Admin Onboarding Guide

Admin Onboarding Guide

Welcome to your Admin Onboarding Guide! This guide is designed to help administrators efficiently set up their environment from scratch, ensuring a seamless start with no gaps. The guide is structured into five key sections, each providing a high-level overview and links to detailed articles that offer specific guidance and step-by-step instructions.

1. Set Up Teams

Begin by organizing your teams to streamline collaboration and project management. Define roles and assign members to create a solid foundation for all subsequent activities.

2. Configure Core Workstreams and Item Type Hierarchy

Establish core workstreams and the hierarchy of item types to align with your organization's workflow. This structure is crucial for effective task management and progress tracking.

• Core Workstreams: Understand the fundamental workflows within your organization.
  Mapping Core Workstreams

• Item Types: Configure base and child item types to represent different kinds of work items.

  • Base Item Type(s): Add Base Item Type
  • Child Item Type(s): Add Child Item Type

3. Configure Item Properties

Customize the properties that will appear on items to match your workflow requirements. This includes tags, custom fields, priority levels, and estimation types.

• Tags: Configure Tags
• Custom Fields: Guide to creating custom fields
• Priority Levels: Set Up Priority Levels
• Estimation Type: Configure Estimation Types

4. Configure Boards

Boards are essential for visualizing work progress. Decide between perpetual Kanbans or cycle-based boards, and set up statuses/lanes, WIP limiters, and cadences.

• Perpetual Kanbans vs Cycles: Perpetual Kanbans and Cycles
• Statuses and WIP Limiters: Configure Status & WIP Limiters
• Cadences: Managing Cadences

5. Invite Users and Add Them to Teams

Lastly, learn how to invite and add users to the platform and assign them to the appropriate teams to ensure everyone is properly integrated and ready to start.

Each section of this guide provides a clear path to setting up your administrative environment effectively. By following the links to more detailed documentation, you'll be equipped with all the knowledge needed to customize and optimize your workspace.