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Guides Work

Guide · 5 steps

How to use Work

Workspaces and boards with typed columns, views, dashboards and automations. Every client project gets its own board automatically, so delivery is tracked where the work happens.
Work, start to finish · recorded in RAHWE with a made-up demo company
  1. 1

    Start from a template

    Work → Templates

    Pick a workspace template or start empty.

  2. 2

    Shape the board

    Board

    Add columns for status, people, dates, numbers, files and formulas. Switch between table, kanban and calendar.

  3. 3

    Add the team

    Board → Members

    Invite people to the board and assign items.

  4. 4

    Automate the routine

    Board → Automations

    When a status changes, notify someone, move the item or set a date.

  5. 5

    See the big picture

    Work → Dashboards

    Roll up several boards into charts and workload views.

Common questions

Good to know

What is the difference between a project and a board?+

A client project holds the commercial side: client, deal, budget and invoices. Its board holds the work. RAHWE creates the board for you and links them.

Can people outside the company see a board?+

You can share a read-only link to a board when you choose to.

Can I see who is overloaded?+

Yes. The workload view shows each person's assigned items and capacity across boards.

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