Welcome!
Now that you have successfully signed up, let's try some actions to familiarize yourself with Workgroups DaVinci.
• First, let's add some of your teammates to Workgroups DaVinci. Remember, there are three distinct user types (admin, user, and collaborator), and each have different permissions.
• Project types allow you to categorize your work, as well as collect conditional information based on the type of project. It's a good idea to create a few project types before allowing users to create projects.
• Forms are a customized set of fields that users fill out when creating or requesting projects. Forms provide consistency in information collected for similar projects. So let's create some forms!
• Now that we have some users in the system, let's create a request. Requests are generally created by collaborators, but users, and admins can submit them as well. Once a request is submitted, a request reviewer needs to review and approve the request before it becomes a project.
• Once a request has been approved, it becomes a project. Additionally, users and admins can also create projects on the fly.
• Next, we will create a proof. If you have Workgroups DaVinci Pro, you are also able to create a proof within a project.
• Finally, let's create some tasks and workflows!
You're all set! Now go and explore the world of Workgroups!