Welcome to Workgroups DaVinci Pro! We are thrilled you're here and excited to get started.
As a new system administrator, there are a few things that take priority when setting up Workgroups.
The first thing you will want to do is identify:
Your Project Types - A project type is simply the type of work being done. You can define project types at a basic level (ex. Print, Digital, Web, Packaging) or you might be more specific (ex. Email blast, Sales Collateral, Hang Tag, Landing Page). We recommend starting simple; create a list of the types of projects you deliver.
Your Project Form Templates - Once you have identified the types of projects you will manage in Workgroups, you will want to identify the information you need to collect in order to scope a project. This information is captured in a project Form emplate. Once you create this template, it can be used over and over by your team, or the people requesting your projects. Its possible that you might collect the same information across many different project types. The goal again is to start simple.
Your Project Workflow Templates - Now, you will want to identify what steps or tasks need to happen in order to complete a project. This will be captured in a Workflow template. You may have very detailed workflows that vary by project type, or you may have a simple workflow that applies to all of your project.
Once you have captured the information above, you'll create your reusable templates in Workgroups.
We recommend reviewing the below articles and configuring the system in the below order:
Finally, create your Project Types and assign a Template and Form to be used on each type of project
The great thing about Workgroups DaVinci Pro is that you can build your initial templates in minutes, get started, and then come back and iterate when necessary.
Once you have set up the system, you'll want to invite users to start working in it.
Inviting Users - This article will show you how to add new users to the system, as well as help you understand the different types of users (and their permissions).
The above guide was focused on quickly setting up Workgroups DaVinci Pro. To learn how to use the system, we'd recommend the following getting started articles:
Running Projects in Workgroups (this article is primarily focused on Project Owners or Administrators)
Completing tasks in Workgroups (this article is primarily for users who will be producing work or completing tasks in Workgroups. Designer, Copywriter, Coordinator are examples of users who will benefit from this article)
Making Project Requests & Reviewing Proofs in Workgroups (this article is for users who will be reviewing creative files or requesting projects in Workgroups)
You can also find many more articles and videos in our Help Center