Worksection FAQs

For each project, it is necessary to form a team. The project can be an «inside» one, and then its team will consist only of employees of your company. It can also be «the client’s» one, which allows the client to be present in the project. In this case, the client is best to be added as a separate company.

In this case, when you create a project, you need to create a client’s company or a subcontractor’s company, and invite participants in there. You can do this directly on the stage of the project creation or in the People section.
If these companies were created previously and their users are already in the system, just check their names in the checkbox to «add» them to the project team.

The following roles are possible in the project:

Administrator is a role with customizable access to users, projects, tasks, hidden information, reports, and timers. It may be an «account administrator» or «company administrator» or «department administrator»

Project Manager is a person responsible for the outcome of the project.
Project Manager has extended permission in the project and may change the terms and closing tasks. This can be whether a regular user or an administrator.

Regular users are people who see all the usual (not «private») project tasks to which they are included.

A member of the client’s company is the person taking the job. This person does not see the «inside» of the account.

Guest is a person with the guest access only to the task for which he or she is responsible.
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To limit the client’s access to «behind the scenes» of the company (for example, hide time and monetary costs of tasks), it is best to create a separate client group and invite your client there.

You can do this at the stage of creating a new project as well as when sending an invitation to the client to an existing project.

In order to invite a client at the stage of creating a new project, in the «Project Participants» section, choose «Add company». Specify the type of company to be added (in this case — Client) , enter the name and click «ОК». In the field of the client’s company name, click «Add company» icon, enter your information and click «Invite user (s) to the project».

To invite a client to an existing project, jump to People and then click «Invite».

Fill out the required fields and select the project into which you want to invite a client, enter your company, department (optional), and click «Invite to the project». (more)

Worksection has the following structure of projects and tasks:
Companies
Projects
Tasks
Subtasks level 1
Subtasks level 2
Projects are grouped by the companies to which they belong.



There are tasks and two levels of subtasks in every project.
Also, there are checklists in every task and subtask which are for simple tasks that do not require deadlines or separate delegation. For example,

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Hello!

My name is Anna, I work at worksection.com.

Payment plans depends on the features, the number of projects and space. Users unlimited.

Basic plan is completely free. Detailed information about our plans and prices you can find here.

Worksection has a 30-days free trial. During trial all features will be enabled. After 30 days you will be asked to choose a payment plan. (more)

The list of all active and archived projects can be seen in the Projects tab on the main page of your account. (more)

Creating a new project is a very simple task. On the system’s Main page or on the Projects page, click on the «Create new project» button.

Enter all the necessary data and confirm the creation of a new project. If there’s any data that you do not know, do not worry — you can easily add or edit it later.

At the top, there are settings for the title, descriptions, timeframes, and estimates. At the bottom, there are companies involved in the project and their employees that gained access to the project (they are marked).
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How many projects can I create?

As much as your tariff plan allows. For example, in the tariff «Optimum» the number is 25, while in the «Corporate», it is 50. More details about the tariff restrictions can be found on the page Tariff plans and prices https://worksection.com/ua/price.html

Please, note! Tariff restrictions are only for active projects and projects in the awaiting status. At the same time, Archived project are not tariffed, i.e. its number is unlimited.

And if none of the tariffs suited you, write to us at [email protected] — we’ll figure something out. (more)

First, create a project and name it, for example, «Template». In the status of this task, mark «Muted» and then fill it with typical tasks and subtasks. The objectives of such project do not appear in the task lists and calendar activity.

Then you just need to bulk copy all tasks from template project to real project. (more)