Getting Started with Screendragon: System Overview

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Getting Started

TABLE OF CONTENTS

• Dashboard
• Projects
• Workboxes / Files
• Library
• Reports
• Resource Planner
• Team / People
• Timesheets
• Workflows
• Admin Section

Welcome to Screendragon—your all-in-one solution for managing projects, resources, workflows, and content. This article provides a high-level overview of the core modules in the Screendragon system, helping you get started efficiently and confidently.

Dashboard

The Dashboard is your main landing page and a centralized hub for accessing key data and metrics. With customizable widgets, you can tailor the dashboard to display the most relevant information for your role, providing instant insights at a glance.

Take the Dashboard Tour

Projects

The Projects module is where all your work comes together. Here, you can:

• View project statuses
• Initiate new projects
• Manage documents, tasks, workflows, resources, and budgets
  Projects are the foundation for collaboration and execution in Screendragon.

Learn more about Projects

Workboxes / Files

Workboxes act as top-level containers for file and asset storage, independent of any specific project. Key features include:

• Folder management
• File versioning
• Annotation tools
• Internal and external sharing

This module supports collaboration on shared documents across teams and initiatives.

Learn more about Files

Library

The Library is the place to publish and showcase finalized assets, documents, and knowledge. Content is presented in easy-to-navigate digital galleries. With rich metadata tagging and robust search functionality, users can quickly find and download the content they need.

Learn more about the Library

Reports

The Reports section includes both system-generated and user-created reports. Use the powerful Report Builder to:

• Select from hundreds of fields
• Apply filters and criteria
• Create custom views of your data
  It’s ideal for reporting on resourcing, timesheets, project status, and other related tasks.

Learn more about Reports

Resource Planner

The Resource Planner helps you optimize team workload by providing a complete view of user activity. In this section, you can:

• Schedule work
• Manage capacity
• Spot potential bottlenecks
  Monitor past, present, and future tasks to ensure projects remain on track.

Learn more about the Resource Planner

Team / People

The People module offers a centralized directory of all team members. You can view individual roles, contact details, and use filters to find the right person for a specific need.

Learn more about People

Timesheets

In the Timesheets section, team members can log hours against projects or events. Timesheet data helps track time usage and manage project costs effectively, ensuring your projects stay within budget.

Learn more about Timesheets

Workflows

For complex processes, Workflows enable structured task progression through multiple steps and stakeholders. Each step may require actions, approvals, or status updates, making it ideal for advanced business scenarios.

Learn more about Workflows

Admin Section

The Admin Tools area provides administrative controls and configuration options. The tools available may vary depending on your system setup and user permissions.

Learn more about Admin Tools