FAQ
Frequently asked questions about activity analytics, Gmail and Chat metrics, performance reviews, document alerts, and Google Workspace insights.
How can I categorize specific types of work activities in Workalizer?
You can categorize specific types of work activities by navigating to the "Activity Labels" tab in settings. Here, you can create new labels and define cus…
Can I define custom rules for automatically assigning labels to activities?
Yes, absolutely. Workalizer's Activity Labels feature allows you to define custom rules for automatically assigning labels. When creating or editing a labe…
How do I edit or remove an pre-defined activity label?
To edit an existing activity label, go to the "Activity Labels" tab in your settings and click the pencil icon next to the label you wish to modify. Make y…
Is there a way to automatically generate activity labels based on my team's data?
Yes, Workalizer offers an AI-powered feature to automatically generate activity labels. In the "Activity Labels" tab, you'll find a "Generate labels by AI"…
What criteria can I use to define rules for activity labels?
When defining rules for activity labels, you can use various criteria to ensure accurate categorization. The primary criteria include event names, titles o…
How can I set up alerts for specific document actions?
You can set up alerts for specific document actions by accessing the 'Document Alert Configuration' modal. Inside, use toggle switches to select actions li…
Can I choose which documents trigger an alert?
Yes, absolutely. Within the 'Document Alert Configuration' modal, after selecting the alert actions, you can enable a search/recent documents toggle. This …
Is it possible to exclude certain users or roles from triggering document alerts?
Yes, Workalizer offers an 'by anyone except' dropdown feature in the configuration modal. This allows you to define specific exceptions, for example, preve…
What types of document activities can I monitor with alerts?
You can monitor a comprehensive range of document activities, including editing, copying, downloading, sending to email, sharing (both internally and exter…
How do I track when a document is shared externally?
To track external sharing, access the 'Document Alert Configuration' modal and enable the 'Share Externally' action toggle. This will ensure you receive im…
How can I get notified when a specific document is modified or acted upon?
You can get notified when a specific document is modified or acted upon by using Workalizer's Document Alerts. Simply navigate to the 'Doc Alerts Configura…
Can I track who is sharing sensitive documents externally?
Yes, Workalizer's Document Alerts allow you to track who is sharing sensitive documents externally. By configuring an alert for the 'Share' action on speci…
