Operations track — getting started

Purpose

Choose your work structure and document processes without requiring every module.

Step by step#

1. 1

   Define assignees and the work that needs tracking.

2. 2

   Create Tasks/Projects and prepare templates for recurring work.

3. 3

   Document guidance in SOPs or Knowledge Base; linking documentation is recommended, not a universal requirement for creating tasks.

4. 4

   Organize files in Drive and text in collaborative Documents.

5. 5

   If you need requests with approval, configure Requests before making the form available.