Working with saved sites within Workflows

In This Tutorial:

• Explore the features and shortcuts attached to a saved site within the Primary Workflow of the Data Studio Dashboard.

Summary:

This tutorial outlines the in-built management features and shortcuts attached to sites saved to the Primary Workflow. 

These include direct access to Data Studio, Notes, adding Attachments such as a data room, Tags, Prioritise, Quick Look and Delete. 

Workflows are a new way of managing identified sites from initial identification all the way through the deal lifecycle to completion. 

Accessing target sites in the Primary Workflow

Step 1: click on Dashboard 

1. Dashboard default opens to Pipeline;

2. Select the Data Studio Dashboard to open the Primary Workflow.

Step 2: interacting with saved sites

1. Sites are saved to the Primary Workflow as tiles;

2. Click the address to open a new Data Studio session which takes you to the site, returning both the red line boundary and Land Title window;

3. Click back to return to the Primary Workflow.

Step 4: Access management features and Shortcuts associated with saved sites

1. Within each saved site tile, in the top right you find a menu denoted by three horizontal dots; click on the menu;

2. The menu opens, and includes:

   1. Notes;

   2. (Add) Attachments;

   3. (Content) Tag;

   4. Colour (the tile);

   5. Prioritise;

   6. Quick look - the land title will open within the Workflow screen;

   7. Delete.

Why use Workflows?

Workflows are a great way to keep track of where a particular site sits within your deal workflow. 

Workflows are fully customisable to suit the management style or phases of a particular user and will tie neatly in with its sister component DTV letters.

Workflows can be created with other users as a central repository.