Navigate to the “Leads” section and click on the “Add Lead” button On the next screen, you will need to fill in the Lead details as outlined below: Client Details Contact Name: Here you will need to fill in the client name Client: Within this dropdown, you will need to specify the type of client. […]
Woffice CRM is the addon that allows you to enhance your Woffice theme with a full-blown CRM, allowing you to manage and operate multiple elements in your business. Requirements Installation
As of WOffice 4.2.0, you can now modify WOffice Kanban columns to your preference. This can be achieved from the Appearance > Theme Settings > WOffice Kanban > Column Settings section. Default Columns The default columns are TODO, Active,Urgent and Completed. Adding and Deleting Columns This can be achieved as illustrated below: You can have […]
As of WOffice version 4.2.0, you can now display a Kanban of OKRs you have added. To utilize this feature, you would also need to use the latest version of the Woffice OKRs plugin. Once you have the plugin in place, you can create a new page and add a Shortcode to the page to […]
The WOffice Advanced Email Notification plugin can also be used to alter the notifications on task status changes. This can be carried out by carrying out the following steps: 2. Click on the “Edit” link within the “Kanban status change notification” 3. Within the next screen, you will be presented with the builder. The first […]
1. Purchase and download the WOffice Kanban plugin from here 2. Install the plugin from the Plugins > Add New section 3. Navigate to Unyson > Woffice Projects and activate it 4. Access the projects section and create a new project or select to edit a project of your preference 5. Within the Project options, […]
In order to create a Docs to Wiki post; 1.Navigate to the Docs to Wiki > Add New section within your WordPress dashboard 2. Fill in your Docs to Wiki post title 3. Publish the post, move down to the Google Auth token section and authenticate from google 4. Navigate to the “Google Picker” segment […]
The Docs to Wiki plugin requires you to set the following data: In order to set this data, you will need to set up an OAuth 2.0 Client ID and API key by carrying out the steps below: This can be achieved by navigating to this link: https://console.cloud.google.com/projectcreate Here you will need to create your […]
In order to display tasks based on assigned users, for a specific project, you will need to add the Shortcode below within you project / page: [woffice_team_view id=”project_id”] You will need to replace project_id with actual the ID to your project. Below is a sample screenshot on this. Once this is done, you can then […]
In order to display tasks based on assigned users, you will need to carry out the following: Sample Output:
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