Tips & Tricks

WorkSpan Tips and Tricks Program

Some of the “Tips & Tricks” topics we are

interested in: 

Pick any of the below topics to create your Tips & Tricks.  It could be anything that would teach others about the unique way  you are using the WorkSpan platform in your daily operations. 

We are also open to your suggestions on other topics as long as they relate to “WorkSpan Platform”

Analytics

Data extract and
    reports
Measuring
    Ecosystem

Integration usage

CRM - Salesforce,
    SAP, Oracle
Slack, MSTeams,
    Gmail
Box, OneDrive

Personalisation

Quick Access items
✓ Home Screen
Company Pages
Bookmark
Opportunity/ Leads
     table (Columns,
     Sorting, Filters,
     Saving views etc.)

Productivity

Smart Charts
Automations
Messaging &
    Notifications
Assigning Tasks