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Articles on:Web Features
Short how-tos for task boards, files & permissions, meetings, AI tools, Google Calendar, and billing.

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  • Getting Started
  • Web Features
  • Task Management in Edworking: A Complete Guide for Teams
    Use Tasks to plan deliverables, assign responsibility and keep the discussion attached to the work. Create and describe a task Open Tasks and select the destination space and, if needed, a list. Choose New Task, enter a clear title and complete the creation form. For a quick note, use Quick Task on the board and add details afterwards. Open the task to set its state, assignees, due date, priority and tags. Write the instructions and completion criteria in the descripPopular
  • Guide to Google Calendar Sync
    Connect Google Calendar to see selected calendars alongside your work in Edworking. The native connection is available on all plans. Connect your Google account Open the calendar and its menu, then choose Sync Calendar. In Calendar Synchronisation, open Google Calendar and choose Sync Account. In Google's authorisation window, select the correct Google account and review the requested access. Return to Edworking and select the calendars you want to display. ReSome readers
  • How to Share Media Files Publicly on Edworking
    Public sharing gives someone outside your workspace access to a selected file through a link. Use it only for files you intend to make available to anyone who receives that link. Create a public file link Open Files, choose the correct space and open the file you want to share. Open the file's menu and choose Share. In Share to Public, review the file and enable Public sharing. Select Copy Link, then close the sharing dialog. Open the link in a signed-outSome readers
  • Optimizing Team Communication with Edworking Chat
    Use the conversation that matches the work: task chats for deliverables, space chats for project updates and private conversations for selected teammates. Open or start a conversation Open Chats for the full view, or select a recent conversation in the sidebar. Use the new-chat control to select recipients. For existing work, open the task or space and its chat. Quick-chat shortcuts open the conversation in a right-hand panel beside your current work. Select the same shortcut again toSome readers
  • Managing Documentation in Edworking
    Create project briefs, instructions and meeting notes in Docs, then organise them in the spaces and folders where your team works. Create and format a Doc Open Docs, select a space and choose New Doc from the creation menu. Add a title and start writing. Changes save automatically; allow saving to finish before closing the page. On an empty line, type / or open the + menu to insert headings, lists, tables, quotes or media blocks. Select existing text to use tSome readers
  • Customising Edworking with White Labelling
    White labelling lets a Business workspace use its own name, logo and custom Edworking address. You need permission to manage the workspace settings. Update the workspace branding Open your profile menu and Preferences, then the workspace or Team settings. Open General to find the team name, logo and custom URL controls. Enter a recognisable team name and upload a clear logo using Change Logo. Follow the size and file-format limits shown in the uploader. If chSome readers
  • Edworking Meeting Rooms: Step‑by‑Step Guide
    Use Meets for planned meetings and the call controls in a chat for quick discussions about ongoing work. Start or schedule a meeting Open Meets to review upcoming and previous meetings. Choose Start a Meeting for an immediate call, or Schedule Meeting to arrange one for later. Review the meeting details and participants. Copy the meeting link when you need to invite someone. On the pre-join screen, select and test your microphone and camera, then choose **Join MeSome readers
  • Collaborative Editing in Edworking Docs and Task Descriptions
    Teammates can edit the same Doc or task description together. Shared editor content keeps the brief in one place and shows other collaborators' cursors and selections when they are connected. Edit a document together Open Docs and select the document. Make sure each collaborator belongs to the relevant space and has permission to edit. Ask teammates to open the same document through its internal link. Write and format the content. Use labelled cursors to see where someone elFew readers
  • Guide: How Pricing, Billing, Upgrades, Trials, and Cancellations Work
    Review your workspace's current plan and billing terms before changing a subscription. The pricing page and in-app checkout show the current offers, currency, billing interval and limits. Understand the plans Free: supports up to five users with limits on spaces, documents, storage, tasks, AI usage and chat history. Basic: adds higher capacity, native time tracking, unlimited tasks with lists and subtasks, and longer chat history. Business:Few readers
  • Integrations, API & Webhooks in Edworking
    Choose a native connection for ongoing visibility, an automation for a repeatable action, or an import for a one-time move of existing work. Choose an integration Option Use it for Current plan access Google Calendar See selected calendars alongside your work All plans GitHub Connect issues and pull requests with tasks All plans Import assistant Copy work from a supported export All plans, subject to workspace limits GraphQL API, Zapier,Few readers
  • How to Remove Your Edworking Account
    Account removal is a permanent action. Use it when you intend to stop using your Edworking account, and read the current confirmation carefully before proceeding. Prepare first Export or download information you need to keep. If you manage a team, arrange ownership and ongoing access with another authorised person before leaving. Review any paid subscription in Plans & Billing. Do not assume account removal automatically handles cancellation or refunds. If your aim is only to stFew readers
  • Managing AI Agents in Edworking
    AI agents help with recurring knowledge, reporting and writing work. The current Business plan includes AI Automation Agents. Available agents and controls depend on your workspace configuration and permissions. Find and configure agents Open the Agents area in your workspace settings. Review the agents already available before creating another with the same purpose. Open an agent's settings and check its instructions, selected context and any schedule or activation controls. 4Few readers
  • How to Track Time on Tasks in Edworking
    Use a task's timer while you work, or add a manual entry for work you have already completed. Native time tracking is included in the current Basic and Business plans. Start and stop a timer Open the task you are working on. Select Track Time in the task details to open Timer. Choose Start Timer. Work on the task, then use Pause for a break or Stop when the session is finished. Review the recorded duration and the task's time total. If you close the taskFew readers
  • Edworking Voice‑to‑Text Guide
    Voice-to-text turns spoken notes into editable text. It is useful for drafting a chat message or capturing ideas in a document. The current Business plan includes Voice-to-Text Input. Before recording Sign in, connect a working microphone and allow microphone access in your browser and operating-system settings. Choose a quiet place and check that the intended input device is selected. Dictate a chat message Open the conversation where you want to write. Select the microphone orFew readers
  • Share a board or selected lists publicly
    Public board sharing gives clients or stakeholders a read-only view of selected work. It is available on paid plans. Choose what to share Open the board you want to share. Open its menu and choose Share to Public or the public-sharing option shown. Review whether you want to share the whole board. Use Advanced options to select individual lists when only part of the board should be visible. Review the selected content, then enable public access. ![Manage read-onlFew readers
  • Import Word documents into Edworking Docs
    Convert a supported .docx file into an editable Edworking Doc when you want to continue writing with your team. Import a document Open Docs in the destination space. Open the Docs menu and choose Import Doc. Select the Word .docx file and follow the import prompts. Read any warning about content that could not be imported. Open the resulting Doc and review it before sharing or editing further. ![The Edworking Docs menu with Import Doc highlighted.](https://cdFew readers
  • Understand workspace roles and member access
    Workspace roles separate administration from day-to-day collaboration. The fixed roles are Owner, Admin, Member and Guest. Role assignment is a Business feature. Compare permissions Open workspace settings and select Roles. Review the permission table before deciding which role someone needs. Owner: has full workspace access, including workspace deletion. Admin: manages members, billing and workspace settings. Member: works in spaces and creates coFew readers
  • Use the contextual AI bar while you work
    The contextual AI bar lets you ask for help from the page you are using. Its suggestions and available actions adapt to the current area and your workspace's AI access. Ask a question in context Open the relevant task, document, board or settings page. Find the AI bar and review its suggested prompts or context. Enter a focused request, such as “Summarise this board's open work” or “Explain this setting”. Read the answer and check its source information before acting. Open thFew readers
  • Preview files, including HTML and Word attachments
    Open a file inside Edworking to review its contents alongside the work it belongs to. Supported formats can display an inline preview; other files may need to be downloaded. Open a preview Open Files in the relevant space, or open an attachment from its task or conversation. Select the file to open the viewer. Review the content using the controls available for that format. Use the download option if the viewer cannot display the file or you need its original application. CFew readers
  • Review and restore document and task-description versions
    Version history lets you revisit saved editor content in a Doc or task description. It is available on Business. Preview an earlier version Open the Doc or task whose editor content you want to review. Select the history control. Browse the saved versions and select one to preview. Read the preview before deciding whether to restore it. ![Version history displays saved revisions alongside a document preview. Current interface shown.](https://cdn.sanity.io/images/k9mx6lbx/prFew readers
  • Import work from Asana, ClickUp, Jira, Monday, Notion or Trello
    The import assistant copies supported exported work into Edworking. It is a one-time migration, not an ongoing connection to the original tool. The assistant is available on all plans, subject to workspace limits and permissions. Start with one project Open Import in workspace settings. Select Asana, ClickUp, Jira, Monday, Notion or Trello. Read the export instructions for that source and prepare the supported export file. Upload the file, then reviewFew readers
  • Create forms and turn submissions into tasks and documents
    Use Forms to collect requests, project briefs or feedback in a consistent format. Creating forms requires Business. Build a form Open Forms and choose a blank form or a template. Select the destination space and give the form a clear name. Add and edit fields, using the live preview to check the order and wording. Explain what respondents should provide and make only essential fields required. Choose what a submission creates Open After submission. Responses canFew readers
  • Set up two-step verification for your Edworking account
    Two-step verification adds a code from an authenticator app to your sign-in process. Prepare your authenticator Use an authenticator app you can access when signing in. Set aside a secure place for recovery codes before beginning setup. Turn on two-step verification Open your account settings and select Security. Start the two-step verification setup. Follow the on-screen instructions to link your authenticator app. Enter the current six-digit code from the app to confiFew readers
  • Plan with Day, Week and Month calendar views
    Expand the calendar when you need more room to compare commitments, review deadlines or plan the coming week. Choose a view Open the dashboard calendar and select its expand control. Choose Day, Week or Month. Move to the dates you want to review. Use the visibility controls to choose which calendars and work items appear. Select Today to return to the current date. ![Edworking calendar with Day, Week and Month controls and September shown in month view.](httFew readers
  • Connect GitHub issues and pull requests to Edworking tasks
    The native GitHub integration connects development work with Edworking tasks. It is available on all plans. Connect the repositories you need Open the GitHub integration from Edworking's integration settings. Follow the installation flow for the Edworking GitHub App. Select the GitHub account or organisation and the repositories you intend to connect. You need permission to install the app for those repositories. Return to Edworking and review the integration configuration.Few readers
  • Set up and use the Writer AI agent
    Writer helps turn notes into clearer drafts, structured documents and summaries. It is available on Business. Create and configure Writer Open the Agents area. Choose to create a Writer and review its configuration. Explain the audience, type of writing and style your team needs. Review the available task, document, summary and scheduling settings. Save the configuration and open Writer's chat. ![Choose when Writer helps with tasks, documents and summaries.](httpFew readers
  • Read reports and manage report notifications
    Reports help you catch up on personal or space activity. Daily AI team reports and performance statistics are Business features; available reports depend on your workspace setup. Open a report Go to Home and find Latest reports. Check the card's source, date and short preview. Select the report to read it in the report panel. Follow up on relevant tasks or conversations to confirm the details and decide what needs attention. ![A space report card shows its source, previFew readers

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