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🕵️♀️Before setting up tags, priorities, and favorite desks, you must set the number of desks and assign areas to users. |
Concepts and Useful Information
- Desks and parking spots can be categorized using tags.
- Tags define characteristics, e.g., "double screen" for desks or "EV" for parking spots with charging stations.
- Unlimited tags can be created.
- Users are assigned office areas, office tags, and parking tags.
- Waldo links user tags with available desks and parking spots.
1 - Create Office Tags
- Go to the Waldo management portal.
- Authenticate using your Microsoft 365 account.
- Navigate to Desk, rooms and parkings > Tags and click "Add desk tag...".
- Enter the label name for the desk tag and click Save.
Tip: To add labels in another language, select the language, click "Add," and enter the label.
2 - Assign Office Tags to Users
- Go to Users > Users and select the user profile.
- Assign the relevant office tags.
Example: If Bob has the "Double Screen" tag and desk B2 has the same tag, Waldo may reserve desk B2 for Bob.
Note: The matching criteria must be exact. If a user has three required tags, Waldo will only assign desks with those exact tags.
3 - Define Favorite Desks
Users can define favorite desks within their allowed office areas.
- Go to Users > Users and select a user profile.
- Add favorite desks.
Users can also set favorite desks in the Waldo app under settings.
4 - Assign Fixed/Dedicated Desks
A fixed or dedicated desk is exclusively assigned to a user. It cannot be booked by others, even if the user is absent.
5 - Set Priority Levels for Users
Optionally, assign different priority levels to users.
- Go to Users > Users and select a user profile.
- Specify priority levels per area.
Note: Higher-priority users are assigned desks before lower-priority users.
For more details on how Waldo assigns desks and parking spots, refer to this article.
6 - Set Up the Office Map
The office map feature is available for paid plans. Learn more in this guide.
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