Features
Help guides to different CrowdWorks features. If you are looking for something specific it is probably here.
By Reetta1 author83 articles
Company profile
Articles about company profile
- How to add your calendar to the company profile for meeting bookingGuide on adding a calendar to your company profile card, which enables your company and community members to book meetings with you
- How to add a video to your profileGuide on adding a video to the company profile
- How to add public documents to a company profile?Guide on uploading public documents to your company profile
- How to share your company profileDifferent options on sharing a public company profile
- Market potentialWhat is market potential and how to use the module
- How to add UN impact goals to your profileAdd the UN impact goals to your company profile to demonstrate what kind of impact your company delivers.
- Public company profileLearn about the difference between public company profile and limited company preview.
- Add sections to your Team tab to highlight key members in your network.How to use the sections in the "Team" tab to highlight, for example, your core team or key investors.
- Can I add my cap table to CrowdWorks?How to display the captable for your company.
- How do you make your company profile public?You can turn your limited company profile public to attract more users
- How to change my company name?I want to change the name of my company profile
- How to embed your CrowdWorks company profile widget into your websiteAdd your company profile widget to your website to direct your shareholders and investors to your profile.
- What information is visible on a public profile for visitors?Learn what information will be available for visitors on your company's limited profile
- What information is visible to other users?How to use the "Viewing as" tool to preview what other users see on your profile.
Member management
How to send invitations to your network and how to manage your network
Updates
How to share updates
- How to Create a Company UpdateStep by step guide on creating updates in CrowdWorks and what to post!
- How to write an update to a communityHow to post an update to a community as a company founder
- Public updatesWhat is a public update, who can see it and how to post one.
- How to add a video to a company updateHow to add a video in a company update from YouTube or Vimeo
- How do I pin updates to the top?Guide on how to pin updates to the top of the page and how to remove updates from the top of the page.
- How to add social media posts to an updateGuide to adding social media content to your company updates by sharing an embedded code.
- How to add attachments to updatesRead this guide on adding attachments to your updates
- How to delete a company updateA quick guide on deleting a company update from your company feed or community feed
- Mentioning other people or companies in updates and commentsEnhance communication and collaboration by mentioning people or companies in updates and comments.
- How to embed company profiles in updatesGuide on embedding company profile cards into community updates
- How to show pictures in a grid in an update
- How to share a link to an updateYou can share updates by copying a link to it or sharing it in chat
- How to add photos to an update?Guide on adding pictures in the text field to your update, as well as to the top.
- How to write a community update as the community adminGuide on writing updates in a community. You can choose the audience of your updates in a community and post only to companies or users.
- How to edit an update you have posted
Documents
How to share documents with your connections
- How to add documents and foldersGuide on how to add folders and documents to the document centre on company profile
- How to share documents in a community?Adding documents to the document centre to store important information for founders or investors
- How do you download documents from the Documents?How to find and download Documents from the folder structured document center.
- What file types are supported?List of document types that are supported at the moment in the document centre.
- How to delete a document from the document centreDeleting documents from the document center
Messages
How to send messages
- Sending messages in CrowdWorksHow to send a chat, message requests and 300 character limit
- How to create a group chat?How to send messages to multiple users at the same time?
- How to change the name of a group chat?How to give a unique and more descriptive name to a group chat
- How to accept or decline a message requestMessages from users outside your network will first appear as requests
KPI
How to use the KPI feature
- How to add KPIsGuide on adding your key performance indicator numbers to your company profile
- How to edit the name and unit of a KPI valueGuide on changing the name or the unit of a KPI
- How to edit or add KPI values in the pastI want to add KPI values to the previous months or edit them, how can I do that?
- How to delete a KPIGuide on to deleting a KPI measure from your company profile
- How to embed KPI figures into a company updateLearn how to embed a KPI figure to a company update in order to share it with your shareholders or followers.
Boardroom
How to use the boardroom
- How to activate the Boardroom?Summary of the boardroom features and a quick guide to use them
- How to post a boardroom update?Guide on sharing an update in the boardroom
- How to add boardroom documents?Guide on uploading documents in to the boardroom.
- How to add board members to a boardroomHow to invite board members to your company profile
Labels
How to use labels to manage and filter connections and companies
- Add custom labels to your community membersGuide on how to add custom labels in your people management
- How to add custom labels to community companiesHow to create custom labels in a community and add them to companies
- How to add labels to your company connectionsGuide on creating a custom label in company settings that you can add to a connection
- How to create a new labelGuide on creating a new label on company profile
Events
How to share events in communities and organisations
- How to create, edit, and manage events in your communityAs a community admin you can add your events to your community
- How to create, edit, and manage events on an organisation/corporation profileAs an organisation/corporation admin, you can add your events to your organisation's profile
- How to delete an event
- How to edit an event
- How to add a custom button to your eventGuide on adding a custom call to action button to your event page
- How to change the contact person for an eventHow to add a contact person for an event
- How to embed company profiles into an eventGuide on embedding company profile cards into events