Loading data into Workia
It's simple to switch from spreadsheets to Workia. Here's what happens when you upload data into Workia.
Watch how importing data into Workia works.
Load your cases and immediately gain the following
Everything below works out of the box the moment your data is in Workia.
Documents you can find
No more searching for documents. Plus add comments and share securely.
Learn moreTask management
Use checklists or create tasks manually. Assign owners, set due dates, add comments, view progress.
Learn moreAnalytics
Visualise your data with AI analytics, or use the dashboard for out of the box reports.
Learn moreCreate cost estimates
Cost estimates work out of the box, pre-stocked with AirInc and Mercer costing and allowance data, plus Equus tax engine data.
Learn moreSend for approval
Enter details, send to anyone, get an auditable, trackable approval process. No setup required.
Learn moreCompany document store
Centralise all your key documents in the document hub. Pull them into emails, or share to users securely.
Learn moreCollaboration
Tag colleagues in comments, add notes to a case and easily see case progress.
Learn moreStatus
All cases have a reportable status.
Ownership
Every case has an owner, every task has an owner. All supplier service requests are tracked and owned.
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