Workflow for all zipBoard Users

In the fast-paced landscape of project management and collaboration, maintaining clarity and efficiency can be a daunting task, especially when dealing with diverse roles and permissions within an enterprise context. The challenge lies in orchestrating seamless workflows and effective communication. 

zipBoard Enterprise offers a streamlined solution for these challenges. By following the guidelines below, teams can effectively manage projects and collaborate within the platform while adhering to defined roles and permissions, ensuring smoother workflows and increased productivity.

1. Super Admin Setup:

   1. Super admin signs up for zipBoard Enterprise.

   2. During setup, provide the following information:

• Organization name.
• Domain name.
• Whether Single Sign-On (SSO) is required.
• Custom logo for branding.
• Customization preferences, such as status, stamps, tags, etc.

2. Inviting Managers and Admins:

   1. Super admin invites managers and admins to join the organization.

3. Admin Workflow Definition:

   1. Admins define the workflows for projects, including:

• Phases.
• Statuses.
• Integrations.
• Tags.
• Stamps.

4. Manager Workflow:

   1. Managers create new projects within their defined workflows.
      1. What are the parts of a project?
   2. Managers invite collaborators to join these projects.
   3. Managers add phases to each project as needed.

5. Collaborator Content Contribution:

   1. Collaborators upload content to the projects.

6. Content Sharing:

   1. Collaborators share the uploaded content with designated reviewers.

7. Review Process:

   1. Reviewers access the shared content.
   2. Reviewers provide feedback on the content.
      1. PDF
      2. URL
      3. Images
      4. Video
      5. ZIP
      6. MP3

8. Triage and Content Updates:
   1. Project members (managers and collaborators) triage the received feedback.
   2. Collaborators update the content based on feedback.
   3. New versions of the content are uploaded to the project.

9. Repeat Review Cycle:
   1. Repeat Steps 5-8 as necessary until the content meets the desired quality and requirements.

10. Reporting:
    1. Managers and admins have access to project reports for monitoring and analysis.
       1. Auto-Generated Reports
       2. Generate consolidated reports with zipBoard

There you have it!