WorkWizard Help Center

New here Start with the tour

Every area of the app and what each one is for, in one pass.

Getting started 2:39 Prefer to watch Take the course

Thirty narrated walkthroughs, ordered the way a new user should meet them.

Training library →

Browse by area

Every link below goes straight to the section that answers it. A timecode means there is a video walkthrough on that page.

Forms

Build a checklist, make it calculate and grade itself, and decide what happens when one comes in.

• Create a form 1:35
• Add up answers with a formula 3:45
• Require sign-off 1:25
• Choose who hears about a submission 2:21
• Make an answer act on its own 2:56

Assignments

Hand work out to people, teams and locations, once or on a repeating schedule.

• Create a recurring assignment 2:46
• Hand one task to someone 0:43
• What your team sees 1:12

Reports

Turn submissions into numbers, filtered how you like and scheduled to your inbox.

• Build and schedule a report 1:58
• See who has and has not done it 2:43
• Find a past submission 1:04

Organization

Who works here, what they can see, and who reports to whom. Most access questions are answered in here.

• How access works 4:36
• Build your teams 1:15
• Add people and give them roles 2:16
• Roles and reporting lines 3:19
• See who changed what 1:11

Dashboard

Completion rates, missed tasks on a calendar, and a breakdown by location or team.

• Read your dashboard 0:58

Announcements

Tell your team something that is not a task, and see who has read it.

• Send an announcement 2:17
• Send a reminder instead 1:09

Projects

Group related assignments so progress can be tracked together.

• Organize work into projects 1:14

Files

Share documents with your team and control who can open them.

• Share files and folders 1:15

Lists

Answer options you reuse across forms, maintained in one place.

• Create a reusable list 1:09

Brand Center

View and copy resources made available by your franchise or brand.

Leases

Track rent schedules, keep lease documents together, and hold the discussion in one place.

Your profile

Language, password, and what WorkWizard is allowed to send you.

• Tune your notifications 1:50

Need additional help?

Can’t find what you’re looking for? Our support team is here to help you get the most out of WorkWizard. Email support@workwizard.com.