Collaborate Efficiently on Solutions

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With WorkSpan, you have one central place to collaborate with your team on a Solution. Make Comments and track Activity Logs in your Solution, so the details don't get lost in your email inbox. 

Quick Links

  1. Comment on Solutions
  2. Track Activities on Solutions
  3. Request & Manage Endorsements

Comment on Solutions

No more emails and lost threads to track your team’s progress. Your comments are in context of your specific Solution, consolidated in one place – which makes keeping your team informed and up-to-date attainable and automatic. All one has to do to check the status of your Solution is to view the plan and comments in WorkSpan (and you don’t need to search your inbox like a blind bat 15 minutes before a meeting to know the status).

To learn more about the Comments and Activity log section, click here.

1. To locate your Solution Comments, navigate to the Individual SolutionFor information about navigation, click here.

2. From the Individual Solution Strategy section, scroll down and locate the Comments and Activity Log panel. 

3. By default, the Comments tab in the Comments and Activity Log panel will be displayed. 

4. The Comments tab includes all comments within your Individual Solution. Each comment will include the Member associated to the comment, the comment, date, and time. To learn more about comments, click here.

Note: To quickly engage with team members in the Activity Log, you can click on their profile icon to send a direct message.

5. To add a new comment, click the “Add Comments” button at the top right of the Comments and Activity Log panel. This will open your Individual Solution comment tab where you can view all comments associated to the Individual Solution.

6. Enter your comment at the bottom of your Individual Solution comment section.

7. Press “Enter” on your computer to send your comment.

Note: Guess what! At any point, you can also view your Individual Solution comment section within the WorkSpan WorkCenter. For information about the WorkSpan WorkCenter, click here.

 

Track Activities

1. To locate your Solution Activities, navigate to the Individual SolutionFor more information about navigation, click here.

2. From the Individual Solution Strategy section, scroll down and locate the Comments and Activity Log panel.

3. Click the “Activity Log” tab at the top of the Comments and Activity Log panel.

4. The Activity Log includes system generated activities such as direct updates to the Individual Solution, including updates to associated opportunities, memberships, and tasks/assets. To learn more about the activity log, click here.

5. By default, all information will be displayed. To filter the Activity Log, click any of the corresponding filter buttons including “Pipeline”, “Tasks”, “Membership” and “Assets”.

6. Each activity log will include the Member associated with the activity, the action, date, and time.

7. Unread activities are accompanied by a Red Dot.

8. Click on a “Logged Activity” to navigate to the associated activity.

Note: To quickly engage with team members in the Activity Log, you can click on their profile icon to send a direct message.

 

 

Endorsements

 

View Endorsements

1. Navigate to an Individual SolutionFor more information about navigation, click here.

2. Locate the Endorsement panel in the Individual Solution Strategy section.

3. Here, you can view all the Endorsements associated with the Individual Solution.

 

Request an Endorsement

1. Locate the Endorsement panel in the Individual Solution Strategy section

2. Click “Request Endorsements”

3. In the Request Endorsement tab, enter the name or email of the person you are requesting an endorsement from.

4. Automatically, a note associated with the request is displayed below.

5. To edit this note, click on the “Your Request Note” text box. Enter your changes.

6. Click “Send”

 

Add, Edit, and Remove Your Endorsement

1. Navigate to an Individual SolutionFor more information about navigation, click here.

2. Locate the Endorsement panel in the Individual Solution Strategy section

3. Click the “Edit” icon at the top right of the Endorsement panel.

4. In the Edit Your Endorsement tab, enter your Endorsement description. 

Note: If you would like to Endorse a plan without a description, simply click “Endorse” in the Edit Your Endorsement tab.

5. Once done, click “Endorse”

Note:

If you can’t find a panel, do not worry! Keep an eye out for buttons at the bottom!

  1. Click on the “+ Endorsement” or “+ Request Endorsements” buttons at the very bottom of the Individual Solution to open the corresponding tab.
  2. Enter your endorsement or request and click “Save”.
  3. Once an endorsement has been created, it will appear in the Endorsement panel on the Individual Solution Strategy section.

 

Next Up »

Manage your Joint Solutions

Track Solutions Budget with Expenses

Manage Solutions in Table Views

Create and Edit Custom Metrics

Archiving/Deleting a Solution

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