenance and venue pictures and parties and more!
more! more!
Best thing about WorkDo is...
It is an all-in-one software with
many tools to use within your
workplace, groups and between
buddies to enhance teamwork!

Table of Contents
 The Tools

HR Leave Expenses CRM Attendance Conf. Rm. Approvals

Phonebook We Buy IOU Cashbook Training More

More to come...
 Of course,
WorkDo not only has basic tools...
Check out other WorkDo Features
to see all the different ways to
increase work efficiency

Table of Contents
 The levels of teamwork Invite members
Group settings
Groups Post items
Group tools

Settings
Invite

Post items
Buddy tools
Moments
Sign Up Workplace Buddies Efficiency ↑
Create workplace
Join workplace

Post
Tools

Myself Dashboard
My Shelf
My Upcoming
With great power comes steeper
learning curve?
Nope, not here, it’s actually very
simple to use!
With just a few steps you can
achieve a lot with WorkDo!

Table of Contents
Smarter tools for the whole company
Saves costs
Saves time
Work easy, work smart!

Table of Contents
Workplace: start from here
3. Search 4. Notification Center
Enter keyword to search everything! All notifications related to you

5-1. Workplace Settings

2. Where you are now Workplace Info, Privacy, My Info,
Manage Admins and more!

7. Do (tools)
1. Workplace List
Workplace/group/buddy Do page (tools)
Switch workplaces plus
create/join workplace

8. Starred/Groups/Buddies
Click to enter group or buddy wall
5. Click to enter Swipe to see secret menus
workplace chatroom

6. Main functions
Click to see the main functions
Dashboard: everything across groups and buddies

One stop shop for

all that needs to be
done

01 Dashboard
02 Your items
03 Check quickly
+: quick access to create new items and requests

01 +
02 Choose tool
03 Enter create page
Chats: instant messaging

01 Chats
02 + New Chat
03 Choose where to chat
Chats: instant messaging

→ Swipe left or right

→ Number of read

04 Includes notifications
05 Secret menus
More: personal stuff and app guide

01 More
02 Personalize
03 App guide
Create workplace with company email
Use company email as a security measure
Limit access to company employees only

Table of Contents
Create workplace: use company email

01 Enter company email 02 Submit

03 Verification code
Create workplace: use company email

Two default
groups, can be
edited or deleted

04 Fill out info > Next

05 Enter your workplace
 Join workplace
1. Workplace uses company email
2. I have personal company email
3. Join after sign up to start teamwork

Table of Contents
Join workplace (right after sign up)

01 Enter company email 02 Enter verification code

03 Welcome message
 Join workplace
1. Join another workplace
2. Workplace uses company email
3. I have personal company email

Table of Contents
Join workplace (workplace that uses company email)

01 Workplace list
02 Join/Create Workplace
03 Enter company email
Join workplace (workplace that uses company email)

04 Check verification email

05 Enter verification code
06 Click Accept
Invite coworkers to join
1. Coworker has company email
2. Send invite

Table of Contents
Invite coworkers to join workplace (have company email)

01 Invite Members
02 Verify By
Invite coworkers to join workplace (have company email)

Supports these Coworker clicks

apps but you need link and follow
to install the apps the steps to join
first

04 Choose an invite method 05 Coworker clicks link

Invite coworkers to join workplace
1. Coworker does not have company email
2. Create invitation specifically for coworker’s
email or mobile number

Table of Contents
Invite coworkers to join workplace (no company email)

01 Invite Members
02 Create invite with
Invite coworkers to join workplace (no company email)

OR

03a Verify By Mobile Number 03b Verify By Email Address

Invite coworkers to join workplace (no company email)

Supports these Coworker clicks

apps but you need link and follow
to install the apps the steps to join
first

04 Choose a method
05 Coworker clicks link
Create workplace with free email
1. Fill out all required info
2. Target invite future members
3. Members still required to verify to join

Table of Contents
Create workplace: with free email

01 Start WorkDo
02 Fill in required info
03 Verify email address
Create workplace: with free email

Two default groups,

can be edited or
deleted

04 Fill out information

05 Enter workplace
Invite coworkers to join workplace
1. Create invite specifically for coworker’s
email or mobile number
2. Coworker needs to verify that he/she is
the owner of the email or mobile number

Table of Contents
Invite coworkers to join workplace

01 Invite Members
02 Create invite with
Invite coworkers to join workplace

OR

03a Verify By Mobile Number 03b Verify By Email Address

Invite coworkers to join workplace

You have to Coworker clicks

install the apps link and follow
first the steps to join

04 Choose a method
05 Coworker clicks link
Create sub-groups
Create sub-groups for specific
projects, topics and teams
A more flexible way to
communicate

Table of Contents
Create sub-groups

01 Create Group
02 Fill out information 03 Click Set
Create sub-groups

Only contains
members within
the workplace
and will join
immediately after
invite

04 Set group privacy

05 Choose add method
Add members to sub-groups
Include all members involved in the
project or special topic
Small-group communication to
enhance teamwork

Table of Contents
Invite members to join sub-groups

Only contains
members within
the workplace
and will join
immediately after
invite

05 Group Settings
06 Add Members
07 Choose add method
Join a sub-group
1. Find public groups

1. Join an existing team

Table of Contents
Join a sub-group

01 Public Groups
02 Choose a group
Join a sub-group

03 Join
04 Enter group wall
Tip: use default sub-groups
All workplaces have two default
groups in which everyone that joins
the workplace will automatically be
in the two groups

Change the groups to workplace-

wide groups

Table of Contents
Tip: use default groups

To delete default
group, Group
Settings >
Advanced > Delete
This Group

01 Group Settings
02 Group Info
03 Change name and description
One-on-one communication
Add buddies to begin one-on-one
communication

Use tools between buddies such

as Tasks, Notes and Cashbook

Table of Contents
One-on-one communication: add buddies

Check added
buddies in
Buddies List

01 Add Buddy
02 Choose member
03 Check Buddies list
Tip: star groups and buddies
When you many groups and
buddies, you can star a few groups
and buddies in order to find them
quickly in Starred list

Table of Contents
Tip: star groups and buddies

01 Group Settings
02 Mark as Starred
03 Check Starred list
Tip: star groups and buddies

01 Buddy Settings
02 Mark as Starred
03 Check Starred list
Workplace/group admins and settings
Workplace/group owners and
admins have the same authority
Owners also have the right to
change ownership and remove that
workplace/group

Table of Contents
Add admins to manage workplace/group

Workplace/group
have the same
settings in the
next few steps

Workplace Workplace Settings Group Group Settings

Add admins to manage workplace/group

02 Manage Admin
03 Assign
Add admins to manage workplace/group

Only contains
members of the
workplace/group

04 Choose member
05 Done!
Do page has many tools to use...
Workplace/group/buddy all have
their own tools in Do page
Tools vary depends on where you
are (workplace/group/buddy)
Workplace tools have dependency

Table of Contents
Every level has tools (workplace/group/buddy)
Tools in Do Workplace Group Buddy Dependency

HR ●

Leave ● HR

Leave Pro ● HR

Expenses ● HR

Attendance ● HR

Approvals ● HR

Conf. Rm. ●

CRM ●

Phonebook ● ● ●
/Cashbook

We Buy/IOU ● ●
Activate tools and manage tool roles
Set different tool roles for different members
Manage leave or expense requests easily

Table of Contents
Activate tools and manage tool roles

Workplace/group/bu
ddy all have a set of
tools, click Do to
find out

Workplace Do Group Group or buddy Do

Activate tools and manage tool roles

02 Tool Box
03 Available > Activate 04 Manage
Activate tools and manage tool roles

Click to check all

members’ roles

05 Manage All Member Roles 06Choose new role > Change 07 Done!
 Change privacy settings
Workplace/group have privacy settings
Read carefully before changing privacy settings

Table of Contents
Change privacy settings

Workplace/group
have different
privacy settings

Workplace Workplace Settings Group Group Settings

Change privacy settings

OR

02 Privacy
03a Workplace Privacy Settings 03b Group Privacy Settings
Create items (six basic tools)
Workplace/group/buddy all have
six basic tools
Enhance communication
Use + button to create items
quickly

Table of Contents
Use + button to create items quickly

01 +
02 Choose tool
03 Choose where
Use + button to create items quickly

Only tasks,
events, and polls
will be in
Dashboard Wall

04 Fill out fields > Post

05 View in Dashboard Wall
View posted items
View posted items in
workplace/group/buddy wall

Table of Contents
View posted items: workplace/group/buddy

OR OR

01a Click workplace image 01b Click group

01c Click buddy
View posted items: Notes

OR

02a Wall > Scroll up/down 02b Do > Choose Notes

View posted items: Notes

Same steps to
view posted
tasks, events,
polls, albums
and files

03a Click to enter note detail 03b Like/Comment

Oops, I made a mistake, need to fix it
Don’t worry
Back to the steps on previous
slides to enter detail
Edit, delete, discard, close, remind,
share, forward and help

Table of Contents
Edit posted items: Events

Different basic
tools have
different action
buttons in More

04 More button
05 Action buttons
 My Shelf
A private place to keep every
personal item
Notes/Tasks/Events/Albums
Keep everything organized

Table of Contents
My Shelf

↑↑↑↑↑↑
Change tabs and
click create new
items
↓↓↓↓↓↓

01 More
02 My Shelf
03 Stay organized
Work easy, work smart!
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