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