![]() You can drag and drop files and images onto your list to help you add more substance to your notes. This also means that you can use Workflowy as a task management app and create checklists with it.Īdditionally, you can work even quicker by utilizing Workflowy’s keyboard shortcuts to help you spend less time clicking, and more time typing. As you develop your ideas further, you can expand and collapse nodes to keep things neat. You can create unlimited bullet points on Workflowy’s paid plan which lets you write long-form content without restrictions. What Are Some Features of Workflowy?īeing an outliner, Workflowy has plenty of features to help you take and organize notes. The main idea behind Workflowy is for users to organize information effectively for quick recall, much like having a second brain. This follows a hierarchical system of note-taking, which is common within most outliner apps. ![]() Main ideas are represented using a parent node, which is followed by sub-nodes that expand on it. Users take notes on a blank document which uses a parent-child relationship to organize nodes. Today, they have more than 2 million users.Īs an outliner, Workflowy is straightforward to use. When Workflowy first launched, it gained more than 20,000 users within the first week. The task management software has obtained a mass following of loyal fans since its inception. Patel created the productivity tool after being frustrated at not having the right tools to manage projects efficiently at his previous job. If you have further questions, please feel free to contact us and we will be happy to assist you.Workflowy is an outliner software that was founded by Jesse Patel and Mike Turitzin in 2010. To revoke the delegation just click the Clear button. You can type in the username or select a user using the dialog box and then click on the Delegate button to delegate the workflow ownership to another user. If you are workflow owner and will be out of office for sometime, you can delegate the ownership of the workflow to another user to take care of such tickets. This is useful for routing the unassigned tickets to other users, since, the tickets whose assignee is not recognised by the system get added to the workflow owner's queue. Workflow ownership delegation is a very strong feature that enables you to delegate the responsibility of the workflow administration to another user in your account. Click on the pencil icon at the left of the Group Name to edit or delete an existing workflow group. Click on the Add Workflow Group button to add a new group.Ģ. These users and groups will be auto populated in the Assigned To field on the workflow.ġ. You can create groups like Administrator, Manager, etc. You can unshare the workflow by checking the checkbox to the left against that user and clicking on the Remove Selected User button. If the "Notify the users by email when adding them to the share" checkbox at the bottom is checked, any users added to the workflow share will get notified by email about the workflow, or the workflow link for creating a ticket, being shared to them. You can check the checkbox "Restrict ticket view" to restrict the ticket view to only those tickets that are either created by or assigned to the user, or, the user has participated at any step of the ticket life cycle. ![]() Select the permission to be assigned to the selected user and click on the Add User button. You can type in the username or select the users with whom you want to share the workflow or the workflow link for creating a ticket. Manage security settings like setting up passwords to open the workflow link for creating a ticket, setting up an expiration date beyond which the workflow link for creating a ticket will not be accessible to users, graphical signature of the user, etc.
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