First Steps Tutorials

Overview

Use these tutorials during initial rollout.

Each tutorial produces a concrete output in an Organization or Project.

Key Concepts

• Tutorial: guided sequence with a specific outcome
• Checkpoint: expected state after a step
• Repeatable setup: patterns that can be reused across Projects

How It’s Used

Run one tutorial per session.

Use a small pilot Project for the first pass.

Benefits

• Faster onboarding for delivery teams
• Cleaner setup with fewer rework loops
• Shared language for scope, work items, and reporting

Setup Steps

Select a tutorial based on the immediate goal.

• Tutorial: Creating an Organization and Project
• Tutorial: Set Up a First Blueprint
• Tutorial: Creating a First Transformation
• Tutorial: Working with Views (List, Board, Gantt)
• Tutorial: Using Meeting Notetaker and Console
• Tutorial: Using Analytics Dashboards

Best Practices

• Standardize naming before creating many Projects.
• Keep one baseline Blueprint per line of business.
• Create Save Views early for weekly reviews.

Summary

Use tutorials to establish repeatable structure.

Then expand into role-specific workflows, such as requirements, tasks, and testing.