04. USER & WORKFLOW TRAINING

 

It’s time for all users to learn and train how to do work and build day-to-day habits.

 

  • 04.01# DOUBLE-CHECK ALL AREAS OF THE PROCESS HAVE BEEN COVERED
    > do we all fully or partly understand the environment and its functionalities?
    > which items or clear or not clear at all?
    > might we have missed some possible roadblocks?
    > is the introduced folder structure clear and solid enough to start from?
  • 04.02# VERIFY AND ASSURE THE CHOSEN TEAM IS CONFIDENT TO START & EXECUTE
    > explain core building-blocks and the chosen folder structures (Agile Framework)
    > re-watch the video tutorials where necessary
    > do we see and fully understand the needed mind-switch in reality is minor?
  • 04.03# DEFINE CLEAR ‘RULES’ AND PRINCIPLES OF USAGE
    > the correct and complete naming of tasks and their distribution over the framework
    > how to handle descriptions and other task functions (attachments, timelines, tracking, approvals, …)
    > rules on “@“ mentioning (internal chat) ..
    > principles of folder assignment, custom columns, request-forms and other.

 

then, next step/page : 05. LAUNCH & MONITORING