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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Navigate Onboarding

Chapter 1

How to Get Started

Start here to get you and your team poised and ready for project and business management success. We take the time to introduce you to the features within the platform, how to navigate it, setting up your teams and roles, and how to view workspaces and projects.
Chapter 2

Managing Projects

Learn the ins and outs of managing projects inside of CROOW. We will guide you through every aspect of project management from creating workspaces and projects, to designing customizable workflows, down to creating and using project templates.
Chapter 3

Collaboration

Once your teams and projects are set up you can start to utilize the collaboration tools within the platform. Use this chapter to further understand creating, monitoring, and managing both approvals and requests, as well as setting up notification and email preferences.
Chapter 4

Time Tracking

Go beyond simply managing projects and start to optimize production with advanced user and project level time tracking features. Use this chapter to easily understand how to add or review time across any of your To-Do’s or to add to an Approval, Request, Project, and/or Workspace.
Chapter 5

Dashboard & Reporting

Gain insight into how to elevate user, project and business performance through the sophisticated dashboards and reporting features of CROOW. Learn more about setting up and reviewing dashboards and reports for evaluating workload, client, team health and sales metrics.

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.

  • 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