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Our simple step-by-step guides to get you started with WorkSavi
Frequently Asked Questions
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How do I create a Programme?
In the Portfolio view, your Projects and Template cards all have a right-click menu. You can see on Templates that from here you can Edit your template, you can save your template as a project or save it as a programme. You can also duplicate or delete your template. Your Projects also have a similar right-click menu. Here you can convert your project into a programme, copy to a programme and you can save as a Template.
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How do I add Properties into my database?
Go to the Manage section and select Property. In the Fields tab, you can create your list of headers that form the summary view for your properties. When you register, a default list of Property fields is given which you can adapt, delete or start from new. In the Grid view, you can create your Property widgets. These can be repositioned and resized to suit in the Property module. In properties, select the + button to get started.
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How do I purchase additional licenses?
To do this, you need to be the appointed Admin. Go to Manage and then Billing. Ensure the Company information fields are complete and payment details are added. Then go to Plans to choose the package you require and the number of licenses. When you have purchased your licenses, the invoice will be prepared for you.
