The setup and configuration of your ftrack workspace is an important step in the onboarding process. It’s during these stages that you can tweak ftrack to your liking, create workflow schemas, change security roles, build task templates, invite your co-workers, and standardize processes.
Now might be a good time to consider how and where your launch team can assist. Defining workflows, deciding on custom attributes, and configuring key dashboards and views are all topics that could involve your workflow specialist.
A note for customers with an on-premise installation
If you have not yet set up your on-premise installation, please refer to this article. When your ftrack instance is running, please continue and follow the articles in this section.