• Bulk Update Fields using Bulk Actions in real-time

    This article gives you detailed information about how to bulk edit/update fields for an object (E.g., an Opportunity) using “Bulk Actions”. Use Case Change the Name and Description of all the selec...

  • Bulk Actions: Expanding business with faster actions

    What are Bulk Actions?  As more data is created in your programs or KPIs are updated for your program e.g., you add a new KPI for the next fiscal year, you need to make quick updates on Views and M...

  • Inline Edits: Editing multiple rows and columns simultaneously

    Table of Contents1. What is an Inline Edit? Why is it important2. Key Benefits of Inline Editing3. Make Quick Edits using Inline Editing     3.1. Managing Invalid Inputs while Editing 1. What is a...

  • Document Generation based on Object Data

    Exporting Object Data as a PDF File You can now easily export your object data as a PDF file using the new Document Generation feature. The solution lets you tailor all the rich format business doc...

  • Equitable Lead Distribution

    Equitably Distribute Leads and Referrals WorkSpan is now enabled with a uniform and fair trade algorithm to allow you to randomly link a lead / referral to a partner if multiple destination objects...

  • Multi-language Support in WorkSpan

    Table of Contents- Overview- Language Preferences    - Company default language    - User preferred language- Product areas and languages covered for translation     - Standard application strings ...

  • Configure Notification Email Templates

    What is it? You can now setup your own email notification templates in WorkSpan to send most relevant content and actions in the email notifications that are sent out to your user's from WorkSpan. ...

  • Configure Business Process Action

    What is it? You can now setup your business process actions (BPA) in WorkSpan. We have expanded on the universe of workflows and made it ever so more powerful. Such a workflow would consists of tri...

  • Announcing the New WorkSpan User Experience

    Welcome to the new WorkSpan user experience! This document will help guide you through the new architecture and highlight the new features we’ve been hard at work to bring you. For this first phase...

  • Inviting New Users to WorkSpan

    WorkSpan allows you to collaborate with colleagues and partners from your company. Adding a new company to the WorkSpan network requires inviting a user from that company. As a part of the new user...

  • Sharing Multiple/All Objects in WorkSpan With Team Members

    You can share some or all your Partner Programs; Marketing Plans; Activities, Solutions, Sales Plans and Assessments together with one or more members in your network. You can share multiple or a...

  • Removing (Withdrawing) Members From Multiple/All Objects

    As an owner on Partner Programs; Marketing Plans; Activities, Solutions, Sales Plans and Assessments, you can remove (withdraw) members from some or all these objects in your view. You can withdr...

  • Bookmarking in WorkSpan

    In WorkSpan you can easily bookmark sales plans, solutions, opportunities, assets, assessments, and partner programs and navigate to any of your bookmarked items with one click. Steps: Open the sa...

  • Searching in WorkSpan

    The search bar on the homepage and on the top of several landing pages allows you to search in WorkSpan. You can either search the entire WorkSpan network or select a specific module-e.g, campaign...

  • Messaging in WorkSpan

    In WorkSpan you can send direct messages to your contacts. Offline users can also get email notifications that there are direct messages for them on WorkSpan. When they login, a red change indictor...

  • High Priority Notifications

    High Priority Notifications in WorkSpan are field-specific alerts that can update you on changes made to your WorkSpan objects by users or by integrations. You can use High Priority Notifications i...

  • Requesting & Submitting Endorsements

    An endorsement acts as a positive vote for a campaign, program, marketing plan, activity, solution or sales plan. For example, more endorsements from your colleagues can make it easier to get funds...

  • Leaving Objects in WorkSpan

    You can easily leave (withdraw) from objects (Partner Programs, Partner Profiles, Solutions, Sales Plans, Opportunities, Assessments, Campaigns, Programs, Marketing Plans, Activities) that you no l...

  • Managing Team Members and Access Levels Across WorkSpan Objects

    In the Team Members section in an object, you can view all team members on that object, e.g, on partner programs, campaigns, marketing programs, sales plans, solutions, etc. If you are an owner on ...

  • Discoverability Settings

    You can use the Discoverability panel in an object to set up and tailor restricted participant visibility for objects. Once discoverable to a company, employees of the company can find (search) and...

  • Adding Key Dates to Objects in WorkSpan

    Alerts are triggered for all key dates and date ranges entered in your Programs App, Campaigns App, Solutions App, Sales App and other Apps including opportunities, activities, and assets. For exam...

  • Change Log

    You can get a quick summary snapshot of all the recent updates to your objects by navigating to the Change Log section. This is an audit log of updates to the object including: Field updates such ...

  • Adding Guides For Your Objects in WorkSpan

    You can add guides for your objects to provide additional information/assets to members on your object. To add a guide, first add the guide as a content item in the Content Library. Steps: Navigat...

Table Views & Metrics

Use Tables in WorkSpan to view, manage, and edit your data. Use Metrics to track, report on, and share your KPIs.

Tasks and Notes