Getting Started
How WorkWizard fits together
Section titled “How WorkWizard fits together”Your organization is already set up. Teams, locations, users and roles were configured during onboarding, so nothing here asks you to build that from scratch. This page is about what you have and where to go next.
Almost everything in WorkWizard is one chain. A form is the checklist. An assignment hands it out. It arrives as a task. Completing it produces a submission. Reports and the dashboard turn submissions into numbers.
Hold that and the rest of the product follows.
You will not need all of it. Most people live in two or three pages, and what you can see at all depends on your role.
Where work comes from
Section titled “Where work comes from”Two things create work.
- A form is the checklist itself, built once on the Forms page. It can do arithmetic, grade itself, and carry triggers so that a particular answer notifies somebody or creates follow-up work without anyone watching for it.
- An assignment hands a form out, to people or locations or whole teams, once or on a repeating schedule. A daily opening checklist is an assignment.
A form can also be shared directly, which puts it on someone’s Forms page to fill in whenever they need it rather than delivering it as a task.
Where work waits
Section titled “Where work waits”Work reaches people as tasks.
- Tasks is your own list, in three tabs. Assigned is work waiting on you, Approvals is submissions waiting on your sign-off, and Calendar is the same list laid out by date.
- Team Tasks asks that question about everybody you manage, with a progress figure against each assignment, so you can see what is falling behind before anybody tells you.
- Drafts holds anything somebody started and did not finish.
Where finished work goes
Section titled “Where finished work goes”A completed form becomes a submission.
- Submissions collects every submission you have access to, across every form, newest first, with search and filters.
- If the form requires sign-off, the submission waits under Tasks → Approvals until somebody approves it or sends it back.
- Reports turns submissions into numbers and can email them on a schedule. The Dashboard keeps the same figures on one screen.
Your organization decides who sees what
Section titled “Your organization decides who sees what”This is the part worth reading twice, because it is where most surprises come from.
Organization holds your teams, locations, users and roles. Almost everything else reads from it. Who can see a submission, who gets notified and who is asked to approve are all decided by where people sit in that structure, rather than being configured per form.
So when somebody cannot see something they expect to, the answer is nearly always in here rather than on the form. The How access works walkthrough covers this end to end.
Where to go first
Section titled “Where to go first”Most new admins start with one of these.
- Create a form — turn a paper checklist into something your team fills in on a phone.
- Put it on a schedule — hand it to a team or a location, once or every morning.
- Choose who hears about it — so a failed check reaches somebody without anyone watching for it.
- See who has and has not done it — the report that answers the actual management question.
If you would rather be shown than read, the training library is the same material as narrated walkthroughs, in the order a new user should meet them.