Onboarding Guide

Setting Sail with CROOW

Start working smarter by getting you and your team onboarded and set up within CROOW today. You will find that the platform is designed for easy and quick user, project, and workspace creation so that you can start collaborating and managing your projects in a matter of minutes. The User Guide is your end-to-end resource for CROOW setup and support.

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What You’ll Learn

Setting Up Teams & Roles
Setting Up Teams & Roles
Add, view, manage and/or edit user and team roles or access permissions with ease.
Creating Workspaces & Projects
Creating Workspaces & Projects
Organize, assign and manage work with the creation of workspaces and projects.
Project & To-Do Workflow
Project & To-Do Workflow
Quickly and easily assign tasks within projects and/or customize workflows to cater to your business needs and processes.
Creating & Managing Project Templates
Creating & Managing Project Templates
Use the Project Builder to create reusable project templates that standardize workflows.
Creating & Managing Approvals
Creating & Managing Approvals
Simplify feedback loops with the creation and management of project, task and/or version approvals.
Creating & Managing Requests
Creating & Managing Requests
Utilize requests as your custom briefing tool to standardize intake and requirements to kick off projects.
Managing Assets
Managing Assets
Learn to create brand libraries, upload logos, and add creative assets like color palette, fonts, images, and templates.
Account Management
Account Management
Leverage project management features, collaboration tools, and robust dashboards and reporting to accurately manage clients.
How to Track Your Time
How to Track Your Time
Track manually or with an automated “Timer Mode” across To-Do’s, Approvals, Requests, Projects, and Workspaces.
Managing Time Entries & Workload
Managing Time Entries & Workload
Monitor and manage user or team workload across internal and external projects and tasks.
Team Reporting & Dashboard
Team Reporting & Dashboard
Evaluate team health, workload and performance with detailed reporting and customizable dashboards.
Sales Pipeline & Client Tracker
Sales Pipeline & Client Tracker
Forecast current and/or future client and sales pipeline via standardized reports and dashboards.
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      Onboarding Guide

      Best Practices for Successful Onboarding

      CROOW was created to be a truly end-to-end business and project management platform designed to enhance business performance. The set up and onboarding process has been refined to be as quick and painless as possible, so that you and your team can dive head first into the platform and start managing projects, clients and overall business more efficiently. We do have a few recommendations for making sure your onboarding and setup is nothing but smooth seas and sailing:

      • Establish an Admiral (CROOW Admin) to guide your organization through onboarding and day-to-day implementation
      • Think ahead in organizing your workspaces and projects so that you build consistent practices
      • Establish roles and responsibilities for who is leading projects and workflow, and who is accountable for work