Onboarding Team Members Project Template

Modified on Tue, 25 Jun at 1:00 PM

Lytho Workflow is unique in that it can help facilitate the adoption of both Workflow and the Digital Asset Manager. Use the Project import template below as a starting point for your own onboarding creation. 

1. Download the relevant Project template here: 

Onboarding New Workflow Team Members Project Template.csv 

Onboarding New DAM Team Members Project Template.csv 

The above Workflow template uses the work item status "To Do" in the Work Item Status column. If you have deleted the To Do status from your Workflow account, please update the template with an existing status.

2. Create a new Project and select the IMPORT Option. Place the downloaded spreadsheet into the specified file block and click Import Work

3. Now that your Project has been imported, you may want to move your Tasks into work groups for easier digestion and instruction. We recommend the following: 

Convert any Tasks that need to be a Proof! With the example above, the Task Send this Proof to yourself for review will need to be converted.

4. Convert your Project into a Project Template so that you can easily access whenever a new Team Member joins your team. 

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