WorkWiz Documentation

Welcome to the official WorkWiz documentation. Here you'll find everything you need to set up your workspace, manage projects and tasks, collaborate with your team, track client relationships, and get the most out of the AI Co-pilot — all in one place.

• Getting StartedCreate your account and configure your workspace in minutes.
• DashboardYour command center — stats, today's tasks, AI briefing.
• TasksCreate, prioritize, and track tasks across all your projects.
• ProjectsOrganize work into projects with statuses, priorities, and timelines.
• ClientsManage client relationships with the built-in CRM module.
• ProposalsDraft, send, and track client proposals directly from WorkWiz.
• AI Co-pilotPlan your week, draft tasks, and summarize progress with AI.
• BillingCompare Free, Pro, and Business plans and manage your subscription.

What's in these docs

Setup & workspace

The Getting Started section walks you through creating your account, naming your workspace, and configuring essential settings like timezone and notifications. If you're new to WorkWiz, this is the best place to begin.

Task & project management

Learn how to structure your work using Projects and Tasks. Topics cover creating and organizing projects, setting priorities and statuses, assigning tasks to team members, and using the Planner view to see what's due and when.

Client & proposal workflows

The Clients section covers WorkWiz's built-in CRM — adding contacts, linking projects to clients, and tracking communication history. The Proposals section shows you how to build and send professional proposals and monitor when they're opened.

AI Co-pilot

WorkWiz includes an AI assistant that can help you plan your week, break down large goals into actionable tasks, draft proposal copy, and summarize project progress. The AI Co-pilot section explains how to get the most from it.

Team, integrations & billing

If you're working with a team, you'll find guides on inviting members, managing roles, and setting permissions. The Integrations section covers connecting Google Calendar, Microsoft, and Slack. Billing explains the Free, Pro, and Business plans and how to upgrade or cancel.