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Session 4: Projects
Jared avatar
Written by Jared
Updated over 5 years ago
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Sessions 1-3 were focused on helping you learn the basics of workgroups, especially the process of creating Jobs.

Now it is time to talk Projects.

While many of our clients are content to only run Jobs in Workgroups DaVinci, other customers have a need to group related jobs together under a larger initiative, or umbrella.

We call them Projects.

In this session, you will learn:

1. What a Project is in Workgroups DaVinci

2.

How to Create Project Templates

3. How to create Project or Project Request and add Jobs to it

Projects in Workgroups

begin

a job does, as a request from an internal or external customer. Or, they can be created outside of request. For example, if you do a weekly newsletter

you might create a project called 2017 newsletter.

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a

,

,

Once a Project is requested or created, the requestor and others can begin to add Jobs to that project. Using our newsletter example, possible Jobs would be January Newsletter, February Newsletter, etc.

Another example would be an event. The event itself would be the project and all of the print and digital collateral for the event would comprise the individual jobs in the project.

It also important to understand that Projects can have their own Workflows as well.

Let's take a few more minutes and learn about:

Now that you understand more about Projects in Workgroups DaVinci, let's put this new knowledge into practice.

Homework:

Once you have done this, please contact our Training team @ Training@Meta-Comm.com and schedule your first formal training call. In this, we will review sessions 1-4 and any outstanding questions you may have.

Then, you can move on to:

Session 5: Email Notifications in Workgroups

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