Workiro 4+

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New:

Get stuff done with multiple Documents

As we drive to streamline your workflows and increase efficiency we're introducing multiple document actions on Documents listed against Connections, Projects and NetSuite transactions.

• Add to New Thread
• Team owners can select and delete multiple documents at once.
• Simplify document categorization by applying classifications to multiple files simultaneously.
• You can also remove the current Connection, Project or Tag from the selected documents in one go.


New(ish): We did this bunch of cool stuff recently too...

• Create a new Thread more easily than ever before, with a refreshed experience, including quickly switching between Task and Note.
• Delightful haptics in response to clearing from Catch-up or completing a Task.
• New Dark and Tinted versions of the App Icon, for users who've updated their device.
• Delete Documents.
• Find the Thread you are looking for on a Connection or Project quicker.
• More powerful search when looking for a Project or NetSuite item to relate to something.
• Beautiful new welcome screen, when launching the app for the first time or after signing out.
• View how things are related together at a glance across the app with metadata now displayed in your lists of threads, projects and NetSuite items.
• Our next level NetSuite integration arrives on iOS.
• Workiro connections get a new NetSuite tab listing all related transactions and projects, grouping them so they're easy to find and you can focus on getting things done.
• Documents and threads can now be 'Related to...' any NetSuite record for ultimate productivity on the move.
• Improved designs of Projects across the board and there have also been huge performance gains of lists across the app.
• Select Open, Closed or All on the Projects screen to filter your Projects by their current state.
• Choose whether you want Projects sorted by recency or alphabetically.
• Search across your Projects to quickly find the one you are looking for.
• Improved load times for Catch-up, Assigned to Me and Connection Overviews, so you can access them much quicker than before.
• Catch-up will now animate smoothly when Threads appear or disappear, making it clearer when things have changed.
• Pause threads to a specific date and time more quickly due to not needing to confirm it each time anymore!
• Assigned to Me has received some upgrades - quickly add a new Task and easy access to Closed Tasks.
• New Awaiting Signatures Smart View for quick access to Signatures that need to be signed by your team.
• Tap to open Documents right away, with press and hold to access shortcuts such as viewing Details.
• Connect the dots: view people associated with organizations.
• We've optimised and improved the iPad layout, making better use of the available space.
• The Smart Views screen has been refreshed, better showing grouped tags for filtering threads and helping you get to what you need.
• 'In order to find, you must first search…' and now you can! Results are grouped by Thread, Comment, Document, Project and Connection, so your most important information is always at your fingertips.
• You can now rename a document.
• Use the new document picker across the app to add one or more documents already in Workiro to a Connection or Project.
• Create groups of tags using a slash ‘/‘ in their name, allowing them to group together when filtering threads or documents.

Never gets old: We're pretty much always doing this…

• Fixed a handful of annoying and unruly bugs