📄️ Workup Basics
Workup is designed to be simple to use and follows consistent UI patterns to make it straightforward to learn and use.
📄️ Logging In
You can login to the application at https://app.workup.cloud. Once logged in, Workup will remember your credentials for 30 days so you will not be continually asked to log in.
📄️ Changing Password
You can do this from your profile page by clicking the Change Password button. Your password needs to be at least 8 characters long with a mixture of upper and lower case characters.
📄️ Setting Up Your Profile
Every user in the system has a unique profile page, which holds certain summary information about that user. Each user can control their own profile and what content is viewable to the rest of the organisation.
📄️ Navigating Workup
Workup is designed to be simple to use and is easy to navigate. The left sidebar contains links to the majority of the areas within Workup. Menu items are grouped under the main headers People, Projects, Workflow and Admin.
📄️ Security Overview
Workup has a comprehensive security framework that controls what each user can do and what each user can see. Each user is given one or more security roles by the system administrator that defines what they can do.
📄️ Using Filters
Many pages within Workup provide a list of data items which can be filtered using the filter properties at the top of the page. To filter data, select values in one or more of the filter properties and press Filter to refresh the list. Clear will remove all the filter criteria.
📄️ Request Leave
There are various pages where you can request leave by pressing the Request Leave button, including at the top of the home page. This displays the Request Leave dialog. You can select the leave type (Leave, Sickness etc) and the dates requested; this can be a single date or a range of days.
📄️ Viewing Your Schedule
Workup allows you, your manager or a project manager to schedule your time against specific projects and activities. You can see your current schedule on the home page and on your My Status page.
📄️ My Status
The My Status page shows you the latest data relevent to you and should be the main page that you use on a daily basis in Workup. My Status allows you to view and update the following:
📄️ Team Status
The Team Status page allows managers to manage their direct reports. The Team Status page allows you to view and maintain the following:
📄️ Help and Support
Workup provides this help documentation to provide a comprehensive guide to the application. We will be adding forums, FAQs and video content over time.