Adding & removing people to bundles

How to add people to a bundle so you can track completion or compliance

1 min read

Before you get started

It's likely you have done this already, but worth noting before you can start firing off bundles you will need to create a few bundles first.

Getting Started

You will need to navigate to the People section of Worknice.

Adding people to a bundle

1 - Select each person you wish to add to a bundle by checking the box next to their display name.

2 - On the floating menu at the bottom of the page, click More actions and Add people to bundles

3 - Select one or more bundles these people should be added to

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If a person is already added to a bundle, they won’t be added as a duplicate

4 - done

removing people from a bundle

1 - Select each person you wish to remove from a bundle by checking the box next to their display name.

2 - On the floating menu at the bottom of the page, click More actions and Remove people from bundles

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The list of bundles will only show the bundles this group of people are in (and will hide others)

3 - Select the bundles these people should be removed from

4 - done

You're all done!

If you have any questions please reach out to our support team at help@worknice.com or through the help section within Worknice.

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