## Voting in meetings

During a meeting, the participants' opinion is frequently requested to facilitate the decision-making process. **Voting** is an excellent way to reach a clear and transparent decision.

The WEDO collaborative platform includes a new feature that allows you to collect votes within your organization efficiently. Let's find out together what is included in this update. 👇🏻

## Digital voting with WEDO

### Add a vote

🗳️ A new block has been added to the editor so you can integrate a vote into your meeting.

Insert a **Vote block** in the topic of your meeting agenda, then enter a _Title_ and a _Description_ to formulate the purpose of the vote:

![](https://wedo-assets.sos-ch-gva-2.exo.io/2022_10_1_voting_en_40e452fa87.gif)

### Define answers

From the voting details panel, enter the possible answers. _Yes_ and _No_ are added by default. If needed, click on the field to change them manually or add other answers.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2022_10_2_voting_en_c81470adcd.gif)

### Manage abstention

If participants have the right to abstain from voting, check the **"Can abstain"** option in the voting details panel.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2022_10_3_voting_en_b741381967.gif)

### Prepare for the voting decision

While preparing a vote, you can already add a **Decision**. When the time comes, you will only have to validate the final decision, which will be added with one click to your meeting minutes. By doing so, you will save precious time during the minutes taking process.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2022_10_4_voting_en_d0a1706fb0.gif)

### Choose how to collect the answers

#### **Option 1 | Direct vote : participants add their answers**

Do you want to encourage a collaborative vote so participants can enter their answers independently? Then choose who can vote by checking the "Vote" option for authorized participants:

![](https://wedo-assets.sos-ch-gva-2.exo.io/2022_10_5_voting_en_239ebb2a90.gif)

🔔 When the meeting is "Validated”, users receive an instant notification and can access all the votes they need to vote on with one click.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2022_10_6_voting_en_9dbfd99719.gif)

🚨 Users haven't voted yet as the deadline approaches? **Send an email request for a vote** to invite them to express their opinion!

![](https://wedo-assets.sos-ch-gva-2.exo.io/2022_10_7_voting_en_350c0a9316.gif)

#### **Option 2 | Proxy vote : the organizer votes for the participants**

Depending on your internal process, it is possible that you carry out votes by show of hands during your meetings or that the organizer wishes to keep the writing on the final entry of the results in WEDO.

The meeting editor can then **Edit results**.

ℹ️ To ensure full transparency, it will be stated that X voted on behalf of Y.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2022_10_8_voting_en_28210a3d41.gif)

#### **Option 3 | Absentee voting: vote collection**

With this collection method, the vote is not nominative; it simply expresses a percentage according to the possible answers (on 100 voters, we collected 60 _Yes_ against 40 _No_).

Thus, after a postal survey, you can record the result of the vote in your meeting minutes after the votes have been counted. Enter the number of votes received for each answer:

![](https://wedo-assets.sos-ch-gva-2.exo.io/2022_10_9_voting_en_eb5225b956.gif)

### Close a vote

If you want to manage the response time of a vote, you can close it at the appropriate time. However, participants will no longer be able to vote after it is closed.

📅 When setting up, you can also set a due date for votes for a meeting.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2022_10_10_voting_en_7d7134e197.gif)

## Use Case: Efficiently manage votes for your boards of directors

With this update, WEDO improves the voting system for your board of directors by offering a simple and efficient digital alternative. During these meetings with a very specific functioning, the shareholders or associates are frequently brought to vote in order to make decisions. The **voting** functionality integrated in the meeting module favors this type of use. WEDO also offers advanced options that will speak to all members of a board of directors. For each meeting, the editor can :

* Allocate shares according to the decisional weight of each voter,
* Require a quorum (minimum number of shares based on those present at the meeting),
* Allow anonymous voting,
* Hide the results of the vote from the participants until the vote is closed.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2022_10_11_voting_en_1_fd9ba95c26.gif)

## The benefits of this update 🗳️🤚🏻

In sum, the **Voting** feature aims to encourage clear, accurate and transparent decision-making by allowing organizations to manage votes during meetings efficiently.

Integrate voting into your meetings today to effectively poll participants' opinions!

![](https://wedo-assets.sos-ch-gva-2.exo.io/2022_10_12_voting_en_1_edae4bd816.gif)

To facilitate the collection of votes and the adoption of decisions, we have integrated a new feature that allows you to vote before or during meetings. In this article you will learn more about the features and benefits of this update.

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Improve decision-making with voting

## What's new in the Files tab 📁

Each workspace in WEDO allows you to share files with the members concerned. For example, in the Files tab, you will find :

* **Files shared** with the workspace: user can easily link them to the tasks or meetings concerned.
* **Files not shared**: find here all the files only attached to the meetings and tasks of the workspace.

To efficiently organize shared files, you can now prioritize them using folders

![](https://wedo-assets.sos-ch-gva-2.exo.io/2022_10_1_files_en_cf7be3f703.gif)

### Create a folder

Optimize your filing system by creating folders to organize your files!

![](https://wedo-assets.sos-ch-gva-2.exo.io/2022_10_2_files_en_93501bcab2.gif)

💡**Tips:**

* Click on the home icon 🏠 to return to the base of the hierarchy.
* To go back, use the back button on the browser (or your mouse 🖱️).

![](https://wedo-assets.sos-ch-gva-2.exo.io/2022_10_3_files_en_6c2bb2a7fc.gif)

### Move files in a folder

Once you have created a tree structure with the folders, you can add the different files. Here are two options:

➡️**Move to…**

![](https://wedo-assets.sos-ch-gva-2.exo.io/2022_10_4_files_en_58fec81e25.gif)

🖱️**Drag and Drop**

![](https://wedo-assets.sos-ch-gva-2.exo.io/2022_10_5_files_en_5c4f10f3d5.gif)

### Quickly perform actions on one or more files

Select your files and use the action bar to :

* Download one or more files (WEDO creates a ZIP file in a few clicks! 📂)
* Move to another folder
* Delete

![](https://wedo-assets.sos-ch-gva-2.exo.io/2022_10_6_files_en_b7c908696b.gif)

💡 From the **`⋮`** button, you can still perform other actions on your files (open, download, rename, replace...) or access a version history.

### Sort files in ascending or descending order

Want to sort a list of files? Click on the column headers to sort by Name, Size, Update Date or User.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2022_10_7_files_en_7c6e02e03d.gif)

## Benefits of this update 🗃️

With these optimizations, create a filing structure today based on your team's work habits so that everyone can easily access the right file.

---

This update is based on feedback from our customers! We hope these new features will make your collaboration and file management easier.

It is now possible to create folders to organize your files in WEDO. This improvement makes it easier for you to find and share documents with other users. Discover the new features to help you create an efficient tree structure to manage your file flow better.

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Organize your files with WEDO

## Manage the duration of your meetings

WEDO's mission is to optimize the duration of your meetings. This new update is in line with this ambition! You can now set the time allocated to each topic on your agenda. This way, you can keep an eye on the duration of your meeting and make sure that you deal with all the points within the maximum time limit. Discover also the latest optimizations made to the meeting module in order to facilitate even more the management and the follow-up of meetings.

## What are the new features to discover?

### Set durations for your topics ⏳

Define a duration for each topic. The time in which you should address the topic is displayed in your table of contents.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2022_05_1_set_durations_for_your_topics_8753edbd1b.gif)

💡 You can manually add a duration to each topic or distribute an identical duration to all topics in your meeting. With one click, you can easily reset the duration calculation!

![](https://wedo-assets.sos-ch-gva-2.exo.io/2022_05_2_set_durations_for_your_topics_f9d50ef905.gif)

If the total duration of your topics exceeds the time allotted to the meeting, the timing appears in red in the topics that cannot be treated within the defined duration. At the bottom of the agenda, you will find the time per topic according to the total duration of the meeting.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2022_05_3_set_durations_for_your_topics_d43528f001.gif)

## Easily rule on your topics during the meeting

### Recurring topic 🔁

In your weekly meeting, a topic comes up on the agenda every week? Make this topic recurring so that they automatically appear on the agenda of upcoming meetings.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2022_05_4_recurring_topic_f762765a34.gif)

💡 An icon 🔁 appears in the table of contents to see which topics are recurring. When the icon turns blue, it means that you have dealt with a recurring item during the current meeting. The blue icons therefore correspond to the stage _Ongoing_.

ℹ️ If the icon is grayed out, it means that you have simply scheduled the recurrence of the topic but have not yet ruled on it in the current meeting. The grayed out icons therefore correspond to the stage _Preparation_.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2022_05_5_recurring_topic_cc7709f1e7.gif)

### Address topic ✅

During the meeting, move through your agenda by clicking on **Address** when a topic does not require further discussion. In the table of contents on the left, the topics you have dealt with are followed by an icon ✅.

💡 The green icon informs you that this topic has been dealt with and will not be revisited at a future meeting.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2022_05_6_address_topic_9bf786cd1f.gif)

### Revisit a topic ➡️

It often happens that a topic is discussed at several meetings. Click on **Revisit** if you wish to discuss the topic again during the next meeting. From the button with the three vertical dots **`⋮`** you can choose when you want to revisit the topic.

💡 An icon ➡️ appears in the table of contents for all reviewed topics. When the icon turns **blue**, it means that you have dealt with a reviewed item during the current meeting. The blue icons therefore correspond to the stage _Ongoing_.

ℹ️ If the icon is grayed out, it means that you have simply scheduled the review of the topic but have not yet ruled on it in the current meeting. The grayed out icons therefore correspond to the stage _Preparation_.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2022_05_7_revisit_a_topic_d6a59eea3e.gif)

## Show/hide meetings in the add meeting window 👁️

Now you can choose to hide meetings templates in the add meeting window. This way, you can keep only the templates you use regularly.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2022_05_8_show_hide_meetings_f947d943de.gif)

## Hide progress footer 🧑🏻‍🎓

Don't want to see the footer with the embedded training? You can hide it in a few clicks!

![](https://wedo-assets.sos-ch-gva-2.exo.io/2022_05_9_hide_progress_footer_d15af07b15.gif)

# What are the advantages of this update? ✨

* You can carefully manage the duration of your meeting by allocating time to each topic on your agenda.
* You can quickly see if the number of topics and their duration exceed the total time dedicated to the meeting.
* Thanks to the icons in the table of contents, you can see if the topic is recurrent, reviewed or treated.
* The colors of the icons in the table of contents allow you to see if the topic is scheduled as _recurring_ or revisited (gray icon) or if you have decided on the topic during the current meeting (blue icon).
* You only display what is useful to you on your interface - you can hide the meeting templates and the training integrated in the footer.

---

This update is based on feedback from our customers! The numerous feedbacks from our users motivate the continuous development of our platform. We hope these new features will make your work of preparing, writing and following up meetings easier. 😃

With this new update, we allow you to manage the duration of your meetings. You can now set a timer for each topic of your meeting. We also take advantage of this update to bring some improvements, especially concerning the functionality to decide on your meeting topics. Discover all the new features available today on our platform.

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Manage the duration of your meetings

## The new meeting module is online!

A core mission of our collaborative solution is to enable organizations to manage their meetings easily and efficiently. To keep our promise, we are continuously improving the meeting module. _Meeting Topics_ is the codename for this update, which includes many new features in this module. New concepts are also introduced as part of this update. In this article, you can discover all the innovations we have developed to make it easier for you to manage your meetings

## What are the new functionalities?

### Recurring meetings

Do you manage weekly, monthly or quarterly meetings? Use the recurring meeting feature to schedule your meetings in advance! Your meetings will have a consistent structure and you can choose during the meetings which topics to be discussed in the next meeting.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2021_12_1_recurring_meetings_b90fe5e9a4.png)

### Follow-up a meeting

Your meetings do not take place in a regular rhythm? You can still create the meetings in advance. Add already a meeting based on the previous one.

### Navigation between meetings

Whether recurring or sequential meetings: You can switch between meetings with the new buttons in the top left and top right. A banner then also shows you whether you are in a past or future meeting and allows you to return to the current meeting in one click.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2021_12_2_navigation_between_meetings_66978e089c.png)

### Multi-level agenda: Introduction of sections

Sections allow you to structure the agenda. In them, the topics can be structured properly. You can create an agenda with multiple levels by adding additional sections (1\. - 1.1 - 1.1.1 etc.). 💡Do you have all agenda items on the same level? Then you can easily add only topics.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2021_12_3_multi_level_agenda_482cdde854.png)

ℹ️ The content of an agenda item is added to the topics in each case. The sections are exclusively to structure the agenda.

### Introduction of the "Topics”

#### What is a topic?

The topics are contents to work on during a meeting. They represent the items on the agenda to be discussed.

#### Recurring topics

Do you have an item in your weekly meeting that you want to discuss every week? Turn on the recurrence for this topic so that it is automatically scheduled in each upcoming meeting.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2021_12_4_recurring_topics_95b25733c8.png)

#### Addressed topics

If you have completed an agenda topic during the meeting, we recommend confirming this by clicking on Address and moving on in the agenda list. On the left side in the overview, you can see by the gray symbol ✅ which topics are completed.

#### Revisit topic

It often happens that a topic needs to be discussed again in the next meeting. In this case, you can click the Revisit button.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2021_12_5_addressed_revisit_topics_f0daa0cb1a.png)

👆🏻 Good to know:

* Whether recurring or consecutive meetings: The topic does not necessarily have to be discussed in the next one. With a click on **⋮** the relevant meeting can be selected.
* A topic that is revisited again also automatically receives a gray check mark in the overview. In this way, you can make rapid progress in taking minutes.

#### Postpone a topic

You don't have time to deal with a topic during your meeting? Postpone it to a future date! The topic will be moved to the agenda of the selected meeting.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2021_12_6_postpone_topic_c7ede8eacd.png)

#### Add several presenters

It is now possible to add several presenters for the same theme.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2021_12_7_add_several_presenters_c55b120956.png)

#### Navigate between topics

Navigate between the different topics using the table of contents. In the card view, you can also use the left or right arrows to go to the previous or next topic.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2021_12_8_navigate_between_topics_e8f012dfe7.png)

### Reviewing of the editor

#### Blocks

Hover over the left margin and click on the + button to add a block in a topic.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2021_12_9_add_bloc_8f25998293.png)

#### Adding blocks using the command "/"

Use the command to add blocks. Type **`/`**, followed by the first letters of the block name you want to add and press `enter`.

👍🏻 No need for your mouse anymore! 🖱️This option saves you precious time when writing your meeting minutes.

#### See "Who created / modified text?"

Hover over a block to see who created or edited it.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2021_12_10_who_created_modified_text_ae3768f356.png)

#### Topic version history

Consult the history to see the modifications of the topic's content.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2021_12_11_topic_version_history_6da24460bb.png)

### Role-based and section-based rights management

#### User roles

By default, there are 4 roles in WEDO:

* **Editor**
* **Participant**
* **Reader**
* **No access**

For each of these roles, rights are set by default. Click on a role to view the details of the access rights and the different options. If necessary, you can modify the rights of the **Participant** and **Reader** roles by checking the desired options according to the stages of the meeting.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2021_12_12_user_roles_f0e789cd72.png)

#### Add a role

In some use cases you may need an additional role, for example to manage the rights of external participants. You can then **add a role** and set the appropriate parameters.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2021_12_13_external_role_2e82536a23.png)

#### Choose a role per section

One of the participants cannot access all the items of your meeting? Choose their role for each section of your agenda.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2021_12_14_role_per_section_ce19cc88e4.png)

### Next meeting: import content or start from scratch

You can now decide for each topic if you want to import content from the previous meeting or start from scratch. 👆🏻

![](https://wedo-assets.sos-ch-gva-2.exo.io/2021_12_15_import_content_start_from_scratch_76b5448990.png)

### Preview of the agenda before importing

You already have an agenda in a Word document or any other medium? Paste it into WEDO to create your table of contents in a few clicks. View the result and choose what you want to import.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2021_12_16_agenda_import_preview_bf09308bf5.png)

### PDF export and layout

The configuration of the PDF export of a meeting has been greatly improved!

* Choose what you want to display (elements, sections and topics, blocks)
* Include attached files at the end of the document
* Change the font and colors
* Determine the layout (orientation and margins)

💡Click **Generate** to preview your export.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2021_12_17_pdf_export_87f2010852.png)

### Filters on the Meetings tab

The Meetings tab has new default filters. From a specific workspace or from your personal space, find the **Upcoming**, those of **This week** and the **Past** meetings.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2021_12_18_filters_meetings_tab_9144b7c96d.png)

### New search by topics and blocks

🔎 Easily find the information documented in your meetings. The keyword search is now more contextual with the **Topics** tab and more precise with the **Meeting** Blocks tab.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2021_12_19_search_by_topics_blocks_3296201af1.png)

## What are the main benefits of this update?

* In general, you will have a better follow-up of your meetings.
* You can prepare the agendas of your meetings in advance.
* The content of an upcoming meeting can be created dynamically thanks to the possibility of deciding on topics.
* You save time when writing your minutes.

## Improvements developed according to your feedback

This update is based on feedback from our customers! The numerous feedbacks from our users motivate the continuous development of our platform. We hope that these new features will facilitate your work in preparing, writing and following up meetings.

We remain at your disposal via the platform's support for any question. Do not hesitate to contact our team. 😃

We wish you a good time discovering the new WEDO Meetings module!

A brand new Meeting module to end the year 2021 in style. Improved design, dynamic options, recurring meetings & new concepts: so many innovations to discover with our "Meeting Topics" update. In this article, we introduce you to the new features that will facilitate your work before, during and after your meetings.

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Discover the new Meeting module of WEDO

## Manage your project

WEDO improves and facilitates the management of your projects. Through this article, discover the new features available online.

- Plan your projects and follow up on their tasks
- Add statuses to keep your team informed about the progress of the project
- Get an overview of the progress of all ongoing projects

### Plan your project
You can define a start date and a due date for a workspace if it represents a project. By limiting the duration of your project, you allow all the members of your team to keep the objectives in mind while respecting the time allowed to achieve them. If necessary, it is possible to modify these dates at any time. The date of your project passed while tasks were still in progress? You can see how many days past the deadline. Keep your team on track and complete your projects on time!

![1-planifiez-votre-projet.gif](https://wedo-assets.sos-ch-gva-2.exo.io/1_planifiez_votre_projet_a81588b8c3.gif)

### Manage tasks
Assign project tasks to your team members to keep them informed of the work. In addition to giving your workspace a deadline, define the deadlines for each job to best plan your project. This way, your colleagues will know exactly what is expected of them.

![2-gerez-les-taches.gif](https://wedo-assets.sos-ch-gva-2.exo.io/2_gerez_les_taches_c9188b6004.gif)

To get organized efficiently, chat with your team members via the comment field in the details pane of each task. With the task manager, your teams can manage their work and collaborate efficiently and intuitively.

![3-gerez-les-taches.gif](https://wedo-assets.sos-ch-gva-2.exo.io/3_gerez_les_taches_9731c11292.gif)

### Keep your team informed

Do you have a critical piece of information to share with your team about the project at hand? Then, add a status to your workspace to notify your colleagues. To help, there are 3 types of status:

- **On schedule:** your project is going well, you can add a title and a description in the status to specify the project phase, for example.
- **At risk:** the project's progress is threatened, you can inform your team about the reasons for this update.
- **Late:** the due date will not be respected, you can inform your team about the reasons for this delay and update the due date if necessary.

As mentioned, when you define a status, you can add a title and a description so that your team is always informed of possible changes impacting the project's progress.

![4-tenez-votre-equipe-informee.gif](https://wedo-assets.sos-ch-gva-2.exo.io/4_tenez_votre_equipe_informee_0104ec4cf4.gif)

### Check your project's progress
To give a quick overview of your project's progress, a progress bar changes as tasks are completed. This view allows you to see a project's significant status updates quickly. In addition, the system shows the number of tasks in progress and finished and the number of days remaining before the project deadline.

![5-visualisez-lavancement-de-votre-projet.gif](https://wedo-assets.sos-ch-gva-2.exo.io/5_visualisez_lavancement_de_votre_projet_33ef9af451.gif)

## Manage all your projects
You are responsible for several projects and need a quick overview of their progress? WEDO allows you to view your workspaces in two different ways:
- **In mosaic:** the spaces are represented in the form of cards
- **In list:** the workspaces are listed, and you can sort them by name, status, progress, or deadline.

For both types of display, a progress bar informs you of the progress of each project, whether it has a deadline (blue gauge) or is ongoing (gray gauge).

![6-pilotez-lesemble-de-vos-projets.gif](https://wedo-assets.sos-ch-gva-2.exo.io/6_pilotez_lesemble_de_vos_projets_257d8fcb11.gif)

WEDO allows you to keep an eye on your objectives and the progress of your projects grouped on the same platform. Your teams are informed in real-time of the progress of tasks and the latest project updates. They can collaborate efficiently in person or remotely. With WEDO, it has never been easier to get organized!

Want more details about these features? Check out the new collection in our help center.

::button-primary[Go to the "Projects" collection]{link="https://help.wedo.swiss/en/collections/2435444-projects"}

WEDO improves and facilitates the management of your projects. Through this article, discover the new features available online. Plan your projects and follow up on the resulting tasks. Add statuses to keep your team informed about the progress of the project. Finally, get an overview of the progress of all ongoing projects.

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Project management

> Because feedback from our users is essential to our developments, we have favoured a few recurring requests for this new version. We are thus offering you a variety of new features that will facilitate your daily use of WEDO. 

##  1 - Duplicating a task 

[Duplicate a task](https://help.wedo.swiss/fr/articles/3738725-dupliquer-une-tache) and delegate duplicates directly to your colleagues! All the information in the task detail panel can be duplicated to save you valuable time.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2020_02_1_duplicate_task_wedo_1024x575_7663223f56.png)

## 2 - Duplicating an item in a meeting

In addition to tasks, you also have the ability to duplicate elements of your meeting: paragraphs, decisions, and private notes.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2020_02_2_duplicate_item_wedo_1024x575_c409146840.png)

## 3 - Subscribe to a workspace

[Subscribe to a workspace](https://help.wedo.swiss/fr/articles/3742045-s-abonner-a-un-espace-de-travail) so you don't miss any information about it! You will be notified each time a task is created or shared in the space.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2020_02_3_subscride_to_a_workspace_wedo_1024x575_a34d084d92.png)

## 4 - Sort your search results

When your network is well provided, it is sometimes complicated to find the right information. In order to facilitate this work, you can now sort your search results according to different sorting modes:

* For tasks > by status, planned date, or due date.
* For meetings > by relevance or by date

![](https://wedo-assets.sos-ch-gva-2.exo.io/2020_02_4_sort_search_results_wedo_1024x575_1ddedbbc9d.png)

## 5 - Search through paragraphs

Via the [global search](https://help.wedo.swiss/fr/articles/2614124-la-recherche) you can now search through the paragraphs of your meetings. This makes it much easier to quickly find the right information!

![](https://wedo-assets.sos-ch-gva-2.exo.io/2020_02_5_search_through_paragraph_1024x575_19b6e6a92a.png)

## 6 - Reschedule a checklist

You need to [change the reference date](https://help.wedo.swiss/fr/articles/3749044-modifier-la-date-de-reference-d-une-checklist) of a current checklist? Enter the new date so that all current tasks are automatically rescheduled according to it!

![](https://wedo-assets.sos-ch-gva-2.exo.io/2020_02_6_replan_a_checklist_wedo_1024x575_aebc632b52.png)

## 7 - Add private notes at each step of the meeting

You can personally annotate a meeting regardless of its stage and your access rights. This allows each participant to efficiently prepare their interventions directly from WEDO.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2020_02_7_private_note_wedo_1_1024x575_598347d64c.png)

## 8 - Go to the teams page

Access a page grouping [all the teams in your network](https://help.wedo.swiss/fr/articles/3742172-la-page-des-equipes) to get an overview. Filter teams using the Member / Non-member / All buttons. Choose your favorite teams by clicking on the heart icon. These are displayed in your main menu on the left side of the screen so that you can quickly access them.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2020_02_8_page_teams_1024x575_239f6fe825.png)

## 9 - Joining a team

[Ask to join a team](https://help.wedo.swiss/fr/articles/3742258-rejoindre-une-equipe) in your network to collaborate with your colleagues. The moderators will then have to approve your request and you will be able to access the workspaces and checklist templates of the team concerned.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2020_02_9_join_a_team_1024x575_191c42cdcb.png)

Duplicating a task or an element of your meeting, subscribing to a workspace, sorting your search results...so many new features that will improve your daily work.

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WEDO V42: 9 enhancements to discover

## Rights management in meetings

In order to make meeting access rights even more flexible, we have added an option that will allow you to choose the specific items to which an attendee can have access. Here are the different access rights that are available: 

![](https://wedo-assets.sos-ch-gva-2.exo.io/2019_11_1_droits_dacces_2_1024x715_488919b57e.png)

### Manage rights for each item

When you select the purple option to manage rights specifically, you must define the attendee’s access rights for each item. 

In the following example, _Cécile Mayor,_ quality manager, has access to most of the items in read-only mode and can edit items 3 and 5\. However, she will not be able to see the _Finance_ and _Human Resources_ items.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2019_11_3_gest1_1024x575_683ccc9ce0.png)

### Manage rights according to the meeting status 

You can also set the access rights according to the status of the meeting. By default, those having editing rights (green icon) can modify the items in each step. For instance, _Christiane Pittet_ can modify the content of the meeting regardless of its status:

1. Meeting agenda in preparation
2. Meeting agenda validated
3. Meeting minutes currently written
4. Meeting minutes in review

![](https://wedo-assets.sos-ch-gva-2.exo.io/2019_11_4_gestion_des_droits_par_etape_1024x575_e231624190.png)

However, if you do not want _Christiane_ to be able to edit the meeting agenda once it has been validated, you can modify the access rights according to the status of the meeting. Hence, attendees will only have reader rights once the meeting agenda has been validated.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2019_11_5_gestion_des_droits_par_etape_1024x575_906a13b44a.png)

For attendees who have reader rights only, you can prevent them from seeing the meeting agenda at certain steps. This can be useful if you wish that the draft steps (1 and 4) cannot be seen by other attendees. 

![](https://wedo-assets.sos-ch-gva-2.exo.io/2019_11_6_gestion_des_droits_par_etape_1024x575_ed356b36db.png)

## Complete tasks

From now on, complete your tasks by selecting the check boxes that precede them. Please note that you can always prioritize your tasks : the option to define a priority has simply been moved to the end of the line. 

![](https://wedo-assets.sos-ch-gva-2.exo.io/2019_11_7_terminer_des_taches_1024x575_ea695332f7.png)

Rights management in meetings has been revised to allow you to choose precisely who can see and modify the items of the meeting agenda. Another new feature: the version 40 of WEDO allows you to complete your tasks with just one click. 

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Rights management in meetings revised

## Terminology changes

Our terminology has been adapted. **Paragraphs** allow you to add a text box visible to all the attendees of a meeting. **Notes** are private and only visible to the user who adds them. An easy way to distinguish them is by their yellow background.

## Private notes

From now on, it is possible to add private notes to the items of your meeting agenda. This allows you to prepare your interventions for the upcoming meeting or to add private notes during the meeting. 

![](https://wedo-assets.sos-ch-gva-2.exo.io/2019_09_1_notes_privees_1024x575_a6cdb0cb62.png)

## Converting elements

If you wish to share your private note with the other attendees, you can simply convert it into a paragraph. 

![](https://wedo-assets.sos-ch-gva-2.exo.io/2019_09_2_convertir_note_en_paragraphe_1024x575_a92c2a02b7.png)

To save valuable time, you can also convert most of the other elements: 

![](https://wedo-assets.sos-ch-gva-2.exo.io/2019_09_3_conversion_d_elements_1_1024x329_220931708f.png)

Please note that it is not possible to convert a task into another element! 

## Ordering items

It is possible to order all the items of the meeting. Simply drag and drop an item to reorder it. 

![](https://wedo-assets.sos-ch-gva-2.exo.io/2019_09_4_ordre_de_elements_1024x575_124c4c92c0.png)

## Option « Table of attendees »

If you wish to have a detailed contact list of the meeting attendees, there is an option accessible through the settings of a meeting. 

![](https://wedo-assets.sos-ch-gva-2.exo.io/2019_09_5_parametres_dune_reunion_1024x575_6ea65fc9df.png)

By selecting « extended table view » in the settings of the meeting, the table will appear in steps 2, 4 and 5\. The coordinates of the attendees are listed according to the information of each user’s profile. 

![](https://wedo-assets.sos-ch-gva-2.exo.io/2019_09_6_tableau_des_participants_1024x575_ac91837cea.png)

During the editing steps, the meeting agenda in preparation and the drafting of the meeting minutes, you can manually edit an attendee’s contact information. It is also possible to change an attendee’s function for a specific meeting. 

![](https://wedo-assets.sos-ch-gva-2.exo.io/2019_09_7_editer_un_participant_1024x575_ce2682d04e.png)

## Link between a task and a meeting 

Tasks created in a meeting have a link in their details pane that allows you to easily access an item of the meeting agenda. This will allow you to view the task in its context of creation. 

![](https://wedo-assets.sos-ch-gva-2.exo.io/2019_09_8_lien_tache_reunion_1024x575_19c86d6606.png)

## General ergonomics

### Use the new + button to easily create content. 

You can create your **Workspaces**, **Checklist templates**, **Teams** and **Users** from the + button which is found in the heading at the top of the page.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2019_09_9_bouton_plus_1024x575_be06c4f954.png)

### Take advantage of the shortcuts in the main menu

Three buttons have been added to the menu for an easy access to the **Workspaces** and **Checklist templates** to which you have access, as well as to the **Users** page.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2019_09_10_raccourcis_menu_principal_1024x575_983d87326b.png)

The main menu has been redesigned for simplicity and efficiency; and presents a new palette of colors. 

Private notes allow you to prepare your interventions confidentially during meetings. This latest update includes a new platform design and new functionalities described in the following article. 

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Add private notes to your meetings

## 1 - Choose the density when exporting a report

More flexibility in the layout of your reports! Choose now the density of the exported document. Three densities are offered during configuration: compact, normal or wide. 

![](https://wedo-assets.sos-ch-gva-2.exo.io/2019_08_1_choisir_la_densite_1024x575_dff2e5545b.png)

## 2 - Assigning a logo to a team or workspace 

Until now, the logo of your organization chosen via the network settings was included in the header of all documents exported from WEDO. So that you can customize your exports - task lists or meeting minutes - you can now: assign a logo to a team and/or assign a logo to a workspace.

The choice of the logo is made from the parameters. Please refer to the following two articles to discover the functionality in detail :

[Team settings](https://help.wedo.swiss/fr/articles/3284167-parametres-d-une-equipe)

![](https://wedo-assets.sos-ch-gva-2.exo.io/2019_08_2_prametres_equipe_logo_1024x575_738ea1db00.png)

[Workspace settings](https://help.wedo.swiss/fr/articles/2576110-parametres-d-un-espace-de-travail)

![](https://wedo-assets.sos-ch-gva-2.exo.io/2019_08_3_prametres_espace_logo_1024x575_0929b05e02.png)

## 3 - Duplicating a workspace

With this update, you can now [duplicate a workspace](https://help.wedo.swiss/fr/articles/3284132-dupliquer-un-espace-de-travail). Duplication allows you to create a new workspace and take over all tasks and the contents of their detail panes. Completed tasks are also resumed.

### What are the benefits of this feature?

When setting up the network, you will save valuable time by duplicating workspaces that have a similar structure. It will not be necessary to set them up manually one by one! 

Another use case: in your network, many workspaces represent projects. Duplicate a workspace to plan a new project based on a previous one.

In the example below, the _Renovation Building A_ workspace is duplicated for a new, similar project.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2019_08_4_dupliquer_un_espace_de_travail_1024x575_75d7006620.png)

## 4 - Duplicating a checklist template

You can also [duplicate a checklist template](https://help.wedo.swiss/fr/articles/3284149-dupliquer-un-modele-de-checklists). Duplication allows you to create a new template and take over all tasks and the contents of their detail panes. Completed tasks are also resumed.

### What is the major advantage of this feature?

In your organization, you need to maintain procedures that have a similar structure and content. Duplicate a checklist template to save time and then link the duplicates to the teams involved in the procedure!

In the example below, the template _Onboarding collaborator_ is duplicated in order to be linked to the _Administration_ team.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2019_08_5_dupliquer_un_modele_de_checklists_1024x575_16101c1580.png)

## 5 - Delegating a task using a user's initials

To delegate a task to a colleague, simply enter their initials in the field provided. 

The procedure is the same for all places that have a field to search for a user: you only have to enter the initials of the person concerned to find him/her quickly!

![](https://wedo-assets.sos-ch-gva-2.exo.io/2019_08_6_recherche_utilisateur_par_initiales_1024x575_0b243fbce9.png)

## 6 - Instant search

Search indexing is now instantaneous! For example, if you create a task, it is directly accessible via the search tool. The same goes for searching through meetings, decisions or files. In the search results, WEDO shows you the number of hits found.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2019_08_7_recherche_instantane_1024x575_5243339e50.png)

Multiple new features for version 38 of WEDO: change the density of exported documents, assign a logo to your teams and workspaces, duplicate your checklist spaces and templates, and take advantage of the improvements made to the search tool. 

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WEDO V38: 6 improvements to discover

It's time to get out the brooms and rags to do spring cleaning in your task lists and work environment! Take the opportunity to throw out anything that is no longer needed, update what needs to be updated and focus on the most critical tasks.

Sorting and cleaning your to-do lists will have a beneficial effect on your productivity. All you have to do is block off an hour in your calendar, pour yourself a cup of coffee, start your favorite playlist, and get to work!

## Here are some steps to get your projects in order:

1. Make a list of all your current tasks - this will allow you to see the scope of your current and upcoming projects so you can anticipate a possible lack of resources and prevent potential delays. For more clarity in tracking your projects, it is recommended to use a task manager that will allow you to centralize your tasks and those of your colleagues.
2. Prioritize your tasks - this will help you focus on the most critical tasks with the shortest due dates and the most severe consequences for poor execution.
3. Evaluate your tasks - ask yourself if all tasks are necessary, still relevant, or could be updated or deleted.
4. Eliminate redundant or unnecessary tasks - free up time and resources to focus on more important tasks.
5. Update your tasks - if they need updating, change them to keep them relevant.
6. Delegate - if a task doesn't seem relevant to your skills or job description, discuss with your colleagues and supervisors whether you should delegate it to a colleague.

Beyond your task lists, you can extend your spring cleaning to your work environment. Get rid of unnecessary things and rethink your organization to make a fresh start.

1. Spend a few minutes on your personal storage space, such as a locker or drawer. File or scan documents that must be filed to eliminate unnecessary or non-functional items.
2. Your mind will be lightened with an orderly workstation. To do this, sort out your desk. Put away your documents, throw away pens that haven't had ink in months, and collect all your *Post-its* and notes encroaching on your space. A digitalized task and note manager is highly recommended to avoid forgetting information written on loose sheets.
3. Sort out your computer desktop. Computer screens are often overwhelmed with files left there "momentarily" Here is an opportunity to sort or delete them to rediscover your desktop.

Spring cleaning is a rite of passage that guarantees guaranteed satisfaction and well-being, even if sometimes perceived as a chore.

If you want to digitalize, centralize and manage tasks collaboratively within your company, request a free demo of the WEDO collaborative platform.

::button-primary[Schedule a live demo]{link="/demo"}

It's time to get out the brooms and rags to do spring cleaning in your task lists and work environment! Discover our tips.

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Task Management: The Big Spring Clean!

## What is agility?

According to Jérôme Barrand, head of the Institute of Organisational Agility in Grenoble, agility is the capacity of a company to be reactive, flexible and innovative. It must also be able to anticipate future changes in order to adapt to them. It cannot wait for the environment in which it operates to force it to do so.

To be able to face these challenges, human-sized work teams must be learning, connected and autonomous. The aim is for everyone to find their place in the team and thus have a global vision of the company's organisational systems. Also, the agile culture advocates a light but sufficient hierarchical framework. The human element as well as communication are central to the organisation[^1] [^2]

## SCRUM method

Different methods exist to help companies in their quest for agility. SCRUM, which originated in the IT world, but which is becoming more and more popular, is one of them and is very widespread. This iterative and adaptive method always seeks a collective optimum[^3]

The first form of SCRUM appeared in an article by Takeuchi and Nonaka in 1986. They compare the so-called traditional approach to "a relay race" and the so-called holistic approach to "a rugby scrum" (SCRUM). "The relay race is a development process where teams of specialists pass the baton to each other once they have completed their task.  In contrast, in the "rugby" approach, where specialists try to complete the task by passing the ball from back to front (as in a rugby team), the development process is totally different. [^4]

Indeed, the SCRUM method, officially developed by Ken Schwaber and Jeff Sutherland a few years after this first article, is based on short cycles called "sprints". These usually last between one and four weeks. Each sprint begins with a planning meeting where the team defines the goals to be achieved and the tasks to be accomplished. During the sprint, the team works independently to achieve the defined goals. Every day, the team meets for a short follow-up meeting called "Daily SCRUM". During this meeting, each team member presents what they have accomplished since the last meeting and what they plan to do during the day.

At the end of each sprint, the team meets for a retrospective, during which they evaluate their progress and look for ways to improve the development process for the next sprints.

The SCRUM method is particularly useful for projects that are subject to frequent changes or where it is difficult to plan all the details in advance. It allows for rapid delivery of high quality products, close collaboration between team members and better responsiveness to changes. [^5]

Unlike traditional project methods, SCRUM does not plan years in advance and present a solution only at the end of the project. The goal of SCRUM is to divide the business requirements into the smallest possible increments and thus deliver many, finished results in short intervals. In this way, it is possible to take action after each sprint should a requirement or priority change. This not only saves time and costs, but also keeps the process agile and customer-oriented.

## Why WEDO is ideal for an agile company

In accordance with the above explanations, it is understood that the agile method is in fact a culture and a state of mind that must be spread throughout the company. David Preti, in his article "Doing Agile" versus "Being Agile", also shares this vision:

>Agility is not defined by a set of practices, but rather by a state of mind that one cultivates.   [^6]

WEDO presents itself as the ideal tool to cultivate this mindset and share an agile culture within the company. Indeed, thanks to WEDO, it is possible to efficiently manage the different types of meetings of the SCRUM method, but not only. The collaborative platform also allows you to be permanently connected to information and to your team members. Whether you are working from home or from the office, communication is easy. In addition, WEDO's teams and workspaces make the company more responsive and better organised. Each team member can easily consult their tasks and have a clear overview of what they have to do. This task overview can also be displayed in Kanban view, which is particularly useful for project management.

## The limits of the agile method

But then why hasn't the agile method, which sounds so beneficial in theory, already found its way into all companies?

The fifteenth edition of the State of Agile report, produced by the company [digital.ai](https://www.notion.so/Marketing-Archive-54946373b74e43eb98b5d502b858035c), provides some answers. According to the report, the main problems identified by more than 1,380 people worldwide in the adoption and practice of agile are the following:

- Inconsistent processes and practices between teams - 46%.
- Organisational culture not aligned with agile values - 43%.
- Resistance to change from the overall organisation - 42%.
- Lack of competence/experience with agile methods - 42%.
- Insufficient leadership involvement - 41%.
- Insufficient management support and sponsorship - 40%.

The report states that the main challenges mentioned above have remained largely unchanged in recent years. [^7]

Interestingly, then, these problems are not new and unknown. Other articles on this topic also point out the same limitations.

In summary, it is essential for a company that wants to implement agility sustainably into its structure to consider the points mentioned above. The list is certainly not exhaustive, but it will help the company avoid certain mistakes on its way to agility. One thing is certain: agility is a real challenge, and as the saying goes, "it's worth the effort".


**Sources :**

[^1]: BARRAND, Jérôme, 2010. L’entreprise agile : agir pour une performance durable. Paris : Dunod. Stratégies et management. ISBN 978-2-10-054346-5. 658.515.

[^2]: BARRAND, Jérôme, 2012. Le manager agile : agir autrement pour la survie des entreprises. 2e éd. Paris : Dunod. Stratégies et management. ISBN 978-2-10-057460-5. 658.401.

[^3]: SCHMITT, Christophe, 2016. De la complexité de l’action dans les organisations. ISBN 978-2-940384-36-05.

[^4]: TAKEUCHI, Hirotaka et NONAKA, Ikujiro, 1986. Stop running the relay race and take up rugby. Harvard Business Review. 1986. pp. 11.

[^5]: SCHWABER, Ken et SUTHERLAND, Jeff, 2020. The Scrum Guide:The Definitive Guide to Scrum: The Rules of the Game. novembre 2020.

[^6]: PRETI, David, « Faire de l’Agilité » versus « être Agile » - Blogue Savoir Agile. [en ligne]. [Consulté le 6 décembre 2022]. Disponible à l’adresse : [https://savoiragile.com/2017/02/07/faire-de-lagilite-versus-etre-agile/](https://savoiragile.com/2017/02/07/faire-de-lagilite-versus-etre-agile/)

[^7]: [DIGITAL.AI](http://digital.ai/), 2021. 15th Annual State Of Agile Report. 2021.

In a world where everything is moving fast and change is permanent, a company must be agile. This article will explain how to become more agile in order to better face this growing complexity.

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When agility becomes a necessity

## What are the organizational challenges in the education sector?

For educational organizations, communication and collaboration are central and essential issues. The management of these structures must be able to actively exchange with all departments to ensure the smooth running of their institution. Management's responsibility is also to foster optimal collaboration between administrative and pedagogical teams.

In terms of collaboration, here are some challenges in the education field:

 🗓️ Managing, monitoring and ensuring the efficiency of various meetings: board of directors, deans' meetings, pedagogical meetings, bilateral meetings, team meetings, etc.

✅ Complete and review tasks of the school management and professionals, as well as of the individual departments, competence centers and partner institutions

 📋 Manage recurring procedures

---

## What hinders organizations from working together efficiently?

Employees often have to reach their objectives with limited and inefficient resources. Email remains the most common used communication channel, and it is to be criticized that few truly collaborative tools are available in everyday education.  
Another finding is that meetings are often poorly prepared, often too frequent, and sometimes interminable… in short, unproductive. However, meetings are crucial for the exchange of information. In the sector, these meetings bring together multiple actors: members of the management, administrative staff, deans, professors or teachers, as well as external stakeholders. The challenge for the management is to efficiently manage these multiple meetings while involving each participant before, during and after the meetings.  
So how do you overcome these organizational and collaborative difficulties while encouraging the digitalization of processes?

## Our solutions to improve collaboration within schools and faculties

WEDO is a collaboration tool that is perfectly suited for the internal organization of schools and faculties. Our solution is already helping many institutions to overcome their organizational challenges and improve internal communication.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2022_08_wedo_education_1_7b7a9d1792.svg)

Find out how the **WEDO platform** supports schools and faculty in their daily collaboration.

### 1\. Create a collaborative structure tailored to the education sector

Each department or service of the institution can manage its various projects organized in "workspaces". These spaces allow the institution's employees to share meetings, tasks and files. TheWEDO solution brings together all these features on a single platform. 💡Note that collaboration with external specialists is also very simple and possible without additional costs.

### 2\. Manage all meetings in one tool

From workspaces, users can manage all their meetings with WEDO: from the Board of Directors to the Deans, including pedagogical meetings and bilateral discussions. With the "Meeting" module, agendas can be prepared together as a team, minutes can be taken in real time, and assigned tasks can be tracked from one meeting to the next.

### 3\. Prepare agendas collectively

Unproductive meetings are usually the result of poor preparation. The feature that changes the daily life of management and administration is, without a doubt, the collective preparation of meetings. With WEDO, each employee can complete the agenda to prepare their contributions in advance. It is also possible to share and add documents, for all the information that will be consulted in advance or presented during the meeting (PDF, Excel, Word, PowerPoint, etc.).

### 4\. Highlight decisions made during meetings

Meetings are often closed without having documented clearly made decisions or knowing the pending issues and their deadlines. With WEDO, it is very easy to document the decisions and delegate the associated tasks in a reliable way. The meeting minutes are always clearly organized so that the relevant information can be found immediately.

### 5\. Delegate tasks in meetings

It is possible to create tasks and delegate them immediately during the meeting. Thus, the employees involved will be operational as soon as the meeting is over. From one meeting to the next, WEDO keeps track of the tasks completed so that you can always keep an eye on the deadlines set.

### 6\. Transparent and simple communication on running tasks

The task manager integrated into the WEDO platform simplifies collaboration and communication. It is possible to comment on a task, to share information and exchange with the people involved in its completion. A notification system allows you to stay informed in case of changes or important information.

### 7\. Find information quickly

With the powerful search function integrated in WEDO, you can access the required information with just a few clicks. The search runs across the platform using keywords. In this way, users can find meeting minutes, important decisions, tasks and files that contain the keyword they are looking for.

## WEDO is the ideal tool for Schools and Faculties

WEDO is a tool that brings teams together by providing multiple opportunities to communicate and collaborate efficiently. By integrating our solution in many schools and faculties, we understand the educational sector's organizational challenges. Enhance collaboration within your institution with our features:

🗓️ Agenda preparation, real-time minute taking and tracking of delegated meeting tasks.

✅ Collaborative management of tasks through workspaces. 

▶️ Automation of workflows to improve the quality of internal processes.

![WEDO-education-2_EN.png](https://wedo-assets.sos-ch-gva-2.exo.io/WEDO_education_2_EN_d4dae7e484.png)

These customers have chosen WEDO to collaborate efficiently in their schools:

::button-secondary[Learn more about their testimonials]{link="/industries/schools-faculties"}

Holding and tracking meetings, coordinating between departments, exchanging information and managing administration are daily challenges for the education sector. Learn how WEDO helps schools and academic institutions improve collaboration by optimizing their meeting and task management.

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How does WEDO help schools and faculties improve their collaboration?

## Management of recurrent procedures: what are the challenges?

In administrative departments, process management is an integral part of daily activities. Procedures are often summarized as lists of tasks to be performed in a predefined order. While these steps are common and everyday for educational institutions, completing them can be difficult and may challenge the institution's quality assurance. Let's explore some common obstacles together:

* A large amount of information to process through different communication channels: internal documents and notes, emails, calls, letters, etc.
* Complex organization: many employees involved in the process.
* Transversal coordination (several departments and sites involved).
* Documents that are not up to date and follow-up files that are not very collaborative, even complex (spreadsheets, Excel sheets, Word documents).
* A lack of clarity in the tasks to be accomplished (no reference document or with incomplete explanations)
* A hybrid work mode: face-to-face and remote employees.
* A lack of global communication that can jeopardize the quality of execution.
* A staff leaving the company, which hinders the completion of a procedure in cases where the former employee had the necessary know-how and knowledge.

![WEDO-education-3.png](https://wedo-assets.sos-ch-gva-2.exo.io/WEDO_education_3_f57f4a4685.png)

Does this list remind you of situations you have experienced? Do you work in the education sector and think your procedures' conduct could be improved?

WEDO offers you the **Templates and Checklists** feature that allows you to increase the efficiency and collaboration of your departments. Find out how to automate your institution's routine procedures by quickly creating templates and generating predefined task lists.

## We help you manage your recurring procedures

### 1\. Model your recurring procedures

#### ✅ List and assign tasks

Ensure the quality and monitoring of your internal processes by creating templates for each procedure. This way, the employees get a clear and structured overview of the processes in place and the tasks for which they are responsible.

#### 📅 Plan the tasks

For each task, define deadlines relative to a reference date. When you launch a checklist based on the template, the deadlines will be automatically generated. You can then distinguish :

* Tasks to be done before the reference date
* Tasks to be done on the reference date
* Tasks to be done after the reference date

#### ↗️ Sharing information

The templates will also allow you to transmit knowledge to employees while maintaining consistency in executing procedures. Train new employees efficiently by giving them access to the checklist templates that concern them.

#### 📋Modify template tasks at any time

Does a procedure need to be reviewed? Authorized users have easy access to the model's tasks to revise it.

### 2\. Launch a checklist when the procedure is to be performed

Is your template ready? All you have to do is launch a checklist to start a procedure! Then, your colleagues instantly receive the tasks they are responsible for in their personal space.

### 3\. Collaborate and communicate easily

Communicate with your colleagues by commenting on the tasks from each current checklist. Your colleagues will be instantly notified and can exchange with you.

### 4\. Follow the progress of the procedures in progress

With this feature, your follow-up is assured, and you can :

* Analyze the progress of a specific checklist.
* Get a global view of the progress of all current checklists.
* Sort checklists according to their progress percentage or their reference date.

## Education sector: standardized procedures to ensure quality

Ensuring the quality of services to customers and partners is a significant challenge for training institutions. Many institutions obtain certifications and labels, such as the ISO standards (21001:2018) for education and training organizations. The administrative requirements to obtain these certifications are often tedious. WEDO will assist you throughout the implementation of these particular procedures. Once your institution is certified, the Templates and Checklists will ensure quality in executing your institution's internal processes.

## Some examples of procedures you could manage with WEDO in your institution

### **Management, Administration & Secretariat**

* Organization of the school start
* Material orders
* Preparation of the timetables
* Preparation of the curricula
* Annual budget
* Organization of graduation ceremonies
* Certifications & labels
* Administration of the alumni network

### **Human Resources Management**

* Entry of an employee
* Leave of an employee
* Recruitment process

### **Admissions Office**

* Student application
* Student matriculation
* Student visa

### **Pedagogical groups**

* Exam preparation
* Pedagogical days
* Organization of activities
* Organization of congresses

### **Academic events**

* Open house
* Alumni meetings
* Information events
* Special events

### **Marketing & Communication**

* Communication campaigns
* Marketing campaigns
* Translations

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Want to test our tool to manage recurring processes in your educational institution?

::button-primary[Try WEDO for free]{link="/signup"}

These customers have chosen WEDO to collaborate efficiently in their schools:

::button-secondary[Learn more about their testimonials]{link="/industries/schools-faculties"}

In administrative services, process management is an integral part of daily activities. Do you work in the education sector and think your procedures could be improved? WEDO offers the Templates and Checklists feature to help you track and collaborate on your processes. In this article, you will find out how to automate the recurring processes in your educational institution.

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