WorkStudio Help
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WorkStudio Help
Find practical guides for WorkStudio apps, follow illustrated tutorials, or browse articles in the Knowledge Hub. Choose an app collection below to see its guides, then open the topic that matches your task.
Records
- Genealogy and Family Archives — Three Films Personal
- Your First 10 Minutes in Records General
- Open Records in the Right Context General
- How a Record Is Built General
- Views, Search, and Project Filters in Records General
- Where Is My Information Saved, and Who Can See It? General
- Film and Movie Records Personal
- Person Measurements and Weight History Personal
- Foods, Recipes, Daily Intake, and Nutrition Targets Personal
- Timetable Records and Calendar Exceptions General
- Project Milestones and Presentation Timelines General
- Notes and Checklists General
- People, Companies, and Working Relationships General
- Container / Package Records and PDF Exports General
- Resources, Breakdowns, BOQ, and Cost Reports Company
- Start Your Family History Collection Personal
- Family Relationships Explained Personal
- Choose a Family Chart Personal
- Control Who Appears in a Family Chart Personal
- Customize Your Family Chart Personal
- Read Dates, Lifelines and Historical Context Personal
- Map Your Family’s Birthplaces Personal
- Family Photographs and Evidence Personal
- Export and Share a Family Archive Personal
- Download Family Documents Personal
- Create Resources and Keep Price History Company
- Create a Breakdown from Resources Company
- Create a Project and WBS Company
- Create a BOQ Item and Assign a Breakdown Company
- Choose Project Pricing and Price Sets Company
- Add Indirect Cost to a Project Company
- Add Profit and Check the Final Price Company
- Build a Complete Priced Company Project Company
- Add Documents to a Container / Package General
- Organize WBS, Completion and Document Expiry General
- Export a Container / Package to PDF General
- Notes, Calendar, Countdown or Timetable? General
- Choose the right online view General
- One item across Notes, Calendar and Countdown General
- Show one event in Notes, Calendar and Countdown General
- How to organize daily work in Notes General
- Create and complete a daily checklist General
- Recurring tasks: a series and its occurrences General
- Complete one month and keep the next open General
- Understanding Calendar views and event dates General
- Create an event and review your week General
- Monthly Reporting: From Preparation to Completion Company
- Prepare and track a monthly company report Company
- One Company Project, Connected Information Company
- Cost elements and Budgets: start here General
- Create your first cost element General
- One-time, recurring and variable costs General
- Build your first Budget / Estimate General
- Organize costs with folders, tags and nested budgets General
- Choose a period and understand the total General
- Record full, partial and discounted payments General
- See what is still unpaid or overdue General
- Read and choose your charts General
- Currencies and troubleshooting differences General
- One bill, connected views General
- Attach a cost to a Notes task General
- Paid and completed: how they work together General
- Recurring bills without completing next month General
- Put a bill in the right Calendar General
- Use Countdowns for renewals General
- Review unfinished work at a glance General
- Why didn’t my payment check the task? General
WorkStudio
- Getting Started with WorkStudio General
- Which WorkStudio App Should I Use? General
- Saving in WorkStudio General
- WorkStudio Account Types General
- Use WorkStudio Without an Account General
- Free Account: Storage and AI Allowances General
- Personal Plan: Storage and AI Allowances Personal
- Team and Family Plans: Sharing and Allowances General
- Coordination Team: Planning and Allowances Company
- Space Add-ons General
- Company Plan: Scope and Availability Company
- WorkStudio Context General
- My Account in WorkStudio General
- Manage Access and Invite Users General
- Invitation Messages and Approvals General
- Contacts and Messages in WorkStudio General
- AI Credits and Upload Limits General
- 2-Step Authentication in WorkStudio General
- Terms of Service Guide General
- Privacy Policy Guide General
- Refund Policy Guide General
- Withdrawal Guide General
- Legal Notice Guide General
- Support Policy Guide General
- DPA Guide General
- Copyright Guide General
- Records: Record Anything, Connect Anything General
WorkSpace
- WorkSpace: Boards and Shared Work General
- WorkSpace Panes and Settings General
- WorkSpace FileStudio Pane Options General
- Getting Started with Invoice Manager Company
- Invoice Manager: Import, Register, and Filters Company
- Invoice Details, Payments and Supporting Documents Company
- Invoice Manager: Approval and Trust Company
- Invoice Manager: Storage and Exports Company
WorkFlow
- WorkFlow: Organization Charts and Processes General
- WorkFlow Canvas and Tools General
- Nodes in WorkFlow General
- Links and Flow Direction in WorkFlow General
- Layers in WorkFlow General
- Text and Annotations in WorkFlow General
- File Settings in WorkFlow General
- Saving in WorkFlow General
- Load, Copy, and File Actions in WorkFlow General
- Generate WorkFlow General
- Print Setup in WorkFlow General
- WorkFlow Patterns and Good Practice General
CADStudio
- Getting Started with CADStudio General
- CADStudio Drawing Tools General
- Saving and Loading in CADStudio General
- Layers in CADStudio General
- Z Levels and Selection Reports in CADStudio General
- CADStudio Interface and Controls General
- CADStudio Properties, Notes, Tags and Materials General
- Search and Filters in CADStudio General
- Duplicate Objects and Numbered Notes in CADStudio General
- Snap, Grid, Zoom, and UCS in CADStudio General
- CADStudio File Settings General
Feedback
- Feedback: Bugs, Ideas and Improvements General
- Choose the right app General
- Create feedback General
- Writing clear feedback General
- Voting and monthly priorities General
- Follow progress General
- AI review and My submissions General
- Feedback Participation and Rewards General
- Feedback rules General
TableStudio
- Getting Started with TableStudio General
- Saving in TableStudio General
- TableStudio File Settings General
- Print, Headers, and Footers in TableStudio General
- Conditional Formatting in TableStudio General
- Attach TableStudio Files to FileStudio General
- Export Excel from TableStudio General
- Export PDF from TableStudio General
- Cover Pages in TableStudio PDF Export General
- Add and Manage Cover Pages in TableStudio General
- TableStudio Column Types General
- Column Type: Text General
- Column Type: Number General
- Column Type: Currency General
- Column Type: Date General
- Column Type: Checkbox General
- Column Type: Lookup General
- Column Type: List General
- Column Type: User General
- Column Type: Info General
- Column Type: Document General
- Documents, Info Cells, and Images in TableStudio General
- Charts in TableStudio General
- Locations and Map Charts in TableStudio General
- Geotechnical Charts in TableStudio Company
- Cell Options General
- Derived Formulas General
- Formula Help Pane in TableStudio General
- TableStudio Checkboxes and Sheet Info General
- TOBJ: Embedded tables in TableStudio General
TimeLine
- TimeLine: Gantt Charts and Planning General
- Gantt Column in TimeLine General
- Create a New TimeLine General
- TimeLine Columns General
- Gantt Column Settings General
- Calendars General
- Calendar Exceptions General
- Task Types General
- Milestones General
- WBS and Summary Rows General
- Dependencies and Predecessors General
- Link Display General
- Calculation Engine General
- Display Options General
- Focus Phase View General
- Generate Sample Rows General
- Audit Large Schedules General
- TimeLine and TaskBoard Compatibility General
- Print and Export TimeLine General
- Create Gantt With AI General
TaskBoard
- TaskBoard: Tasks, Boards and Calendars General
- TaskBoard Views General
- List View General
- Calendar View General
- Gantt View General
- Post-it View General
FileStudio
- FileStudio General Guide General
- Registering a Record in FileStudio General
- Main Files, Final Files, and Annexes General
- Selecting and Exporting FileStudio Records General
- REF Chart and Exports in FileStudio General
- Annexes in FileStudio General
- Tags and Annex Tag Inheritance in FileStudio General
- FileStudio Record Fields General
- FileStudio File Settings General
- Document Profiles in FileStudio General
- AI Autofill and OCR Uploads in FileStudio General
- Extracted Text and Document Search General
- AI Summary in FileStudio General
- Planning & Assignments in FileStudio General
- Alerts, Deadlines, and Repeating Series General
- AI Planning Suggestions General
- Exporting Planning & Assignments to PDF General
- IN Code Stamping and Confirmation Email General
DocStudio
- Getting Started with DocStudio General
- Saving in DocStudio General
- DocStudio Templates General
- Create a Template in DocStudio General
- Use a Template in DocStudio General
- Attach DocStudio Files to FileStudio General
- Insert from TableStudio General
- Attach Documents to a DocStudio File General
- Display and Render PDF Documents General
- Crop and Reuse PDF Pages General
- Summarize Attached Documents with AI General
- Extract Actions and Tasks from Documents General
- Use OCR for Scanned PDFs General
- Insert Summaries and Actions into the Document General
- DocStudio AI Translation and Parallel Languages General
Help
- How to Use the Book Index General
- Reading Progress and Article Feedback General
Apps — iPhone & Mac
TableStudio
- TableStudio Functions General
- SUM General
- ROUND / ROUNDUP / ROUNDDOWN General
- CONVERT General
- FINDROW General
- IF / AND / OR General
- Date Formulas General
- TRANSLATE General
Records
- Create Your First Record General
- Connect Records, People and Documents General
- Build a Project, WBS, and Phase Structure Company
- Create and Organize a Movie Collection Personal
- Track Your Weight Over Time Personal
- Foods, Recipes and Daily Nutrition Tracking Personal
- Create a School Timetable Personal
- Show Project Milestones on a Timetable General
- Keep Personal Notes and Checklists Personal
- Build a Company Directory Company
- Create a Document Submission Register Company
- Control Resources and Project Costs Company
- Build Your First Family Collection Personal
- Connect Relatives and Their Evidence Personal
- Explore One Family in Six Charts Personal
- Compare Family Scope and Privacy Personal
- Style a Family Chart for Printing Personal
- Add Dates and Historical Context Personal
- Create a Family Birthplace Map Personal
- Tag a Shared Family Photograph Personal
- Produce a Printable Family Archive Personal
- Download and Inspect Family Documents Personal
- Build a Connected Company Project Company
- Save a Catalog and Review Its Access General
- Create a cost and your first Budget General
- Record a partial payment and settle a discounted bill General
- Review the month and find what is left to pay General
- Handle a variable bill: expected, billed and paid General
- A monthly phone bill: expected, billed, paid and checked General
- An annual renewal in Notes, Calendar and Countdowns General
- One task with several costs General
- A five-minute monthly review General
DocStudio
FileStudio
- Use AI Upload to Register a Document in FileStudio General
- Create and Test a FileStudio Document Profile General
- Add Annexes to a FileStudio Record General
- Review and Export a REF Chart General
- Stamp an IN Code and Prepare a Confirmation Email General
- Select and Export Several FileStudio Records General
- Create and Manage Alerts and Deadlines General
- Annex Summaries and AI Planning Suggestions General
- Export Planning & Assignments to PDF General
TimeLine
TaskBoard
Invoice Manager
WorkStudio
CADStudio
TableStudio
- Prepare a Print-Ready TableStudio Workbook General
- Create a Checklist and Missing Documents Panel General
- Create a Line Chart in TableStudio General
- Create a Map Chart from Locations General
- Convert GPS and Stereo70 Coordinates in TableStudio General
- Create a Geotechnical Cross-Section Company
- Export a TableStudio Workbook to Excel General
Template Library
TableStudio
- Risk Register Template Company
- Meeting Minutes Template for TableStudio General
- Leave Planner Template Company
DocStudio
Digital Workspaces
Information Security
- Passkeys: safer sign-in needs a recovery plan too General
- Cloud encryption: who can read the data, and who holds the keys? General
- Who can keep things running if you cannot access your accounts? General
- Secure File Sharing Best Practices Company
- Access Control: Roles and Least Privilege Company
- Audit Logs: What They Are and Why They Matter Company
- Information Security Basics for Collaborative Work Company
- Why Multi-Factor Authentication Matters General
- Data Retention and Deletion Policies Explained Company
- Working Securely With External Partners Company
- Collaboration Platform Security Checklist Company
- ISO/IEC 27001 Explained in Plain Language Company
Governance
- Document Control Basics for Any Organization Company
- Approval Workflows: How to Make Decisions Traceable Company
- What Is Information Governance? Company
- How to Build a Simple Records Management Process Company
- Data Ownership in Collaborative Projects Company
- GDPR Considerations for Collaboration Platforms Company
Operations & Resilience
Quality & Compliance
Knowledge Work
- A new employee’s first week: access, clarity and a first useful task Company
- Digitise an archive people can actually search and trust General
- JPEG, HEIC, PNG, TIFF and RAW: choose a format for the job General
- Will you still be able to open these files in twenty years? General
- Knowledge Management for Teams Company
- Meeting Minutes and Action Registers Company
BIM & Built Environment
- CATUC: Romanian Permits and Project Documents Company
- BIM in Romania: Legal Rules and Design Documents Company
- Writing an RFI that gets a usable answer Company
- Construction photographs that remain useful after the work is covered Company
- QR codes on site: keep the link useful for the life of the asset Company
- Allowances, contingency and reserves: make the project budget explainable Company
- Within budget but out of cash: understand the project cash-flow gap Company
- What does “60% complete” actually measure? Company
- What an indoor CO₂ monitor can—and cannot—tell you General
- What Is BIM? Company
- ISO 19650 Explained in Plain Language Company
- BIM Execution Plans: Purpose and Contents Company
- openBIM, IFC, BCF, IDS, and bSDD: What They Mean Company
- Information Requirements in BIM: OIR, AIR, PIR, EIR Company
- BIM Level of Information Need Explained Company
- BIM Model Uses: Choosing the Purpose Company
- Model Coordination and Clash Detection Basics Company
- Asset Information and Handover Data in BIM Company
- COBie and Structured Handover Data Company
- Digital Twins for Buildings and Infrastructure Company
- BIM Roles and Responsibility Matrix Company
- BIM Naming, Status, Revision, and Suitability Codes Company