Overview
There are several ways to capture your own actions and route actions to colleagues in Workboard: through the Web and mobile apps, from your inbox, from Slack, with a text message, and by importing from a spreadsheet.
Add a Simple Due Today List
Click Teamwork
Select My Work
Click to Today
Type your action in the first row on the table on the page
Press return
Add all the items you need to do today until complete
Actions have attributes like priority level, risk rating, effort, owner, due date and completion status. As you add items to your Today list, Workboard assumes they're due today. It also assumes the items are normal priority, normal effort level (rather than huge), green risk rating and are private. You can change any of these attributes by clicking on them.
If the items are part of a team effort, change the Workstream to a team Workstream by clicking Personal and selecting the right team and Workstream. This allows everyone to see the status without having to email each other for updates.
Create Actions with Detailed Notes, Images, and Checklist Items
Use actions as "containers" for the whole job that needs to be done. Put any content that needs to be reviewed, revised, or finalized into the body of the actions.
Click any action in your Today or This Week list to add more detail.
Click Create
Click Action
Add details as needed
Note: Review the anatomy of an Action to learn more about Action fields
Delegate or Assign Actions
Click your name on an Action
Search for the person to which you'd like to delegate the item
Select their name
Note: You can see the status of items you've delegated on My Work > More > Work I Delegated
Forward Emails into WorkBoard
To move things you or someone on your team need to do out of your mailbox and into Workboard, forward the email to Workboard.
Click your Profile Photo
Click My Settings
Select Profile Settings
Copy the WorkBoard Email Address
Add it to your contacts in your email
Forward any emails you want to the address. The action will default to your Personal Stream.
Note: The body of the email (including long email chains) will go into the action notes field and attachments will be added to the action as well. The email subject line will be the action name, so modify it as needed. Use the short cuts to quickly customize where the action will go in WorkBoard.
To: [email protected]
From: [email protected]
Subject line: Get John month-end stats @Jeff #Analytics# !4/30
Text Actions into WorkBoard
Click your Profile Photo
Click My Settings
Select Profile Settings
Add a phone number to your account
Once a phone number is associated with your account, you can text actions into Workboard.
Note: The action will default to doing status, green confidence and your personal workstream with today as the due date.
Use the quick add syntax to quickly customize where the action will go in Workboard.
Add Actions from Slack
If you've enabled Slack integration, you can turn a decision or idea from a Slack discussion into a Workboard action.
Ask our friendly chatbot (nicknamed "WoBot") to "Add an action" and it will walk you through delegating the action, adding it to a workstream, and more.
Or, if someone sends you an actionable chat message, convert it to an action with a couple of clicks.
Use the Chrome Extension to Manage Actions
Workboard's Chrome Extension allows you to view, add, and check off completed tasks on your daily Action list without switching browser tabs or navigating away.
Import Actions from Excel
If you have all of your actions in a spreadsheet, WorkBoard makes it easy to import them from Excel.
Quick Add Syntax
Assign to workstream:
#Pipeline development# (where “pipeline development is the workstream name)
Delegate to team member:
@Joan
Due date:
!4/31 (month/day)
Make priority:
{h (high priority)
Set confidence rating (defaults to "green"):
{red or {amber
Set status (defaults to "Doing"):
{Next or {Done