Loading data into Workia
It's simple to switch from spreadsheets to Workia. Here's what happens when you upload data into Workia.
Load your cases and immediately gain the following (no setup required):
Documents you can find
No more searching for documents. Plus add comments and share securely.
Task management
Use checklists or create tasks manually. Assign owners, set due dates, add comments, view progress.
Reminders
Set reminders for tasks on a case.
Analytics
Visualise your data with AI analytics, or use the dashboard for out of the box reports.
Create cost estimates
Cost estimates work out of the box, pre-stocked with AirInc and Equus tax engine data.
Send for approval
Enter details, send to anyone, get an auditable, trackable approval process. No setup required.
Company document store
Centralise all your key documents in the document hub. Pull them into emails, or share to users securely.
Collaboration
Tag colleagues in comments, add notes to a case and easily see case progress.
Status
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.
