Great work - you're officially an Administrator! You’ve built out the basic configuration and workflow schemas for your workspace. This is an excellent start for a company of any size or complexity; for some, it may be all you need if you are not planning on using Connect or developing your own tools.
| Please note: If you want to configure or learn more about Connect & Integrations, Actions, or the API, please visit their guides in the Help Center by clicking on the links provided. |
In summary, here are your accomplishments for this section:
- Your General, Scheduling, Review & Player, and Advanced settings are configured.
- The setup of Task boards, Note Labels, Priorities, and List Categories is complete.
- You've built your workflow Schema(s) that your projects will be structured around, adding all the necessary Objects, Statuses, Types, and Asset Types you pre-planned.
What's next?
We'll show you how to add your team to the workspace and organize them into groups.
Let's head over to Organize your Team.