Kevin Conway

Getting Started

A quick overview of what Workback does and who it's for.

What is Workback?

Set up a project and add your first events.

Create your first project

Two ways to use Workback: on your own, or as a team.

Setting up your account

The sidebar, your libraries, the dashboard, and the master calendar.

A quick tour of Workback

Feedback

Roadmap

Changelog

Where your projects live, how to organize them, and what subscribing means.

Projects & Libraries

The three places projects can live and who can see each.

My Library, Team Library, and Shared with Me

Access vs. subscription, and how to turn a project on for your dashboard.

Subscribing to Team Library projects

Create, nest, color, and add logos to folders.

Organizing with folders and subfolders

Switching between gallery and list views

What each status means and where those projects appear.

Active, Old, and Archived projects

When to archive and when to delete (deleting cannot be undone).

Archiving vs. deleting a project

Reuse credits, parties, and stages for recurring clients or job types.

Create a reusable template with Copy from Project

Add a shortcut to a shared project, or duplicate it to make your own version.

Working with projects shared with you

Build and manage your production calendar.

The Calendar

Shift a whole stretch of your schedule forward or backward in one step.

Reschedule a project with Push & Pull

Add, move, resize, edit, and delete events on your calendar.

Creating and editing events

Two flexible ways to label and color-code your events.

Parties and stages

The titled fields shown in the calendar header, like Director and Production.

Credits at the top of your calendar

Color events by party or stage, or override a single event's color.

Coloring your calendar

Adjust how your calendar looks from the View menu.

View options: size, theme, weekends, and more

Change, move, or delete many events at once.

Selecting multiple events

Show, hide, or isolate events by party or stage.

Filtering your calendar

Show public holidays, add regions, and skip them when rescheduling.

Holidays on your calendar

Override the workspace logo and add client or partner logos to a calendar.

Project logos and branding

See and edit your calendar as a spreadsheet-style list.

List View

Columns, inline editing, copy to a spreadsheet, and CSV.

Using the List view

Share links, adding people to projects, and how seats work.

Sharing & Collaboration

Send clients and partners a live, view-only link.

Share a read-only link to your calendar

Give specific people edit access to a project by email.

Adding members and collaborators

The difference between joining a workspace and being added to a project.

Team members vs. collaborators

Give a collaborator permission to share a project further.

Letting collaborators invite others

Export your calendar to PDF, PNG, or CSV.

Exporting

Create a print-ready 16:9 PDF with full control over the layout.

Export to PDF

One 16:9 image per month, sized for slide decks.

Export to PNG for presentations

Export List data to CSV

Dashboard & Master Calendar

Today and the next two days across the projects you follow.

Your dashboard (Home)

Layer all the projects you follow into one calendar.

The Master Calendar

Your profile, appearance, workspace, team, and notifications.

Account & Settings

Update your name, photo, login email, and password.

Your profile, password, and email

Appearance: light, dark, or system

Set your organization's name, address, and branding.

Workspace name, URL, and logo

Invite members, set roles, and remove people.

Managing your team (admins and editors)

A once-a-day summary of what's coming up.

Daily digest email

Deleting your account

Trial, plans, seats, and managing your subscription.

Plans & Billing

What's included on each plan, how seats work, and what happens after your trial.

Plans & pricing: trial, Solo, and Team

Review your plan, update billing, and understand seat counts.

Managing your subscription and seats

How your data is handled, and your privacy controls.

Privacy & Data

Which cookies are essential, what's optional, and how to change your choice.

Cookies & analytics: what we track and how to opt out

What's yours, and where to read the full policy.

Your data and privacy

How your information is protected, in plain language.

Security and your data

Get help, troubleshoot, and see what's new.

Help & Support

The fastest way to reach the Workback team.

Contact support

Quick answers to the most common questions.

Troubleshooting and FAQ

Work faster with shortcuts and a few power-user habits.