Introduction to Workflo
What Is Workflo?
Workflo is a comprehensive project management and team collaboration platform designed to help organizations of all sizes plan, execute, and track their work — all in one place. Whether you are managing a small team of five or a large enterprise with hundreds of contributors, Workflo provides the structure, flexibility, and visibility your teams need to operate at their best.
Workflo brings together task management, communication, project tracking, reporting, and file management under a single, unified platform. Instead of switching between multiple tools, your team can do everything from assigning tasks to chatting with colleagues — without leaving the application.
Who Is Workflo For?
Workflo is built for professionals and organizations that need to coordinate work across multiple people, projects, and departments. It is used by:
- Marketing and creative agencies managing campaigns, content production, and client deliverables
- Engineering and construction firms tracking project milestones and resource allocation
- Software development teams running agile sprints and managing backlogs
- Human resources departments coordinating hiring pipelines and onboarding processes
- Not-for-profit organizations managing programs, volunteers, and donor relationships
- Any organization that needs a structured, transparent way to get work done
Core Concepts
Before diving into the features, it is helpful to understand how Workflo organizes work. The platform is built around a clear hierarchy:
Organization
Your Organization is the top level of Workflo. It represents your company or institution and contains all of your workspaces, users, and billing information. Think of it as the home base for everything your company does in Workflo.
Workspace
A Workspace is a dedicated environment within your organization — typically representing a department, business unit, or major area of work. For example, a marketing agency might have one workspace for client campaigns, another for internal operations, and another for new business development.
Project
A Project is where work is organized and tracked. Projects live inside workspaces and contain sections and tasks. A project might represent a client campaign, a product launch, a hiring round, or any defined body of work.
Task
A Task is the fundamental unit of work in Workflo. Each task can have a title, description, priority, due date, assignees, attachments, comments, subtasks, and more. Tasks live inside projects but can also exist independently within a workspace.
How It All Fits Together
Organization
└── Workspace (e.g. Brand & Creative)
└── Project (e.g. Q3 Product Launch Campaign)
└── Section (e.g. Strategy, Content, Production, Live)
└── Task (e.g. Design social media asset pack)This structure gives your organization the flexibility to be as simple or as granular as your work requires.
Key Features at a Glance
| Feature | Description |
|---|---|
| Tasks | Create, assign, and track units of work with rich detail |
| Projects | Organize tasks into structured projects with sections |
| Chat | Communicate via direct messages and group channels |
| Portfolios | Monitor multiple projects from a single high-level view |
| Dashboards | Build custom reports and visual summaries of your work |
| Custom Fields | Extend tasks with data fields specific to your workflow |
| Forms | Collect work requests from internal or external stakeholders |
| Notifications | Stay informed about updates relevant to you |
| Filters & Search | Quickly find tasks, projects, and conversations |
Getting Started
To begin using Workflo, your organization’s administrator will set up your organization account and invite you to a workspace. Once you are inside a workspace, you will be able to see the projects you have been added to, view and interact with tasks, and connect with your colleagues through chat.
If you are an administrator setting up Workflo for your organization for the first time, we recommend starting with the following pages in this guide:
- Organizations & Workspaces
- Projects
- User Roles & Permissions
- Subscription Plans