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Collective Workspace Onboarding Checklist
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Onboarding Checklist

The following checklist provides the necessary steps to onboard into your collaborative workspace environment.

Welcome 👋

Welcome to your collaborative workspace! This onboarding checklist serves as your guide to getting started and to navigating the digital workspace effectively. As you embark on your journey of the onboarding process, you'll discover a collection of tools, resources, and features designed to streamline collaboration, enhance productivity, and foster teamwork.
Getting Started:
Begin by reviewing the following checklist to understand the steps involved in onboarding to your new collaborative workspace environment.
Follow these instructions step-by-step to successfully onboard to your digital collaborative workspace and as you progress through this checklist, you'll gain the skills and knowledge needed to leverage the workspace to its fullest potential. We're excited to have you on board and look forward to seeing the impact you'll make within our collaborative network community! If you have any additional questions or need further assistance, don't hesitate to reach out to our support team.
Design Clause (Please Read)
Please note that you'll be entering a holonic design system characterized by stages of integration. Your role entails maintaining the overall look and design, strategically curated to facilitate the system's roll-out and adoption. It's imperative to refrain from modifying icons or templates unless provided with explicit instructions. Adhering to these guidelines is vital to maintain consistency and coherence within the evolving holonic design system.
You'll have the chance to personalize your workspace by incorporating a custom icon and banner on each document you create and will learn how to customize and filter data fields, among other features, empowering you to tailor your experience within the system.
Onboarding Checklist
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Task
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Notes
Account & Workspace Set-Up
Create a
account
Open
Customize your profile to reflect your role and preferences - select the pro plan in order to become a doc creator
Open
Copy the into your new Coda workspace under Docs, and then turn that copy into a template, which will then automatically be saved in your Coda templates section called “manage templates”.
Open
Create a new doc and then insert workspace template into new doc created. Once template appears in workspace go ahead and publish the doc.
Open
Upload custom icon and workspace banner. Follow
Open
Workspace Navigation
Familiarize yourself with the layout and navigation of your digital workspace to understand how you will be organizing your information.
Open
Learn how to invite and offboard members to the workspace, as well as create groups and workspace permissions as you collaborate in real time.
Open
Sync shared calendar and embed online meeting room for efficient time management and explore scheduling tools to coordinate collaborative work events seamlessly within the workspace.
Open
Workspace Management
Begin compiling and transferring necessary information into your workspace once familiarized with the document management features.
Open
Explore the document management features, including our cross table/doc collaboration capabilities. Learn how to upload, organize, and collaborate on documents with your team. .
Open
Project Management
Build out your team directory and organizational departments, as well as add to your Resources Library so your collective can foster effective collaboration within and across workspaces with key contacts and access to your most important multimedia links.
Open
Learn how to organize your meetings with the Living Agenda standard meeting practices and layout where you can create, prioritize, and track initiatives to keep projects on schedule and everyone involved in-sync and up to date.
Open
Embed your collectives online collaborative whiteboard enabling your collective to collaborative visually in real time.
Open
Explore how to use task management tools such as where to record your quarterly goals, OKR’s, projects, task assignments, milestones, and bounty boards - ensuring accountability, effective monitoring of progress, and continuous advancement towards achieving our goals.
Open
Clarify and further document your goals, objectives, key results, budget plan, projects, and development timelines to support you in achieving your intended and projected outcomes.
Open
Tailor your specific goals with budget planning strategies to establish the scope of your master budget and project budgets. A budget calculator and financial planning templates are provided for you to get started.
Open
Set up your Admin where you will be able to efficiently oversee user access, permissions, and other administrative configurations.
Open
Workspace Handbook
Outline procedures and identify roles, accountabilities, best practices, and expectations for collaborating members.
Open
Provide the workspace with communications protocols & a governance structure that includes documentation of your collaborative development processes, policies, culture, and operational guidelines.
Open
Training & Support
Reach out to our support team for assistance as needed through our dedicated communications channel
Open
Take advantage of our DYI resources and support channels to enhance your proficiency with the platform through the access of our tutorials, FAQs, & Libraries that entail guides, protocols, templates.
Open
Peer Review & Community Engagement
Fill out questionnaires to provide important feedback on prototypes in support of further developing out the software applications.
Open
Engage with our project development initiatives through our dedicated bounty board.
Open
Help us grow our community and amplify the awareness around what we are building by inviting others who are inspired to help us further out the tech.
Open



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