Custom fields allow you to add detailed information to the tasks of your network in a structured manner. There is an infinite number of use cases possible with the 6 predefined types that we offer.

## Use case

In this article we propose three use cases to help you understand the custom fields:

* Add a custom field to estimate the duration of the tasks,
* Add a status on the tasks linked to a project,
* Add services concerned with management’s tasks

In a general sense, a custom field can be available on all the tasks of the network, or only in one or several workspaces.

## Add a custom field to estimate the duration of tasks

To create a new custom field, go to _Profile > Settings > Custom fields_ tab. Then click **Add custom field.**

![](https://wedo-assets.sos-ch-gva-2.exo.io/2018_07_diapositive1_1304187a99.png)

A window will pop up asking you to choose among six types of fields. To estimate the duration of tasks in minutes, you will need to select “Number”. 

![](https://wedo-assets.sos-ch-gva-2.exo.io/2018_07_diapositive2_5d4f3a2160.png)

Enter a name for your custom field and choose an icon to represent it in the details pane of your tasks. You can then choose to make the custom field available on all your tasks, or if you only want it to be available in one or several workspaces. 

![](https://wedo-assets.sos-ch-gva-2.exo.io/2018_07_diapositive3_b2e0359b5a.png)

Then, click **Save.** 

Next to each task of your network will now appear the field “Duration in minutes” in the details pane of the task, with the icon you have chosen:

![](https://wedo-assets.sos-ch-gva-2.exo.io/2018_07_diapositive4_be95a31753.png)

## Add a status on the tasks linked to a project

To create a new custom field, go to _Profile > Settings > Custom field_ tab. Then click **Add custom field.**

![](https://wedo-assets.sos-ch-gva-2.exo.io/2018_07_diapositive1_1304187a99.png)

For a status on the tasks of a project, the appropriate custom field will be “Dropdown list”.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2018_07_diapositive5_c7b63ba24d.png)

Enter a name for your custom field and choose an icon to represent it in the details pane of your tasks. Then select the second option: “No, I want to choose in which workspaces it’s available”. 

You can then enter the different status that you would like to have in your project: 

![](https://wedo-assets.sos-ch-gva-2.exo.io/2018_07_diapositive6_ff141f8924.png)

Note that you can choose a different color to represent each status. 

To activate the field in a workspace, you need to go to the settings of the workspace in question (here, it is _Zero Paper Project_) and select the _Custom fields_ tab. The list of custom fields available for activation will appear. You can then choose to **Activate** the field that interests you for this project.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2018_07_diapositive7_5ef6596455.png)

From now on, you can select the status of each shared tasks in your Zero Paper Project.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2018_07_diapositive8_4d33c7a613.png)

Note that you can also sort the tasks according to their status:

![](https://wedo-assets.sos-ch-gva-2.exo.io/2018_07_diapositive9_39b8b2d33c.png)

## Add the services concerned with the management’s tasks

To create a new custom field, go to _Profile > Settings > Custom field_ tab. Then click **Add custom field.**

![](https://wedo-assets.sos-ch-gva-2.exo.io/2018_07_diapositive1_1304187a99.png)

Here, you will need to select “Multiple choice”. 

![](https://wedo-assets.sos-ch-gva-2.exo.io/2018_07_diapositive10_b54ff0cc41.png)

Enter a name for your custom field and choose an icon to represent it in the details pane of your tasks. Then select the second option: “**No, I want to choose in which workspaces it’s available**”, enter the different “Services” and click **Save.**

![](https://wedo-assets.sos-ch-gva-2.exo.io/2018_07_diapositive11_4a5008f16c.png)

To activate the custom field in the _Management_ workspace, you need to go to the settings of the workspace in question and select the _Custom fields_ tab. The list of custom fields available for activation will appear. You can then choose to **Activate** the field that interests you for this workspace.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2018_07_diapositive12_9dda7c3f4b.png)

You now have the possibility to choose one or more services for each task that is in the Management workspace. 

![](https://wedo-assets.sos-ch-gva-2.exo.io/2018_07_diapositive13_ba2da623cc.png)

## Sharing tasks and custom fields

If you share a task in a workspace, the available custom fields of the workspace will automatically appear in the details pane of the task. If you remove a task from a workspace, the custom fields will simply be masked. This flexible system offers you to share tasks that will remain intact and no data will be lost. 

**We can improve WEDO thanks to your feedbacks. Please let us know if you have any suggestions or ideas to improve and develop our tool.** 

Custom fields allow you to add detailed information to the tasks of your network in a structured manner. There is an infinite number of use cases possible with the 6 predefined types that we offer. 

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Custom fields

## Sections in WEDO

For a few weeks now, WEDOhas made it possible to choose the sorting of task lists: by date, by due date, by user, by workspace and by priority.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_04_diapositive1_89876a0b24.png)

The sections are automatically created according to the chosen sorting mode.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_04_diapositive1_89876a0b24.png)

## Switch from the list view to the kanban view

In each task list, there is a button to switch from the list view to the kanban view.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_04_diapositive2_a0965a0cfd.png)

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_04_diapositive2_a0965a0cfd.png)

Sections are automatically transformed into columns and tasks appear as cards that can be moved from one column to another.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_04_diapositive3_a5f941acbc.png)

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_04_diapositive3_a5f941acbc.png)

Moving a card from one column to another changes its properties. For example: By sorting the tasks by user with the kanban view display, you can assign the tasks to different people by moving them to the corresponding person column.

## Create your own sections

Let's imagine that you want to create a workspace for _**Project Y**_ that consists of four phases. The four phases are _Pre-project,_ _Launch, Development, Communication_.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_04_diapositive4_bf9039232d.png)

Create the Project Y workspace then go to its _Settings_ \> _Custom sections_ tab. Enter the four phases and move them in the desired order. In the _Default View_ tab, you can choose the sort and view that should be selected by default in this workspace.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_04_diapositive5_55ff0e3243.png)

Here's the result:

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_04_diapositive5_55ff0e3243.png)

Note that tasks sorted by section can be organized manually in the desired order.

## Conclusion

Thanks to the Kanban view, manage your projects visually. The kanban view makes it easy to monitor the progress of projects and the custom sections allow you unlimited use cases: project milestones, progress statuses, groups by department, and more.

## Also to be discovered in this version

Custom sections can also be used in checklist templates.

The sorting of tasks has been improved for greater simplicity and understanding.

The **_Organize_** button has been moved to each section to allow a more precise and intuitive use of the functionality.

A new option in the _**Organize**_ button allows you to set deadlines on the fly for tasks.

It is now possible to create folders in the main menu to group workspaces. Example folders: _Departments, Projects_, etc. To create folders, go to your _Profile_ \> _Network Settings_ \> _Menu_ tab. Here you can create folders and drag and drop the different workspaces to organize them. Note that the changes you make are valid for all users on the network.

Finally, the _Files_ tab automatically groups all files related to sessions or tasks in each workspace. First steps in document management in WEDO? Possible...

For all those who prefer to work visually: discover the Kanban view.

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WEDO integrates the kanban view

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Next webinar | Ditch the Spreadsheets: Bring Everyone Together and Streamline Your Activities!

Every day, we juggle a series of tasks, from answering emails and attending meetings all the way to cooking dinner or finally folding that pile of laundry staring us down for days. Task management is everywhere around us, whether we realize it or not. 

But here's the catch: managing tasks is more than checking boxes. It's making sure the right boxes are checked at the right time, by the right people.

For individuals, good task management can mean less stress and more time to spend on what matters most to them. For teams and organizations, it's the difference between controlled chaos and seamless collaboration. When done well, task management becomes a superpower, moving businesses toward growth and ensuring projects are delivered on time (and with fewer sleepless nights).

In this guide, we're going to explore strategies, tools, and best practices that turn task management into a fine-tuned system. Whether you're wrangling your own to-do list or leading a team toward big goals, this can be your roadmap to staying on top of your game. 

Let's get started!


The Ultimate Guide to Task Management: Strategies, Tools, and Best Practices

## **Efficient Construction Project Management: Control Your Architecture Projects with WEDO**

In an architecture firm, every project is a journey—from initial concept to final sign-off. Yet, between team meetings, client alignments, contractor coordination, and schedule tracking, project management can quickly become overwhelming. Scattered files, overflowing inboxes, and manually compiled meeting minutes slow down your creativity and put your deadlines at risk.

Construction projects present several key collaborative challenges:

1. **Orchestrate multi-stakeholder collaboration and master information**
    
    Centralise document versions, decisions, and responsibilities to avoid duplicates, data loss and miscommunication.
    
2. **Meet deadlines and control variances**
    
    Visualise key milestones, track dependencies, and receive notifications to keep projects on schedule.
    
3. **Ensure compliance and structure construction business processes**
    
    Plan regulatory steps (permits, tenders, safety) using standardised checklists and a clear audit trail.
    
4. **Manage contractual risks and clarify responsibilities**
    
    Clarify project scope, document changes, and archive decisions as formal proof.
    
5. **Align the project teams operationally**
    
    Assign the right task to the right person at the right time with the right information—and host effective meetings.
    
6. **Promote seamless external communication**
    
    Structure communications with clients, consultants, and contractors to ensure full traceability on decisions.
    
7. **Tracking overall project progress**
    
    Rely on a clear dashboard (workload, progress, priorities) to make fast, informed decisions.
    

What if you could centralise all these aspects in a single, intuitive, and collaborative space? 

In this article, discover how WEDO helps you manage your architecture projects from start to finish—from initial design all the way to final handover. The tool becomes your digital master plan to streamline communication, coordinate teams, and maintain control of every stage of the project.

In this article, we show you specifically how an architecture firm can leverage WEDO to turn project management into a true competitive advantage.

![WEDO-architectes-0-intro-en.png](https://wedo-assets.sos-ch-gva-2.exo.io/WEDO_architectes_0_intro_en_fcefcce8a9.png)

## **Architecture & construction: manage your projects with WEDO**

In a Swiss architecture firm, most projects follow the established framework of SIA 102. This standard outlines the stages of a project by structuring them into 5 key phases, which serve as a common thread from the start to the end of the mandate:

1. **Strategic definition:** Statement of requirements and methodological approach
2. **Preliminary studies:** Construction project definition, feasibility study, and consultant selection procedures
3. **Project development:** Preliminary design, final design, and planning permission procedure
4. **Tendering:** Tenders, bid evaluation, and award proposals
5. **Realisation:** Execution design, construction execution, commissioning and handover

The real challenge isn't reinventing the process every time, but applying it consistently and on schedule from one project to the next.

This is precisely where WEDO delivers real value: providing a stable, unified framework that structures your project management. Meeting minute templates, checklists tailored to your project phases, clear ownership, and centralised tracking ensure you meet critical milestones and maintain consistent oversight—regardless of team size or project complexity.

The result: fewer omissions, fewer budget or schedule variances, higher repeatability, and consistently high execution quality from initial draft to final handoff.

## Create a "Project Template" workspace tailored to your internal structure

To keep your project tracking consistent, start with a template workspace built around your key phases, milestones, and tasks. You'll standardise your approach and ensure smooth execution across every project. 🚀

**For each new project, just duplicate the template to get started right away with seamless, end-to-end tracking.**

**Key steps to build your template space in WEDO**   

1. **Structure phases using sections**
    
    Create one section per project phase to establish your framework —for instance, aligned with the SIA 102 phase structure.
    
2. **Import/create tasks for each phase**
    
    Define the actions required at every step.
    
    💡 *If specific tasks are always handled by the same people, assign them directly within the template space.*
    
3. **Set milestones to highlight key moments**
    
    Milestones serve as core reference points within each phase—such as completing the preliminary study, kicking off the design phase, or securing final sign-off upon completion.
    
    💡 *You can assign a milestone to a responsible person to ensure completion, and set a target date if needed.*
    
4. **Choose the relevant tabs for your template workspace**
    
    Select the active tabs and set your default view. For project management, we recommend enabling:
    
    - **Overview:** Description, team members, status, charts, and overall progress
    - **Meetings:** Preparation, execution and follow-up for your project meetings
    - **Tasks:** List, Kanban, or Table views, with sorting and filtering tailored to your needs
    - **Gantt:** Timeline planning for your project tasks
    - **Files:** Shared documents and essential links
    - **Activity feed:** Stream of key updates (status changes, notes, completed tasks, comments, decisions)

![WEDO-architectes-4-files-en.png](https://wedo-assets.sos-ch-gva-2.exo.io/WEDO_architectes_4_files_en_1ec0b9532e.png)

## Manage your projects, visualise progress, and anticipate schedule delays 🚀

**Ready for your next project? Duplicate your template space and get started in a few clicks.**

![WEDO-architectes-4-status-en.png](https://wedo-assets.sos-ch-gva-2.exo.io/WEDO_architectes_4_status_en_a3c30f3eb2.png)

**✅ Then manage your project seamlessly using these task tools:** 

### **Sort tasks by sections**

View key project phases alongside all listed tasks and milestones in one central place. Effortlessly move tasks between phases using intuitive drag-and-drop.

### **Set deadlines**

Quickly assign due dates using the magic wand tool or by selecting multiple tasks at once. Save valuable time when scheduling upcoming deadlines.

### **Establish dependencies**

Prevent premature starts: set task dependencies (such as a series of actions tied to a milestone) to orchestrate execution order, hold off unready tasks, and automatically reflect any shifts in your overall timeline.

### **Display the Gantt view for efficient planning**

Switch to the Gantt view with a single click for a visual timeline of your project. Reorganise workflows directly on the chart: reassign task owners, adjust task durations, add sections, and shift dates automatically whenever linked dependencies change.

![WEDO-architectes-3-gantt-en.png](https://wedo-assets.sos-ch-gva-2.exo.io/WEDO_architectes_3_gantt_en_e8dc46f706.png)

## Assign a status to each project and get an instant full-picture view

Because architecture and construction projects move through clear stages, WEDO lets you define statuses right at the workspace level—pairing each update with a note or key information visible to all team members. Learn in detail how to manage your projects effectively without losing sight of what matters most.

In the rest of the article, we highlight WEDO’s essential features for project communication (shared statuses, meeting minutes, custom views, and filters) to ensure clear, traceable, and accessible information for the entire team.

### Activity Feed

The activity feed centralises everything happening in your workspace in real time. At a glance, track updates, decisions, and discussions without navigating through multiple tabs—giving you a clear, hassle-free snapshot of your project's progress. Through the activity feed, you can:

- **Consult the history of project status updates**
- **Access global project notes in a single click**
- **Track the latest completed tasks**
- **Browse comments posted within tasks**
- **View decisions recorded during follow-up meetings**

### The Overview Tab

In the **Overview** tab, start by defining the framework: describe the project objective, scope, major constraints, and upcoming milestones in a few lines. Then identify the team: name the project managers as moderators and clarify each person's role so everyone knows **who leads, who contributes, and who approves**.

The latest status is displayed right at the top of the tab, giving all stakeholders immediate visibility into where the project stands and which updates were recently published. This view also highlights the project start and end dates, providing instant context for the overall timeline.

Two key charts immediately reveal the project trajectory: the **burndown** shows the speed at which remaining work is reduced (adherence to deadlines, execution pace), while the **burnup** reveals actual progress against total scope. These charts make it easy to spot deviations, anticipate risks, and keep the team fully aligned on the final goal.

### Project Portfolio View

In WEDO, you can create a team that brings together multiple projects and obtain, at a glance, a global overview of progress based on the percentage of completed tasks. This summary view displays each project's title, overall progress, current status, due date, and moderators—typically the project managers. It is **perfect for prioritising, detecting gaps, and managing your portfolio without losing track.**

### **Sorting Projects by Progress, Status, or Due Date**

From this overview, sort your projects in a single click on the column header:

- **display them based on their progress percentage**
- **classify them by status** — to quickly group files that are "on track", "at risk", "delayed", "on hold", or "completed".
- **or by due date** in chronological order (ascending or descending).

This overview is **ideal for bringing emergencies to the surface, planning priorities, and keeping a clear view of all ongoing projects.**

![WEDO-architectes-4-status-en (1).png](https://wedo-assets.sos-ch-gva-2.exo.io/WEDO_architectes_4_status_en_1_2e28d9ef68.png)

## **Structure, Decide, Track: Your Project Meetings Optimised**

WEDO’s Meetings module serves as your cockpit for project follow-ups. Prepare agendas as a team (topics, attachments, objectives), frame sessions using reusable templates tailored to key phases, then decide and track: every important decision is recorded, timestamped, linked to the project, and accessible to everyone.

🎯 **The Goal:** Systematically track client discussions to showcase superior follow-through and strengthen long-term client relationships.

#### Turn discussions into actionable plans:

- **In-Meeting task assignment:** Create and assign tasks directly during the meeting by setting clear owners, deadlines, and priorities—instantly turning talk into execution.
- **One-click minutes:** Generate complete meeting minutes with a single click and distribute them immediately to all key stakeholders.
- **Seamless continuity:** Transition effortlessly into execution tracking using your preferred view—List, Kanban, Table, or Gantt chart.

**Result:** Shorter meetings, binding decisions, and project execution that never gets lost in email threads.

![WEDO-architectes-4-pdf-en.png](https://wedo-assets.sos-ch-gva-2.exo.io/WEDO_architectes_4_pdf_en_4362db1a60.png)

## **Collaborate with External Stakeholders**

Engineers, engineering offices, specialised consultants, and external partners: WEDO enables you to effortlessly integrate external team members into your architecture projects while maintaining complete control over access permissions and content.

🔒 **Full Access Control:** Precisely define who can view, edit, or contribute to specific workspaces, tasks, and documents.

#### How to Streamline External Coordination:

- **Controlled access to project workspace:** Invite your consultants as external users and give them access strictly to the workspace of the project relevant to them. They can consult the context, review key documents, and track overall progress across every project phase.
- **Task delegation and tracking:** On the task management side, delegate actions by setting clear assignees and due dates. Every stakeholder knows what is expected, giving the team a shared, up-to-date view of overall progress.
- **Flexible meeting access controls:** Flexibly manage permissions for agendas and meeting minutes. Grant external partners editing rights to contribute agenda items, or set read-only access depending on the project phase.
- **Centralised document management:** Attach blueprints, technical documentation, and files directly to tasks, meetings, or shared project repositories.
- **Centralised communication:** Use built-in task chats and protocol comments to streamline communication with external planners, eliminating scattered email threads and ensuring complete decision traceability.

## **7 Reasons Why Architecture Firms and Construction Professionals Choose WEDO**
 
![WEDO-architectes-6-testimonial-en.png](https://wedo-assets.sos-ch-gva-2.exo.io/WEDO_architectes_6_testimonial_en_a5581ab5fb.png)
**1. Orchestrate collaboration and master information**

Structured project spaces, clearly defined roles, a decision log, and centralised documentation.

**2. Meet deadlines and control variances**

Mark important milestones, set dependencies, schedule using Gantt charts, and track progress indicators in real time.

**3. Ensure compliance and structure processes**

Create standardised templates tailored to industry standards, access timestamped activity feeds, and store all project records securely.

**4. Manage contractual risks and clarify responsibilities**

Update project status, ensure full traceability of major decisions, and maintain centralised tracking and evidence tied directly to tasks and meetings.

**5. Align teams on operational execution**

Assign tasks with clear owners and due dates, use flexible task views (List, Kanban, Table, Gantt), and run structured meetings that generate action items on the fly.

**6. Streamline external communication and empower stakeholders**

Collaborate with external parties on a unified platform, delegate tasks, and distribute meeting minutes and technical documents securely.

**7. Drive portfolio-wide visibility**

Access clear dashboards and a multi-project overview displaying status, percentage of completed tasks, upcoming deadlines, and assigned project managers.

WEDO establishes the framework, streamlines tracking, and keeps your teams aligned. Built on robust structure and end-to-end traceability, communication stays clear and project goals remain on target—from first draft to final project handoff.

---

**Want to see WEDO in action?** Book a guided 30-minute demo tailored to your specific needs and workflows.
[
Schedule a Demo](https://wedo.com/demo)

![WEDO-architectes-6-testimonial-en.png](https://wedo-assets.sos-ch-gva-2.exo.io/WEDO_architectes_6_testimonial_en_31fc50b305.png)

Photo credit: Mélissande Pochon - Celynek

> 
> 
> 
> **Testimonial from Mélissande Pochon, HES Architect, Dessein Architecture**
> 
> "60% Optimisation for 40% Improvisation.”
> 
> The decision to search for a tool like WEDO came simply because optimising our internal management—especially in project management—had become imperative.
> 
> During my CAS in Construction Project Management, an instructor's opening remark really stuck with me: *"60% optimisation for 40% improvisation."*
> 
> It felt like a wake-up call. With Dessein tripling its workforce over five years, it felt like an excellent reason to rethink and strengthen our internal operations. Following that CAS, it was clear that concrete organisational support had to be put in place.
> 
> Active in the construction sector, we handle SIA phases 1 through 5 across several cantons. To reduce wasted time and clarify information handover, we needed a tool to help us restore order and maintain a clear vision of everything we do—especially at a time when procedures are becoming increasingly heavy.
> 
> With WEDO, we are finally able to structure our projects in a simple way. We directly see the phases, tasks, who is doing what, and how things are progressing. Frankly, it changes everything: we feel better organised and avoid misunderstandings.
> 
> Collaboration at the firm has truly evolved since we started using the platform. Exchanges are smoother, everyone knows where others stand, and that allows us to be more responsive. We communicate better!
> 
> For meetings, WEDO has become a real reflex. We prepare our agenda items in advance, log decisions and tasks during the discussion, and then easily track what needs to be done. Whether among ourselves or with clients and external partners, it helps us stay aligned.
> 
> Honestly, the main benefits for us are saved time, clarity, and peace of mind. We feel more organised, track our projects better, and collaborate much more efficiently—both internally and externally.
>

Discover how to manage your architecture projects with WEDO: SIA 102 structuring, site supervision, Gantt charts, and automated meeting minutes.

Low-angle architectural view of a modern building facade with sharp geometric angles.

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From sketch to construction monitoring: steer your architecture projects with WEDO

In a digital ecosystem where cyber threats are constantly evolving, protecting strategic data is no longer an option—it is a governance imperative that WEDO has prioritized since its inception. Today, we are immensely proud to announce that WEDO has officially achieved **ISO/IEC 27001:2022 certification**, the international benchmark for Information Security Management Systems (ISMS).

This achievement strengthens an already robust data culture: WEDO was already compliant with the **SOC 2 Type II** standard. While SOC 2 Type II validates the operational effectiveness of our security controls over a specific period (focusing on confidentiality and availability), ISO 27001 adds a comprehensive and standardized global management framework. Together, these recognitions crown a deep structural investment and confirm that our operational, technical, and human processes meet the most rigorous security requirements in the world.

![Logo SOC 2 Type II et ISO 27001](https://wedo-assets.sos-ch-gva-2.exo.io/Image_1_4f6bcc7451.png)

## A Proven Trust Framework for Orchestrating Your Activities

For a B2B SaaS like WEDO, specializing in meeting management and task tracking, the confidentiality of exchanges is the essential prerequisite for seamless collaboration. Whether it involves board meeting minutes, strategic decisions, or sensitive project management, your data’s integrity is guaranteed by an independently certified framework, validating the high-security protocols we already apply daily.

## The Pillars of Our ISO 27001 Compliance

Obtaining this certification, following a rigorous process initiated in September 2025, required a strict external audit of our systems. Here are the concrete measures that structure our work and development environment:

- **Governance and Risk Management:** Systematic identification of potential vulnerabilities and implementation of proactive mitigation measures.
- **Rigorous Access Control:** Strict application of the "least privilege" principle and strong authentication for all employees and infrastructure.
- **Physical and Environmental Security:** Rigorous selection of our hosting partners in Switzerland, who themselves meet Tier IV and ISO 27001 standards.
- **Data Encryption:** Widespread use of end-to-end encryption for data in transit (TLS 1.2+) and at rest (AES-256), ensuring total isolation of your information.
- **Business Continuity (BCP/DRP):** Implementation of business continuity and disaster recovery plans, guaranteeing high service availability and rapid data restoration in the event of a major incident.

![An infographic featuring the central ISO 27001 logo surrounded by five key compliance pillars: Data Encryption, Physical and Environmental Security, Rigorous Access Control, Business Continuity (BCP/DRP), and Governance and Risk Management.](https://wedo-assets.sos-ch-gva-2.exo.io/Image_2_en_d49f381322.png)

## A Strategic Asset for Regulated Sectors

This certification allows WEDO to confidently support companies facing stringent regulatory requirements (nLPD/FADP, GDPR, FINMA). It serves as an additional, **essential guarantee of compliance for:**

- **[Financial Institutions and Insurance](https://wedo.com/blog/collaborate-securely-in-the-financial-sector):** Where decision traceability and the protection of professional secrecy are non-negotiable.
- **Public Administrations:** Subject to increasingly frequent security audits.
- **[The Healthcare Sector](https://wedo.com/blog/the-importance-of-hds-certification-in-the-healthcare-sector):** Where medical secrecy and secure exchanges between hospital management bodies are critical. This certification strengthens our ability to handle sensitive data within the strictest confidentiality frameworks.
- **[The Industrial Sector](https://wedo.com/blog/data-security-and-protection):** Concerned with protecting intellectual property and operational planning.

## Security as a Process of Continuous Improvement

Achieving the ISO 27001 standard is not an end point, but the formalization of an already well-established cycle of continuous improvement. WEDO is committed to maintaining this level of excellence through regular internal audits, annual penetration tests, and constant technological monitoring.

By choosing WEDO, you opt for a solution where productivity never comes at the expense of security.

**To learn more about the security of the WEDO platform:**
You can consult the details of our commitments and our compliance reports directly on our website.

::button-secondary[Visit the Security Page]{link=https://wedo.com/security}

Or [contact our Chief Information Security Officer](mailto:security@wedo.com) for any technical questions.

WEDO achieves ISO/IEC 27001:2022 certification. Insights into our ISMS, SOC 2 alignment, and advanced security controls for highly regulated industries.

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ISO/IEC 27001 Certification: WEDO Reaches a Key Milestone in Information Security

In the fast-paced world of administrative management, executive assistants play a crucial role. The Swiss army knives of any organization juggle many tasks and deadlines while supervising those of others. Faced with these challenges, they often find themselves overwhelmed by routine, repetitive responsibilities. We immersed ourselves in the daily lives of 6 executive assistants who use the WEDO platform to understand the workings of their organization, the challenges they face, and the tools they have put in place to facilitate their management.

According to our study, the most time-consuming tasks for executive assistants revolve mainly around administrative functions. These activities, while necessary, tend to monopolize a significant proportion of their working time, preventing them from concentrating fully on more crucial aspects of their role, such as operational and strategic development.

Among the most time-consuming tasks in their job descriptions, the executive assistants surveyed identify the following:

**1. Meeting preparation:** preparing agendas and presentation documents, taking and sharing minutes, following up on decisions and tasks delegated at meetings,

**2. Diary management and meeting organization:** planning and coordination of appointments, team meetings, and conferences, taking care to avoid scheduling conflicts,
**3. Document preparation and management:** drafting, proofreading, and organizing important documents such as reports, presentations, correspondence and contracts,

**4. Project coordination:** managing and following up on specific projects, liaising between different departments, and meeting deadlines.

Internal and external communications, administrative support, and human resources management closely follow those.

## How to lighten the administrative load for an executive assistant?

When asked what tools were used to monitor collaboration before WEDO was integrated, the most common programs were Outlook, Word (for taking minutes), and Excel. However, these tools had significant limitations. Respondents reported difficulties related to the cross-functionality of information between different team members. For example, these tools were not conducive to **active, real-time collaboration when taking PVs**, making this task often cumbersome and time-consuming, and necessitating numerous round-trips. The systematic use of e-mail to distribute these documents wasted considerable time without guaranteeing effective communication.

Furthermore, the limited nature of these tools prevented efficient tracking of tasks and projects. Users faced significant challenges maintaining a clear, up-to-date overview of projects. In short, although these tools are widespread and familiar, their use in team collaboration and project management needs to be improved.

This situation underlines the importance of cross-functional tools and solutions to lighten the administrative workload. With the implementation of WEDO, the executive assistants surveyed were able to optimize their administrative processes.

### 1. Meeting preparation and management

![computerized agenda for real-time note-taking](https://wedo-assets.sos-ch-gva-2.exo.io/reunion_ENEN_aad2ef7f0e.png)

One of the most time-consuming aspects of the job is the preparation of meetings. With WEDO, executive assistants benefit from automated management and considerable time savings in preparation and follow-up. The platform enables uniform management of minutes, clear distribution of post-meeting tasks, and automatic tracking of topics from one session to the next. Users report an average time saving of 55% for these tasks.

![save time spent on meetings](https://wedo-assets.sos-ch-gva-2.exo.io/55_ENEN_83c8604c19.png)

WEDO's meeting module lets you integrate blocks of paragraphs, tasks, file attachments, personal notes, votes and signatures, among others.

![testimonial Regula Oberdorfer](https://wedo-assets.sos-ch-gva-2.exo.io/Regula_Oberdorfer_ENEN_1a54d3c30f.png)

### 2. Project management and task tracking

![efficient task management](https://wedo-assets.sos-ch-gva-2.exo.io/tasks_ENEN_be99588a59.png)

Project management and tracking represent another major challenge. WEDO simplifies this task by offering clear delegation possibilities, the creation of checklist templates to standardize processes, and real-time task tracking. This leads to better prioritization and more efficient day-to-day management.

![testimonials Aline Volery and Nicole Thalmann](https://wedo-assets.sos-ch-gva-2.exo.io/testimonials_Aline_et_Nicole_ENEN_11a8dc6cff.png)

### Use case: facilitating HR processes and the transmission of specifications

When executive assistants are involved in HR processes, the integration of WEDO proves to be a major asset. The platform makes it possible to standardize on-boarding and off-boarding procedures by means of specific checklists. These checklists, drawn up for each stage of the process, automatically assign the relevant tasks to the team members concerned. This method ensures structured, efficient management of personnel transitions, eliminating the operational uncertainties often associated with the question "What steps should I take?".

By simplifying these processes, WEDO not only eases the workload for HR managers, but also contributes to a clear, documented handover of tasks and knowledge from one employee to the next.

![simplified hr processes](https://wedo-assets.sos-ch-gva-2.exo.io/Modeles_checklists_ENEN_fdf58af70f.png)

One of the decisive advantages of WEDO, highlighted by our management assistants, is the ease with which recruitment interviews can be documented in real time. Each exchange can be recorded directly in a standardized (and customized if required) agenda, enabling these interactions to be saved methodically and instantaneously.

### 4. Transmission of information

WEDO lets you link documents to tasks or meetings, ensuring that all the necessary information is in the right place. Global search makes it easy to retrieve documents, and to find a specific file based on a keyword found in the PDF file.

In terms of communication, WEDO users particularly appreciate the immediate visibility of entries and the ability to restrict access to certain information.

![Alexandra Locher](https://wedo-assets.sos-ch-gva-2.exo.io/Alexandra_locher_ENEN_e53527e95c.png)

**We asked our users to rate the platform on a scale of 1 to 10, to qualify the positive impact WEDO has on their daily tasks.**

![Best collaborative software for executive assistant productivity and organizations](https://wedo-assets.sos-ch-gva-2.exo.io/preparation_reunion_note_ENEN_1_d92c7629a1.png)

![Alicia Aubert](https://wedo-assets.sos-ch-gva-2.exo.io/Alicia_Aubert_ENEN_5d3644b8f7.png)

Executive assistants can greatly ease their workload by equipping themselves with a collaborative platform. Do you have any questions or doubts about WEDO's compatibility with your needs? We'll be happy to give you a short 30-minute demonstration.

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

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

In the fast-paced world of administrative management, executive assistants play a crucial role. The Swiss army knives of any organization juggle many tasks and deadlines while supervising those of others

Executive assistant smiling while discussing with a colleague in an office, illustrating daily administrative workflow and support.

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