Dingtalk
DingTalk User Manual
Last Updated: 26/02/2026Welcome to DingTalk User Manual. Start your DingTalk journey here. DingTalk is an all-in-one intelligent workplace for enterprises, facilitating collaboration and digitalization. Download and install DingTalk : Visit the official website and download DingTalk Get Started by Role Administrators can manage an organization in terms of permissions, access and etc., and members are all users...
1. ORGANIZATION
Last Updated: 26/02/2026Homepage/Organization Construct a clear and transparent online organization to create a new way of working. 📑 CONTENTS (Click to Jump) 1.1 Create an Organization (Admin) 1.2 Enterprise Contacts (Admin) 1.3 Enterprise Workplace (Admin) 1.4 Organization Basic Settings Create an Organizations, Enterprise Contacts and Enterprise Workplace are for the organization administrators. Organization Basic Settings is for...
1.1 Create an Organization (Admin)
Last Updated: 26/02/2026Homepage/Organization/Create an Organization Create your organization would be the first thing. After an organization is create, you could edit it with the following guides. Basic Info of Organizations Set Admins of the Organization Delete an Organization Desktop 2. Choose Create a new organization. 3. Fill in all information required and click Create. Mobile 2. Tap...
Basic Info of Organizations
Last Updated: 26/02/2026Homepage/Organization/Create an Organization You could set the name, logo, language and regions for your organizations. Desktop Step 1: Enter the Admin Console Click More – Management in DingTalk and go to the webpage or just use the website (oa.dingtalk.com) . Choose your organization and log in to the admin console. Step 2: Set the basic...
Set Admins of the Organization
Last Updated: 26/02/2026Homepage/Organization/Create an Organization Primary Administrator is the role that manage all things in the organization. The group owner is Primary Manager by default. The owner could transfer or add primary managers. Desktop Step 1: Enter the Admin Console Click More – Management in DingTalk and go to the webpage or just use the website (oa.dingtalk.com)...
Delete an Organization
Last Updated: 26/02/2026Homepage/Organization/Create an Organization If an enterprise administrator or employee creates another organization by mistake. The organization could be deleted. Desktop Step 1: Enter the Admin Console Click More – Management in DingTalk and go to the webpage or just use the website (oa.dingtalk.com) . Choose your organization and log in to the admin console. Step...
1.2 Enterprise Contacts (Admin)
Last Updated: 26/02/2026Homepage/Organization/Enterprise Contacts With DingTalk, you can have unified management of internal information, a clear display of organizational structure, a quick way of finding people, and secure protection of corporate communications data. Contact Management Import employee information in batches, unified management, role setting, department and personnel sorting. Find Someone Quickly Share organization Contacts and colleague information....
Add Members and Departments
Last Updated: 27/02/2026Homepage/Organization/Enterprise Contacts Administrators can invite employees to join the organization by manual addition, QR code invitation, etc., and assign departments to team employees. DingTalk Admin Console also supports adding members and departments in batch, which improves the efficiency of personnel management. Desktop Step 1: Enter the Admin Console Click More – Management in DingTalk and...
Set How to Join the Organization
Last Updated: 26/02/2026Homepage/Organization/Enterprise Contacts Administrators can customize the form for join request and set how members find the organization to ensure security. Mobile 2. Click the setting icon. And you can turn on or off the method that others could find the organization. You could also set the form when other apply to join the organization.
Set Positions and Roles for Members
Last Updated: 26/02/2026Homepage/Organization/Enterprise Contacts DingTalk administrators can set up the titles, positions and roles of members in different departments, which improves the collaboration. Desktop Step 1: Enter the Admin Console Click More – Management in DingTalk and go to the webpage or just use the website (oa.dingtalk.com) . Choose your organization and log in to the admin...
Set Department Managers
Last Updated: 26/02/2026Homepage/Organization/Enterprise Contacts Desktop Step 1: Enter the Admin Console Click More – Management in DingTalk and go to the webpage or just use the website (oa.dingtalk.com) . Choose your organization and log in to the admin console. Step 2: Set department manager Click Contacts – Department management – Modify Selected Department – Set up department...
Change Organization for Departments
Last Updated: 26/02/2026Homepage/Organization/Enterprise Contacts You could set or change which organization the department is in. Desktop Step 1: Enter the Admin Console Click More – Management in DingTalk and go to the webpage or just use the website (oa.dingtalk.com). Choose your organization and log in to the admin console. Step 2: Change the Organization Click Contacts –...
Hide Departments
Last Updated: 26/02/2026Homepage/Organization/Enterprise Contacts Hide department with high confidentiality level to ensure information security. If the department is hidden, employees in other departments can't view this department from Contacts. Desktop Step 1: Enter the Admin Console Click More – Management in DingTalk and go to the webpage or just use the website (oa.dingtalk.com) . Choose your organization...
Set the Contact Visibility for Members
Last Updated: 26/02/2026Homepage/Organization/Enterprise Contacts In order to prevent the leakage of Contacts information, large enterprises can open and restrict department members from viewing Contacts. Desktop Step 1: Enter the Admin Console Click More – Management in DingTalk and go to the webpage or just use the website (oa.dingtalk.com) . Choose your organization and log in to the...
Hide Members’ Phone Numbers
Last Updated: 26/02/2026Homepage/Organization/Enterprise Contacts If you do not want the phone numbers of important members such as C-suite showed to employees, the administrator can hide members' phone numbers. Desktop Step 1: Enter the Admin Console Click More – Management in DingTalk and go to the webpage or just use the website (oa.dingtalk.com) . Choose your organization and...
Turn on Executive Mode
Last Updated: 26/02/2026Homepage/Organization/Enterprise Contacts Executive Mode is a feature to protect the information of senior mangers in the organization. If it is turned on for managers, their mobile phone numbers will be hidden and employees can't send DING, business calls, etc. to them. Desktop Step 1: Enter the Admin Console Click More – Management in DingTalk and...
Maintain Enterprise Contact Security
Last Updated: 26/02/2026Homepage/Organization/Enterprise Contacts The administrator can turn on the watermark of the Contacts information to prevent the screenshots from leaking member information. Once the system detects a risky behavior, it will automatically report to the risk manager. Mobile 2. On the admin page, tap Security Center under the group Others.
How to Find Contacts
Last Updated: 26/02/2026Homepage/Organization/Enterprise Contacts Desktop Click Search – Contacts. Mobile Tap Messages – Search – Contacts.
Delete Resigned Members
Last Updated: 26/02/2026Homepage/Organization/Enterprise Contacts After the administrator deletes a resigned employee from Contacts, the resigned employee will automatically leave the organization's All Member Group, department group, and internal groups to ensure corporate information security. Desktop Step 1: Enter the Admin Console Click More – Management in DingTalk and go to the webpage or just use the website...
1.3 Enterprise Workplace (Admin)
Last Updated: 26/02/2026Homepage/Organization/Enterprise Workplace Workplace is a portal for members to use different features, such as Attendance, Approval and Reports, which aims to facilitate teamwork and improve work efficiency. CONTENTS Add Enterprise Applications to DingTalk Workplace Disable an Application Set Application Access Desktop Click work and you could see mini-apps on it. Mobile Tap Workplace.
Add Enterprise Applications to DingTalk Workplace
Last Updated: 26/02/2026Homepage/Organization/Enterprise Workplace Enterprises can connect the applications or software they are using to the DingTalk portal to achieve single sign-on. Desktop Step 1: Enter the Admin Console Click More – Management in DingTalk and go to the webpage or just use the website (oa.dingtalk.com) . Choose your organization and log in to the admin console....
Disable an Application
Last Updated: 26/02/2026Homepage/Organization/Enterprise Workplace DingTalk provides a wide variety of applications. If there is an application that you don’t need to use, you could disable it, and the disabled application will not show on the organization workplace. Desktop Step 1: Enter the Admin Console Click More – Management in DingTalk and go to the webpage or just...
Set Application Access
Last Updated: 26/02/2026Homepage/Organization/Enterprise Workplace Organizations can set the access for applications on the workplace. Step 1: Enter the Admin Console Click More – Management in DingTalk and go to the webpage or just use the website (oa.dingtalk.com) . Choose your organization and log in to the admin console. Step 2: Edit the Application Click Settings for the...
1.4 Organization Basic Settings
Last Updated: 26/02/2026Homepage/Organization/Organization Basic Settings There are some basic organization settings when using DingTalk. Please feel free to contact us if you have any problems. 📑 CONTENTS (Click to Jump) Join an Organization Main Organization DingTalk Business Card Add Friends Contact Customer Support DingTalk Notification Settings Update DingTalk Version Report Users on DingTalk
Join an Organization
Last Updated: 26/02/2026Homepage/Organization/Organization Basic Settings Desktop 2. Choose Join an existing organization and enter the organization ID to join it Mobile
Main Organization
Last Updated: 26/02/2026Homepage/Organization/Organization Basic Settings When your Dingtalk account joins multiple organizations, you can set the main enterprise, and the system will calculate the teleconference, DING and other related features based on the main enterprise. And it will be showed on your profile. Mobile
DingTalk Business Card
Last Updated: 26/02/2026Homepage/Organization/Organization Basic Settings You can set your own Dingtalk business card on Dingtalk to display company name, position, email and other information. Mobile
Add Friends
Last Updated: 26/02/2026Homepage/Organization/Organization Basic Settings You can add friends by DingTalk ID, phone numbers or emails. Desktop Click + and Add Contact Mobile Tap Messages – + – Add Contact.
Contact Customer Support
Last Updated: 26/02/2026Homepage/Organization/Organization Basic Settings When you encounter a problem, you can contact customer service staff for support. When you encounter a problem, you can submit fault feedback, and the technician will solve your problem. Desktop Click your profile picture and Customer Service to reach FAQ and contact us. Mobile Tap Me or the profile picture, and...
DingTalk Notification Settings
Last Updated: 26/02/2026Homepage/Organization/Organization Basic Settings Desktop Click your profile picture and Settings and Privacy. In the pop-up, Click Notifications and you can choose whether to turn on those notifications. Mobile Tap you profile picture – Settings and Privacy – Message Notifications.
Update DingTalk Version
Last Updated: 26/02/2026Homepage/Organization/Organization Basic Settings When DingTalk has an update, you can update the version without entering the app store. Desktop Click the profile picture and Settings and Privacy to enter the settings page. Click Software Update to set update settings. Mobile Tap the profile picture or Me – Settings and Privacy. Tap About DingTalk and Check...
Report Users on DingTalk
Last Updated: 26/02/2026Homepage/Organization/Organization Basic Settings If you are harassed on DingTalk or initiated other user violations, you can report to DingTalk. Desktop If you find someone might violate the terms and regulations, click the person's profile page and the … icon and report the person.
2. COMMUNICATION
Last Updated: 26/02/2026Homepage/Communication Communication is indispensable in all work scenarios. DingTalk provides members of the organization with a secured online information platform that achieves efficient communication and separates work from life. 📑 CONTENTS (Click to Jump) 2.1 Instant Messaging 2.2 DING 2.3 Online Meetings 2.4 Group Live 2.5 Announcement (Admin)
2.1 Instant Messaging
Last Updated: 26/02/2026Homepage/Communication/Instant Messaging You can have one-on-one and group chats with DingTalk, which supports timely message delivery and efficient office collaboration. 📑 CONTENTS (Click to Jump) For Group Owners and Group Admins Manage Enterprise Group (Admin) Limit Numbers in Internal Groups (Admin) Create Group Chats Invite Members to a Group Manage a Group Set Group Admin...
Manage Enterprise Group (Admin)
Last Updated: 26/02/2026Homepage/Communication/Instant Messaging There are two type of enterprise groups, a group with all members and department groups, facilitating internal communication. The all member group is turned on by default. Only administrators have the permission to manage enterprise groups. All Member Group All employees in your organization will automatically join the group after joining the organization,...
Limit Numbers in Internal Groups (Admin)
Last Updated: 26/02/2026Homepage/Communication/Instant Messaging The organization owner and admins can set the upper limit of the number of members in internal groups to reduce corporate risks. You can only set it on the webpage of admin console (oa.dingtalk.com). Desktop Click More – Management to go to the admin console. Choose the organization and log in to it....
Create Group Chats
Last Updated: 26/02/2026Homepage/Communication/Instant Messaging Use DingTalk group chats to community with stakeholders, facilitating the information sharing. Various types of groups, with different confidentiality level, are supported Desktop Step 1: Click Message – [+] – New Chat Step 2: Select members you want to add to the group Step 3: Set the group name and the group type...
Invite Members to a Group
Last Updated: 26/02/2026Homepage/Communication/Instant Messaging Members can directly join the group chat when they receive an invitation. If the group owner or administrator has enabled the group to be searched, those who want to join the group can also join the group chat by actively searching. Desktop Click Message and Enter the group chat. Click the icon and...
Manage a Group
Last Updated: 26/02/2026Homepage/Communication/Instant Messaging All members of the group can see the group information and enable settings that only work for yourself. The group owner and group administrators adjust settings to manager all members in the group such as who can @All, who can edit the group name, direct messages between members, etc. Desktop Members Click Message,...
Set Group Admin
Last Updated: 26/02/2026Homepage/Communication/Instant Messaging The group administrator assists the group owner to manage the group, each group can set up to 12 group administrators. Desktop Click Message – Group Settings – Group Management – Admin – Add Group Admin. Select the member you would add and click OK. Mobile Tap Messages – More – Group Management –...
Disband a Group
Last Updated: 26/02/2026Homepage/Communication/Instant Messaging The group can be disbanded if it would not be used anymore. Only the group owner and admins can disband a group. Desktop Click Message – Group Settings – Group management – Disband. Mobile Tap Messages – More – Disband the Group.
Transfer Group Ownership
Last Updated: 26/02/2026Homepage/Communication/Instant Messaging The group ownership can be transferred by the original group owner. Desktop Click Messages – Group Settings – Group Management – Transfer Group Ownership. And then select the member you would like to transfer the group. Note: If the group owner leaves the group, the group ownership will be transferred to another person...
Send Group Notice
Last Updated: 26/02/2026Homepage/Communication/Instant Messaging Group owners or group administrators can use the group announcement function when they have important matters that need to be notified to group members quickly. After the announcement is released, you can also check which members have received the announcement, making information transmission more efficiently. Desktop Step 1: Enter your notice Click Messages...
Mute/Unmute Group Members
Last Updated: 26/02/2026Homepage/Communication/Instant Messaging To make important information stay in the prominent position and make sure all are notified, you could use the muting feature of group chats. Only the owner or administrators can mute members. Muting all members and some members are both available. If you mute all members, only the group owner and admins can...
Set Group Shortcut Bar
Last Updated: 26/02/2026Homepage/Communication/Instant Messaging Different types of DingTalk groups have different group shortcut bars. The group owner and administrators can adjust them according to their needs, which is convenient for finding features quickly and easier to use. Desktop Click Message – More and edit the shortcuts in the group. Mobile Tap Messages – More and enable or...
Clear Chat History
Last Updated: 26/02/2026Homepage/Communication/Instant Messaging Desktop Click Messages – Group Settings – Clear Messages. Note: To clear the chat history is to delete your own chat history. Other members in the group can still see the messages. As the delete operation cannot be restored. Please clear it with caution. Mobile Tap Messages – More – Clear Chat History.
Manage Message Shortcuts
Last Updated: 26/02/2026Homepage/Communication/Instant Messaging Turning on message shortcut can directly forward to key messages including @Me and Unread messages, which is an efficient way to organize your chats. The shortcuts are showed on top of the chat list by default. Desktop Click Message – Edit – Manage. You could sort groups and decide which groups to be...
Message AI Translation
Last Updated: 26/02/2026Homepage/Communication/Instant Messaging In order to facilitate cross-country and cross-language communication, DingTalk has provided AI real-time translation. Desktop Click Message – Group Chat – Group Settings – AI Translation. You could translate received messaged, sent messages or both. Mobile Tap Messages – More – AI Auto Translation. You could translate received messaged, sent messages or both.
Forward Messages
Last Updated: 26/02/2026Homepage/Communication/Instant Messaging When you need to quickly transfer messages in private or group chats to other chats, you can use the message forwarding feature to make information transmission more efficiently. There are 2 ways: One-by-One forward, Merge and forward. Desktop Click Message and enter the chat page. Hold on the message you would forward and...
Recall Messages
Last Updated: 26/02/2026Homepage/Communication/Instant Messaging The chat message can be recalled. If recalled, all cannot see the message again. The sender can recall the message within 24 hours. The group owner can recall messages of all members and there is no time limit for the recalling. Desktop Click Message and enter the chat page. Hold on the message...
Send Voice Messages in Chats
Last Updated: 26/02/2026Homepage/Communication/Instant Messaging Send a voice message if typing is inconvenient, which is available on mobile phones and tablets. You can record for up to 5 minutes. You could also convert your voice message into text. Mobile Tap Messages – Voice – Hold to Talk
Send Images and Texts at the Same Time
Last Updated: 26/02/2026Homepage/Communication/Instant Messaging When communicating, you can use the full-screen input mode to add images and texts to one message. The combination of images and texts allows the recipient to quickly understand the meaning of the message. Desktop Click Message and Input box . Enter the pictures and texts. Here is a tool bar to set...
Use Emojis and Stickers in Chats
Last Updated: 26/02/2026Homepage/Communication/Instant Messaging Send emojis and stickers in chats to make the conversation more interesting. Desktop Click the message – Emojis Click Message – Emojis Click Message – Like Mobile Long press the message – Emojis Tap Messages and enter the chat. Then, tap Emojis Tap Messages and enter the group, long press Like and release...
Check Read/Unread Status
Last Updated: 26/02/2026Homepage/Communication/Instant Messaging DingTalk's read and unread feature allows the message sender to check whether the recipient has read the message, to quickly understand the status of the information transmission. Desktop Click Read status under the message and you will see the Recipient List (Unread/ Read). Mobile Tap Read status under the message and the Recipient...
Find Chat Messages Quickly
Last Updated: 26/02/2026Homepage/Communication/Instant Messaging You can find the message quickly by the search feature and go back to the important point. Entering the keywords and search by filters and types are supported. Desktop Click Message – Search. You could enter the keywords to search the information you may look for. Filters and types helps find the information...
Send Report/Approval to Chats
Last Updated: 26/02/2026Homepage/Communication/Instant Messaging Sending reports or approvals to chats to remind the other user to process it. Mobile Tap Messages – Add – Report/Approval. This way is only works with mobile devices. On computers, in the page of report or approval, click share and select the group or person to be sent.
Initiate a Poll
Last Updated: 26/02/2026Homepage/Communication/Instant Messaging The Poll feature helps to collect member's choice on one thing. The results will be automatically counted. Desktop Click Message and More up the input box. Click Poll to initiate one. Mobile Tap Messages – More – Poll – Open – Add. Set options, due time, etc.
Custom Work Status
Last Updated: 26/02/2026Homepage/Communication/Instant Messaging When you are in a meeting, business trip, vacation, etc., you can set up an automatic reply to let other users know your current state clearly. Desktop Click your profile picture – Add Status. Choose a status or Add New Status. Mobile Tap your profile picture – Add Status. Choose a status or...
Secret Chat
Last Updated: 26/02/2026Homepage/Communication/Instant Messaging Secret chat is often used for secure communication of various enterprise information, and has the following characteristics: Mobile Tap Messages – Secret Chat – Add . Select the person and create it.
2.2 DING
Last Updated: 26/02/2026Homepage/Communication/DING When there is important information that needs to be quickly notified to stakeholders, you can use DING to remind them. 📑 CONTENTS (Click to Jump) Send DING Messages Check DING Messages Recall DING DING's Read/Unread Status
Send DING Messages
Last Updated: 26/02/2026Homepage/Communication/DING There are three types of DING messages: in-app, SMS and phone call reminders. SMS and phone call reminder require a specific number of quotas. Quotas can be purchased by the organization admins. In the creating page, you can: Desktop Choose the message you want to send DING or Enter the page of creating DING...
Check DING Messages
Last Updated: 26/02/2026Homepage/Communication/DING After receiving the DING message, a pop-up reminder will appear on both the mobile devices and the computer. You can click to view it directly, or you can enter DING message interface to view it later. In DING page, DING messages are divided into four groups: Desktop Click DING. There will be five groups...
Recall DING
Last Updated: 26/02/2026Homepage/Communication/DING If you send the DING message by mistake, you could recall it. If the DING is recalled, the recipients will not view the content anymore. Desktop Click DING and find the message you want to delete. Click – Recall. Mobile Tap DING – All/Sent – More– Recall.
DING’s Read/Unread Status
Last Updated: 26/02/2026Homepage/Communication/DING Desktop Click DING – Details. You will see who has read or unread the message. Mobile Tap Messages – DING – Details– Recipients. And the read status will be showed.
2.3 Online Meetings
Last Updated: 26/02/2026Homepage/Communication/Online Meetings DingTalk Online Meeting supports real-time multi-person online communication. You can initiate meetings anytime and anywhere. 📑 CONTENTS (Click to Jump) Start Video Meeting Join Video Meeting Share Your Screen or Docs Start Audio Meeting Join Audio Meeting Start Conference Call
Start Video Meeting
Last Updated: 26/02/2026Homepage/Communication/Online Meetings Video meeting has the ability to aggregate audio and video to provide a safe, clear, stable and smooth remote video meeting experience, and supports up to 302 people online at the same time. You can also share the meeting code or send invitation card for people to join the meeting later. Desktop Step...
Join Video Meeting
Last Updated: 26/02/2026Homepage/Communication/Online Meetings You can join the video meeting when you are invited. If you miss the invitation, you can also join later by simply clicking the invitation card or meeting link shared by the meeting host. Desktop Click Meetings – Join and enter the meeting ID to join it. Click Join to join the meeting....
Share Your Screen or Docs
Last Updated: 26/02/2026Homepage/Communication/Online Meetings Desktop Click Share and Choose what you share. Mobile Tap Share and Choose what you share.
Start Audio Meeting
Last Updated: 26/02/2026Homepage/Communication/Online Meetings Audio meetings can be used when the participants do not need to show faces and the network is not in good condition. You can also share the meeting code or send invitation card for people to join the meeting. Audio meeting is available on mobile devices. On computers, you could start a video...
Join Audio Meeting
Last Updated: 26/02/2026Homepage/Communication/Online Meetings You can join the voice meeting directly when you are invited. If you miss the invitation, you can also join later by simply clicking the invitation card or through the meeting ID shared by the meeting host. Desktop Mobile Webpage
Start Conference Call
Last Updated: 26/02/2026Homepage/Communication/Online Meetings When the network is not stable in the location where the participants are located, they can communicate through the conference call. This only works on mobile devices. Mobile Step 1: Go to meeting start page There are two ways to start a video meeting. Step 2: Select the participants
2.4 Group Live
Last Updated: 26/02/2026Homepage/Communication/Group Live Launch live streaming anytime and anywhere with DingTalk Group Live. It can be used for scenarios including corporate events and online classes. 📑 CONTENTS (Click to Jump) Enable Group Live Start a Group Live Join a Live View Live Data
Enable Group Live
Last Updated: 26/02/2026Homepage/Communication/Group Live Make sure group live is enable before you start a group live. The group owner and admins can enable or disable it. If turned off, only group owner and admin can start a live. If turned on, all members in the group can start a live. Desktop Click Message – Group Settings –...
Start a Group Live
Last Updated: 26/02/2026Homepage/Communication/Group Live The live can be used for scenarios such as internal training in the enterprise. All members can watch the live on their mobile mobile phones or computers. The live is safer and more difficult to spread than other kinds of spreading methods. Desktop Start a Live Now Step 1: Go to the live...
Join a Live
Last Updated: 26/02/2026Homepage/Communication/Group Live The desktop and mobile devices share the same methods to watch a live. Desktop and Mobile
View Live Data
Last Updated: 26/02/2026Homepage/Communication/Group Live When the live ends, DingTalk will automatically provide the viewing data. The data is only visible for the live starter. Desktop
2.5 Announcement (Admin)
Last Updated: 26/02/2026Homepage/Communication/Announcement Important news such as company rules and regulations and holiday information, etc. can be communicated simultaneously by using DingTalk Announcement. 📑 CONTENTS (Click to Jump) Publish an Announcement Set a Welcome Announcement Organize Announcements Manage Sent Announcements
Publish an Announcement
Last Updated: 26/02/2026Homepage/Communication/Announcement Administrators can publish rules and regulations, holiday information and other notices by announcements to quickly notify employees needed. Desktop Step 1: Go to the create page of announcement Click Work – Announcement – Create Step 2: Provide the information needed Step 3: Set the visibility of the announcement and whether to send DING reminders...
Set a Welcome Announcement
Last Updated: 26/02/2026Homepage/Communication/Announcement The administrator can preset a welcome announcement for new employees. Whenever a new employee join the organization, he will immediately receive the welcome announcement sent by the system and feel the company's care. Note: The setting works only with computers. Desktop Step 1: Go to the create page of announcement Click Work – Announcement...
Organize Announcements
Last Updated: 26/02/2026Homepage/Communication/Announcement You can add categories for announcements to better organize them, which facilitates searching and finding. The setting works only from computer. Desktop Click Work – Announcement – New Category. Enter the name and save it.
Manage Sent Announcements
Last Updated: 26/02/2026Homepage/Communication/Announcement As for each announcement, you could check it's read/unread status, edit and re-send it, recall it, and stick it to top. Beside the setting works only on computer. Desktop Click Work – Announcement. And you will see the list with the status information.
3. COLLABORATION
Last Updated: 26/02/2026Homepage/Collaboration Effective teamwork has become the cornerstone of success for organizations across all industries. Whether you're collaborating on a project, brainstorming innovative ideas, or navigating complex challenges, the right tools can make all the difference. Our suite of features is designed to enhance collaboration, streamline communication, and elevate productivity, empowering teams to work cohesively and...
3.1 Attendance
Last Updated: 26/02/2026Homepage/Collaboration/Attendance With DingTalk Attendance, managers can track employees' attendance anytime and anywhere, generate and download attendance statistics intelligently. The cloud storage function of Attendance prevents you from data loss. 📑 CONTENTS (Click to Jump) Create a New Attendance Group Create a New Attendance Shift Manage Overtime Rules Set Attendance Time for Special Days Allow Off-site...
Create a New Attendance Group
Last Updated: 26/02/2026Homepage/Collaboration/Attendance There are three attendance modes available. And you could also set who should be included in the group and create various groups for your organization if your members have different working hours. We offer two ways for clocking in/out: WLAN and Location. Desktop Step 1: Go to the DingTalk Admin Console Click More and...
Create a New Attendance Shift
Last Updated: 26/02/2026Homepage/Collaboration/Attendance Desktop Step 1: Go to the DingTalk Admin Console Click More and Management to go to the webpage of Admin Console. Step 2: Go to the Application page Click Attendance under Common Applications. Step 3: Create a new attendance group
Manage Overtime Rules
Last Updated: 26/02/2026Homepage/Collaboration/Attendance Desktop Step 1: Go to the DingTalk Admin Console Click More and Management to go to the webpage of Admin Console. Step 2: Go to the Application page Click Attendance under Common Applications. Step 3: Create a new attendance group Click Attendance Group Management – Overtime rule In the Overtime rule page, In the...
Set Attendance Time for Special Days
Last Updated: 26/02/2026Homepage/Collaboration/Attendance You could set certain days as holidays and clock-in and out are needed in those days. Please note that this features only works for attendance groups with Fixed shifts and the admin console on the computer would be the only way to set it. Desktop Step 1: Go to the DingTalk Admin Console Click...
Allow Off-site Clock-in/out
Last Updated: 26/02/2026Homepage/Collaboration/Attendance When there are members on business trip, off-site clock-in/out would be a better way to make sure they are on work. Desktop Step 1: Go to the DingTalk Admin Console Click More and Management to go to the webpage of Admin Console. Step 2: Go to the Application page Click Attendance under Common Applications....
Export Attendance Report
Last Updated: 26/02/2026Homepage/Collaboration/Attendance Desktop Step 1: Go to the DingTalk Admin Console Click More and Management to go to the webpage of Admin Console. Step 2: Go to the Application page Click Attendance under Common Applications. Mobile Step 1: Go to the Statistics page Tap Workplace – Attendance – Statistics Step 2: Export reports Click Report and...
3.2 Check-in
Last Updated: 26/02/2026Homepage/Collaboration/Check-in DingTalk Check-in function is for members who have flexible work time and location to record their work. Check-in for meetings and lives is also available. 📑 CONTENTS (Click to Jump) Check in on the Workplace and in Groups Check in for a Meeting Check in for a Group Live
Check in on the Workplace and in Groups
Last Updated: 26/02/2026Homepage/Collaboration/Check-in Check in on the workplace and in groups only works on mobile phones. Mobile Step 1: Go to the check in page Tap Workplace. Enter the customer you visit and then tap Sign in. Step 2: Check in Write the notes and take a photo as required. Please note that the check-in data is...
Check in for a Meeting
Last Updated: 26/02/2026Homepage/Collaboration/Check-in Desktop Step 1: Start Check-in in a meeting Click Calendar – Create or Select an event – Check-in/out. There will be a QR code for check-in. Participants could use DingTalk to scan the code to check in. Step 2: Check in Before the Meeting There will be a QR code for check-in. Participants could...
Check in for a Group Live
Last Updated: 26/02/2026Homepage/Collaboration/Check-in Mobile Step 1: Start a Group Live Tap + and Live in a Group. Once the live started, you will see the watching details by tapping X watching. Step 2: Start Check-in Tap the button Initiate check-in. Choose how long the check-in lasts. Viewers should check in in time. Once the check-in ends, viewers...
3.3 Approval
Last Updated: 26/02/2026Homepage/Collaboration/Approval DingTalk Approvals has various approval templates for various business scenarios, including human resources, finance, marketing, collaboration, administration, corporate culture and experience management, etc., which can easily meet daily office requirements. 📑 CONTENTS For Organization Administrators Create an Approval Form Check the Approval Process Set Conditioned Processes for Approvals Edit the Approvers Allow Approves to...
Create an Approval Form
Last Updated: 26/02/2026Homepage/Collaboration/Approval The organization admins can create an approval form that meet its own business needs. Desktop Step 1: Go to the Admin Console Click More – Management and you will enter the Admin Console webpage. Choose your organization and log in to the admin console. Step 2: Go to the Approval page Click Approval under...
Check the Approval Process
Last Updated: 26/02/2026Homepage/Collaboration/Approval Use your mobile phone to preview the created approval. Desktop Step 1: Go to the Admin Console Click More – Management and you will enter the Admin Console webpage. Choose your organization and log in to the admin console. Step 2: Go to the Approval page Click Approval under Common Applications. Step 3: Check...
Set Conditioned Processes for Approvals
Last Updated: 26/02/2026Homepage/Collaboration/Approval There will be various conditions for business processes. And DingTalk develops a feature that allow admins to set processes under different conditions. Step 1: Go to the Admin Console Click More – Management and you will enter the Admin Console webpage. Choose your organization and log in to the admin console. Step 2: Go...
Edit the Approvers
Last Updated: 26/02/2026Homepage/Collaboration/Approval Desktop Step 1: Go to the Admin Console Click More – Management and you will enter the Admin Console webpage. Choose your organization and log in to the admin console. Step 2: Go to the Approval page Click Approval under Common Applications. Step 3: Edit the Approval Click Approval process management and edit the...
Allow Approves to Edit the Approval Form
Last Updated: 26/02/2026Homepage/Collaboration/Approval Desktop Step 1: Go to the Admin Console Click More – Management and you will enter the Admin Console webpage. Choose your organization and log in to the admin console. Step 2: Go to the Approval page Click Approval under Common Applications. Step 3: Edit the Approval Click Edit to edit the approval and...
Allow One to Submit Approvals for Others
Last Updated: 26/02/2026Homepage/Collaboration/Approval Submitting approvals for others is allowed if the admin turn on it. Desktop Step 1: Go to the Admin Console Click More – Management and you will enter the Admin Console webpage. Choose your organization and log in to the admin console. Step 2: Go to the Approval page Click Approval under Common Applications....
Disable or Delete Approval Forms
Last Updated: 26/02/2026Homepage/Collaboration/Approval Once an approval form has been created, members in your organization could use and submit it. You could disable or enable it according your business needs. Please note that if the form is deleted, the ongoing approvals and all approval data will be deleted too. Step 1: Go to the Admin Console Click More...
Export Approval Data
Last Updated: 26/02/2026Homepage/Collaboration/Approval Step 1: Go to the Admin Console Click More – Management and you will enter the Admin Console webpage. Choose your organization and log in to the admin console. Step 2: Go to the Approval page Click Approval under Common Applications. Step 3: Export approval data Click Export Data and there will be filters,...
Check the Employees’ Approvals on this Form
Last Updated: 26/02/2026Homepage/Collaboration/Approval The admin could see the submitted approvals of approvals on their mobile phones. Mobile Step 1: Go to the Approval page Tap Workplace – Approval, and find your the approval under Initiated. Step 2: Select one's approval and view the history Tap View History and you could see who submitted this approval in this...
Delete Submitted Approvals
Last Updated: 26/02/2026Homepage/Collaboration/Approval The administrators could delete specific submitted approvals if needed. Step 1: Go to the Admin Console Click More – Management and you will enter the Admin Console webpage. Choose your organization and log in to the admin console. Step 2: Go to the Approval page Click Approval under Common Applications. Step 3: Find the...
Submit an Approval
Last Updated: 26/02/2026Homepage/Collaboration/Approval Desktop Step 1: Choose an Approval Click More – Approval to go to the approval page. There are various approvals. Choose the one you would submit. Step 2: Fill in all information required and submit it Step 3: Check the approval status Click Initiated, you could see all initiated approvals and their status would...
Re-edit or Recall a Submitted Approval
Last Updated: 26/02/2026Homepage/Collaboration/Approval If you submit an approval by mistake or some information in the approval changed. You could edit or recall it, and submit it again. Once you choose re-edit, the approval you submit will be recalled automatically. Desktop Step 1: Go to the Approval page Click Work – Approval, and find your the approval under...
Print an Approval
Last Updated: 26/02/2026Homepage/Collaboration/Approval Desktop Step 1: Go to the Approval page Click Work – Approval, and find your the approval under Initiated. Step 2: Find the approval and print it Click the approval to see details and click Print. The printed files will sent you by the system account Notice. Step 3: Download the printed file Click...
3.4 Docs
Last Updated: 26/02/2026Homepage/Collaboration/Docs DingTalk Docs is a secured and reliable platform that supports document collaboration and knowledge management. Various types of documents are supported. 📑 CONTENTS Create a Document Manage Document Permissions Recover Previous Version of a Document Open Docs in an Independent Window Export and Download Documents Delete Documents
Create a Document
Last Updated: 26/02/2026Homepage/Collaboration/Docs Desktop Click Docs – New. Various types of documents are supported, including docs, spreadsheet, slides and mind map. Mobile
Manage Document Permissions
Last Updated: 26/02/2026Homepage/Collaboration/Docs You could grant different permissions to different members, ensuring the information security. There are four permissions for a file: Desktop Click Docs and choose the file. Next, click the icon – Permission manage. Mobile Tap Docs. Choose the document and tap the icon – Permission manage.
Recover Previous Version of a Document
Last Updated: 26/02/2026Homepage/Collaboration/Docs The Edit History of the document will be saved and your could view the history and restore the document to the version you want. Desktop Open the document and click Saved under the title. You will see the history and restore the document to a specific version.
Open Docs in an Independent Window
Last Updated: 26/02/2026Homepage/Collaboration/Docs DingTalk Docs or a specific document could be opened in the DingTalk window or in the browser. Desktop Choose the document and click the icon at the left doc navigation bar. Turn on Open in browser and the document will be open in your default browser.
Export and Download Documents
Last Updated: 26/02/2026Homepage/Collaboration/Docs Documents could be exported and download as various format of documents. Desktop Open the document. Click on the toolbar. There will be multiple actions for the document. You could click download the document and choose a format, or export the document to Wiki or DingTalk Drive. Mobile Open the document and tap . Scroll...
Delete Documents
Last Updated: 26/02/2026Homepage/Collaboration/Docs Desktop In this period, you could restore or delete it again. If the document is deleted here, and it will completely deleted and can't be restored anymore. Click the icon on the homepage of DingTalk Docs and then click Recycle bin to view deleted documents. Mobile Tap Docs to enter the DingTalk homepage. And...
3.5 Drive
Last Updated: 26/02/2026Homepage/Collaboration/Drive You can store, edit and share work materials anytime and anywhere on any devices with DingTalk Drive. Easy Access Documents can be saved to the cloud with one click, where one can manage the corporate work. It is easy to operate, and can be accessed and edited at any time. Finer Permission Management Finer...
Add Personal Work Files to Drive
Last Updated: 26/02/2026Homepage/Collaboration/Drive DingTalk Drive offers cloud file storage for the enterprise. The files your stored in it will consumed the enterprise storage. The organization admin could by the storage if it has been used up. Desktop Step 1: Click …More -Drive to enter the drive page. Step 2: Add files to My files Mobile Step 1:...
Add Team Files
Last Updated: 26/02/2026Homepage/Collaboration/Drive Share files and information within the team with Team files. Desktop Step 1: Click …More -Drive to enter the drive page. Step 2: Create a folder in Team files Click Team files – ＋New. Enter the folder name and create it. Step 3: Add or upload files in the folder. You could also drag...
Edit Microsoft Office Files Online
Last Updated: 26/02/2026Homepage/Collaboration/Drive DingTalk Docs support Microsoft Office Editor and you could save and edit with DingTalk Docs, not only in Drives, in all scenarios where there are MS Office files to be edited. Desktop Open the uploaded Microsoft Office files and Click Edit. You could choose to edit the file with the DingTalk online editor or...
Manage Permissions for Files
Last Updated: 26/02/2026Homepage/Collaboration/Drive Desktop 2. Add collaborators and grant them different permissions. Here are configurations for the file or folder. Mobile
Share Drive Files to Members
Last Updated: 26/02/2026Homepage/Collaboration/Drive Desktop Click Drive to enter the Drive page. Hold on the folder to be shared and click . You could send the link to others in DingTalk or copy the link and sent it to others in other applications. Hold on the file and click . You could share the file by link. Mobile...
Restore Deleted Files in Drive
Last Updated: 26/02/2026Homepage/Collaboration/Drive Desktop Step 1: Find the file in Recycle Bin Click More – Recycle Bin. All deleted files will be kept here for 30 days. Please note that they will be completely deleted in 30 days and can't be restored anymore. Step 2: Hold on the file and click Restore The file will go back...
3.6 Wiki
Last Updated: 26/02/2026Homepage/Collaboration/Wiki DingTalk Wiki is a professional and efficient enterprise knowledge management platform, which can assist in creating your own corporate knowledge library easily through simple and convenient operations. All the content produced by the internal collaboration will be recorded and are available to all members within the Wiki. DingTalk Wiki can be edited simultaneously and...
Create a Wiki
Last Updated: 26/02/2026Homepage/Collaboration/Wiki Desktop Step 1: Go to the Wiki page Click More – Wiki to enter the wiki page. Step 2: Add a new wiki 2. Choose a template or a blank wiki and click Next 3. Enter the Wiki name and introduction. Click more settings to set the permissions ot bound groups for thr wiki....
Search Wiki
Last Updated: 26/02/2026Homepage/Collaboration/Wiki Desktop Click Docs – Wiki and enter the keywords in the search bar to search for wikis and documents. Mobile Tap Docs – Wiki – . Enter the keywords to search wikis and documents.
Set Permissions for Wiki
Last Updated: 26/02/2026Homepage/Collaboration/Wiki Desktop 2. Click Rights management – Members and Permissions. You could add members for this wiki and give them different permissions. Mobile 3. Add collaborators Tap Authority Management. You could add collaborators for the wiki and give them different permissions.
Set Watermarks
Last Updated: 26/02/2026Homepage/Collaboration/Wiki To ensure information security, you could add watermarks for the wikis. Desktop 2. Click security. You could turn on Show Watermark. This feature is for free trial. Mobile 3. Tap Security. You could turn on Show Watermark. This feature is for free trial.
Wiki Settings
Last Updated: 26/02/2026Homepage/Collaboration/Wiki Besides permissions and watermarks. Here are other settings about a wiki. You could go to the settings page to set them. Desktop Open the wiki and click Settings. There are access management, basic information, security and etc. Mobile 3. Set the name, access, security and AI Assistant for the wiki.
3.7 Report
Last Updated: 26/02/2026Homepage/Collaboration/Report DingTalk Report makes it convenient for managers to understand the daily work of employees, and it also can assist employees in summarizing and precipitating work experience. 📑 CONTENTS Create a Report Template Manage Report Template Access Write a Report Invite Members to Write a Report View a Submitted Report Create a Data Rule Export...
Create a Report Template
Last Updated: 26/02/2026Homepage/Collaboration/Report All users could create a report template for personal use. You could write different types of report to record your work or send it to your team members or supervisors. Desktop Step 1: Go to the Report page Click Work – Report and enter the report page. Step 2: Add a new template You...
Manage Report Template Access
Last Updated: 26/02/2026Homepage/Collaboration/Report You could set the visibility of your report template. Mobile 2. Select the template. Tap More – Modify Template and enter the detail page. 3. Tap Permission settings and Scope to set the access.
Write a Report
Last Updated: 26/02/2026Homepage/Collaboration/Report Desktop 2. Select the report template to write a new report. You can also import previous report into the new one. Mobile
Invite Members to Write a Report
Last Updated: 26/02/2026Homepage/Collaboration/Report You could send the report template to others by chat or send a QR code to invite others to write it. Mobile 2. Select the template. Tap More – Send a template to others to fill in or Build a template QR code.
View a Submitted Report
Last Updated: 26/02/2026Homepage/Collaboration/Report Desktop Click Work – Report- Received. Mobile Tap Workplace – Report – View – Received
Create a Data Rule
Last Updated: 26/02/2026Homepage/Collaboration/Report Mobile Step 1: Enter the Report page Tap Workplace – Report – Rules – Add Rules. Step 2: Choose a template and add a new data rule
Export Report Data
Last Updated: 26/02/2026Homepage/Collaboration/Report Exporting report data is supported to help manage and check all reports. Desktop 2. Click Statistics and find the reports you would like to export by filters. Click Export then. Mobile Step 1: Enter the Report page 2. Choose the report to be exported and tap Export report. Select the time and tap Export....
3.8 To-Do
Last Updated: 26/02/2026Homepage/Collaboration/To-Do DingTalk To-Do has powerful task and project management functions that can help you improve work efficiency. 📑 CONTENTS Create a To-Do Task Complete a To-Do Task Check To-Do Tasks Delete a To-Do Task
Create a To-Do Task
Last Updated: 26/02/2026Homepage/Collaboration/To-Do To-Do is a task management tool for personal users and organizations. With To-Do, you could organize tasks in one place and see their due time and details, avoid forgetting them and delaying the work. Desktop Click To-Do and you will go to the to-do page. Click and Create a new To-Do. Enter the task...
Complete a To-Do Task
Last Updated: 26/02/2026Homepage/Collaboration/To-Do Desktop Click To-Do and you will go to the to-do page. Click Complete if the task has been done. Mobile Tap To-do to enter the to-do page. Click the to complete the task.
Check To-Do Tasks
Last Updated: 26/02/2026Homepage/Collaboration/To-Do Desktop Click To-Do and you will go to the to-do page. To-dos are divided into several groups. Attention: High-priority tasks Starred: Tasks that you have starred Processed: Completed tasks Created: Tasks you created Followed: Tasks with you as a follower. You may not need to do the task but you have to keep an...
Delete a To-Do Task
Last Updated: 26/02/2026Homepage/Collaboration/To-Do Delete tasks can't be restored, please delete tasks with caution. Desktop Click To-Do and enter the to-do page. You could delete one task or delete them in batch. Select the task, click and Delete to delete the task. Click Batch processing and select tasks you want to delete or select all. And then delete...
3.9 Calendar
Last Updated: 26/02/2026Homepage/Collaboration/Calendar You can check all schedules like meetings in DingTalk Calendar, which also supports smart reminder function. Precise Notification of Calendar Meetings Invitations will be sent directly to each attendee in chat form to ensure that nothing goes wrong. Automatic Meeting Group Generation Meeting groups can be generated synchronously, making organization, communication and collaboration before...
Create an Event
Last Updated: 26/02/2026Homepage/Collaboration/Calendar Desktop Click Calendar to enter the calendar page. Click or just click the time period in the calendar to quickly create an event. In the detailed event page, you could set the time. We have two features for you to improve the efficiency. Mobile Tap Calendar on the message page, and you will enter...
Sync Events
Last Updated: 26/02/2026Homepage/Collaboration/Calendar DingTalk Calendar could sync its events to other Calendar such Microsoft Calendars and sync events from other applications such as Microsoft Calendar, system calendar, and other DingTalk applications, including Mail, Report and To-do, organizing all your events in one calendar. No more worry for missing events. Desktop Mobile Tap Calendar on the Messages page....
Select Showed Calendar
Last Updated: 26/02/2026Homepage/Collaboration/Calendar As you may sync events from multiple calendars, you could choose which calendars to be showed on your calendar to focus on important events. Desktop Mobile
Change View of DingTalk calendar
Last Updated: 26/02/2026Homepage/Collaboration/Calendar 4 views are available on Computers and on mobile phones. You could set the view as you like. Desktop Click Calendar and you could change the view to Day/Week/Month/List. Mobile
Search an Event
Last Updated: 26/02/2026Homepage/Collaboration/Calendar Desktop Click the search bar and Calendar. Enter the keywords to search events. Mobile Tap Search and enter keywords to search for events.
Create a Public Calendar
Last Updated: 26/02/2026Homepage/Collaboration/Calendar You could create events according to your business scenarios, such as product release calendar. Other members in the organization could subscribe the calendar to quickly get the arrangement. Desktop 2. Set the calendar name, event color, descriptions and who could see and subscribe the calendar. 3. Click Done and the calendar will be released....
Subscribe to Public Calendars
Last Updated: 26/02/2026Homepage/Collaboration/Calendar You could subscribe public calendars on your demand. Desktop Click Calendar – Subscribe -Team calendar to see public calendar from your team members or calendars you have access. And in Subscriptions, you could see all your subscribed calendars. Hold on the calendar and Click Subscribe or Unsubscribe. Mobile
Manage a Public Calendar
Last Updated: 26/02/2026Homepage/Collaboration/Calendar If there is any change to released public calendar. You could edit the information of the calendar. Desktop 2. Select the calendar and click it to see its details. 3. Edit events or change settings of it.
3.10 Mail
Last Updated: 26/02/2026Homepage/Collaboration/Mail Make email communication as easy as chatting. Won't Miss Important Emails You can send the email directly to a chat. When @ someone in the email, a notification will be delivered as a private chat to them. Link Your Mails Freely You can also add your own mailbox to Ding Mail. Send and receive...
Send an Email
Last Updated: 26/02/2026Homepage/Collaboration/Mail Desktop Step 1: Go to the Mail page Click … More – Mail. Step 2: Create a new mail Click to create a new mail and then write an email. Mobile Step 1: Go to the Mail page Tap Workplace – Mail Step 2: Tap + to create a new email
Add a Label to an Email
Last Updated: 26/02/2026Homepage/Collaboration/Mail You could add labels or tags to emails to better organize and manage your emails. Desktop Step 1: Add labels Go to the Mail page and Click + besides Labels to add a new one. Enter the name and click to save your label. Step 2: Add a label for the email Hold on...
Create an Event with DingTalk Mail
Last Updated: 26/02/2026Homepage/Collaboration/Mail You could create an event with DingTalk Mail and send it to participants by email. Desktop Click … More – Mail – – Email Calendar – Email Calendar to open the event page. 2. Enter all the information required for the event.
Create Email Contacts
Last Updated: 26/02/2026Homepage/Collaboration/Mail DingTalk Mail provided the feature of email contacts. Desktop Step 1: Click … More – Mail – – Email Contacts to enter the Email Contacts page. Step 2: Add Contact Click – Import Contacts and choose the source to add contacts in batch. You could also add groups for contacts to better organize your...
Communicate on the Email Quickly
Last Updated: 26/02/2026Homepage/Collaboration/Mail When you have problems with an email, you could communicate by chats or meetings with members quickly. Mobile Forward the email to chat or start a meeting on it to make sure all information are cleared.
Set an Auto-reply
Last Updated: 26/02/2026Homepage/Collaboration/Mail You could set an auto-reply when you are in vacation or out of office to remind the sender your work status and when you will process it. Desktop 2. Click Settings – Out-Of-Office Reply Settings. Set the time period, reply contents and save it.
Manage the Blocklist and Allowlist
Last Updated: 26/02/2026Homepage/Collaboration/Mail Desktop 2. Click Settings – Blocklist/Allowlist, and add members into the lists.
Add Mail Addresses into DingTalk Mail
Last Updated: 26/02/2026Homepage/Collaboration/Mail You could add other emails into DingTalk Mail. Integrate emails into one place to avoid missing important information. Desktop 2. Click Settings – Other Mailboxes – Add Mailbox. Mobile
Set the Email Notification
Last Updated: 26/02/2026Homepage/Collaboration/Mail If the email notification turned on, you will receive an notification from DingTalk. Desktop 2. Click General Settings, choose whether to receive notifications, and save your settings. Mobile
3.11 Projects
Last Updated: 26/02/2026Homepage/Collaboration/Projects DingTalk project is a project collaboration tool which is easy to operate and use. With the project as the core, DingTalk integrates communication and task management into projects, which assists in project efficiency. 📑 CONTENTS Create a Project Invite Members into a Project Add Roles to Members Create and Assign a Task Turn on...
Create a Project
Last Updated: 26/02/2026Homepage/Collaboration/Projects Desktop 2. Choose an template or a blank project. Enter the name and click Confirm. Mobile 3. Enter the name and set the access for the project. Then a new project will be created.
Invite Members into a Project
Last Updated: 26/02/2026Homepage/Collaboration/Projects Desktop There are two ways to add new members into a project. 2. Enter the project and click Menu – Roles and Permissions – Members – Add. You could add members for each role. Mobile Enter the project and tap to add new members.
Add Roles to Members
Last Updated: 26/02/2026Homepage/Collaboration/Projects Desktop 2. Click Invite besides the profile pictures. Click … besides the member name and select the role in the project. Mobile 2. Tap Member to choose the role. And then tap Invite Member to add member in this role.
Create and Assign a Task
Last Updated: 26/02/2026Homepage/Collaboration/Projects Tasks are specific actions of the project. You could create tasks and assign them to different members and track the process. Desktop 2. Set the task, due time and assign it to members. Click Create when you entered all information. 3. Click the task to see details such as the task priority. Mobile There...
Turn on Task Completion Notice
Last Updated: 26/02/2026Homepage/Collaboration/Projects If task completion notice is turned on, the task owner and followers will receive an notification. Desktop 2. Click the clock icon to set task reminders. Select When the task ends. Mobile Open the project and tap to see the task details. Tap and select When the task ends.
Manage Project and Task Permissions
Last Updated: 26/02/2026Homepage/Collaboration/Projects Desktop Click Projects and open your project. Click Menu – Roles and Permissions. You could select the task accesses for each role.
View Project Data
Last Updated: 26/02/2026Homepage/Collaboration/Projects Desktop Click Projects at the left navigation bar and open your project. Click Analytics to see the project data.
Archive a Completed Project
Last Updated: 26/02/2026Homepage/Collaboration/Projects You could archive a project when it's completed and save it as data assets. Desktop Click Projects and open the completed project. Click Menu – Archive Project.
4. ENTERPRISE VERIFICATION
Last Updated: 26/02/2026Homepage/Enterprise Verification Enterprise Verification, your go-to solution for building trust and ensuring authenticity in every interaction within your organization. Whether you’re on boarding new partners, collaborating with suppliers, or engaging with clients, being able to verify the credentials and legitimacy of enterprises is key to mitigating risks and fostering productive relationships. Please note that only...