Learn Workroomly.

Short lessons and guided paths for your everyday work.

What do you need the business to do better?

Choose the motion under the most pressure. We’ll take you from the operating problem to a working Workroomly flow.

AcquireTurn attention into a pipeline with source, ownership, and a next step.Show Acquire lessons EngageMake every conversation compound the relationship instead of restarting it.Show Engage lessons WorkCarry the customer promise into accountable projects and service.Show Work lessons ManageConnect people, operations, intelligence, and follow-through to the work.Show Manage lessons

Manage

Follow a learning path. Build a complete workflow.

CRM module course

Navigate customer records, qualify enquiries, read commercial documents, prepare engagement and manage customer follow-through in Workroomly CRM.

CRM course 01 — Navigate CRM and build reliable customer identities
CRM course 02 — Capture enquiries and manage accountable opportunities
CRM course 03 — Read commercial documents and hand off agreed work
CRM course 04 — Build audiences and prepare broadcasts

Pages module course

Build clear pages, configure form fields and CRM routes, verify publication and follow captured enquiries into accountable handling.

Pages course 01 — Build a clear page in the editor
Pages course 02 — Configure forms and CRM routing
Pages course 03 — Publish and trace an enquiry to CRM
Pages course 04 — Read results and maintain a reliable page

Chat module course

Find the right conversation, prepare complete requests, verify retained messages and turn agreed discussion into accountable work.

Chat course 01 — Find the right conversation and prepare a complete request
Chat course 02 — Send once and retrieve the exact message
Chat course 03 — Turn discussion into accountable work
Chat course 04 — Work with team conversations and message actions

Inbox module course

Navigate incoming mail, prepare complete replies, verify draft states and connect follow-up with accountable work and calendar planning.

Inbox course 01 — Navigate mailboxes and understand the incoming request
Inbox course 02 — Prepare a complete reply and verify draft state
Inbox course 03 — Manage follow-up and calendar commitments

Meet module course

Understand rooms and access, plan accurate appointments, join with deliberate media choices and reconcile session outcomes and history.

Meet course 01 — Understand rooms access and meeting records
Meet course 02 — Plan the appointment and join deliberately
Meet course 03 — Run close and reconcile the right session

Board module course

Learn the Board screens, field choices, relationships and workflows through progressive examples and result checks.

Board course 01 — Finding your way around Board and defining useful work
Board course 02 — Preparing the Board and understanding configuration
Board course 03 — Creating projects, tasks and useful groupings
Board course 04 — Planning responsibility, dates, dependencies and sprints

Desk module course

Learn the Desk screens, field choices, relationships and workflows through progressive examples and result checks.

Desk course 01 — Understanding Desk and capturing a complete request
Desk course 02 — Configuring service identity, routing and classification
Desk course 03 — Triage, assignment and service-time expectations
Desk course 04 — Maintaining the conversation and coordinating supporting work

Files module course

Find and upload the correct item, organise folders, read direct and inherited access, and hand off the right revision for a clear review decision.

Files course 01 — Find, upload and recognise the right file
Files course 02 — Organise folders and control the file audience
Files course 03 — Share the right revision and close the review loop

Goals module course

Learn the Goals screens, field choices, relationships and workflows through progressive examples and result checks.

Goals course 01 — Understanding goals, objectives and measurable results
Goals course 02 — Building the hierarchy and assigning accountability
Goals course 03 — Linking contributing work and recording justified progress
Goals course 04 — Reviewing summaries and making a justified period decision

Assets module course

Learn asset registration, definitions, custody, maintenance, inspections, cover, value and end-of-life workflows with separate physical, administrative and financial outcomes.

Assets course 01 — Registering assets and maintaining reliable definitions
Assets course 02 — Assignments transfers and returns as custody workflows
Assets course 03 — Maintenance requests work orders and verification
Assets course 04 — Preventive schedules inspections verification and incidents

BI module course: Spaces and reporting readiness

Navigate BI spaces, dashboard shells and Studio readiness; prepare reproducible reporting definitions and checks. A separate Finance report example illustrates reconciliation, not native BI analysis.

BI course 01 — Navigating BI and checking reporting readiness
BI course 02 — Preparing reliable measures and a report specification
BI course 03 — Testing filters, freshness and audience access
BI course 04 — Applying the reporting method to native Finance reports

Finance module course

Learn your way around the Finance module, from configuration and source documents to allocations, accounting and reports.

Finance course 01 — Finding your way around Workroomly Finance
Finance course 02 — Checking the configuration behind your work
Finance course 03 — Understanding accounts and the opening position
Finance course 04 — Understanding tax setup and posting controls

Inventory module course

Understand item definitions, warehouse hierarchy, receiving, reservations, transfers, traceability, counts, valuation and replenishment with exact quantity and source reconciliation.

Inventory course 01 — Items units tracking and activation
Inventory course 02 — Warehouses storage hierarchy and handling settings
Inventory course 03 — Receiving acceptance putaway and stock reconciliation
Inventory course 04 — Reservations fulfilment traceability and returns

People module course

Navigate People and connect organisation, recruitment, lifecycle, leave, compensation, learning, performance and stakeholder records with their actual outcomes.

People course 01 — Finding people and defining the organisation
People course 02 — Recruitment from vacancy to employee handoff
People course 03 — Lifecycle templates onboarding changes and departures
People course 04 — Leave balances salary structures and compensation

Procure module course

Follow purchasing setup, suppliers, requests, sourcing, contracts, orders, receiving, returns and Finance reconciliation through their exact source relationships.

Procure course 01 — Purchasing navigation policies and budget controls
Procure course 02 — Supplier identity onboarding qualification and compliance
Procure course 03 — Purchase requests catalogues and comparable quantities
Procure course 04 — Sourcing responses awards and supplier agreements

Produce module course

Connect manufacturing definitions, MRP, production planning, shop-floor materials, quality, subcontracting and costing through exact versions and source records.

Produce course 01 — Products bills of materials routings and work centres
Produce course 02 — Material planning production orders and release readiness
Produce course 03 — Shop floor progress materials and production settings
Produce course 04 — Output final quality holds and controlled rework

Transport module course

Prepare transport resources and loads, plan and run trips, record delivery evidence and reconcile closeout.

Transport course 01 — Fleet drivers carriers and operational readiness
Transport course 02 — Delivery requests packages and capacity
Transport course 03 — Routes trip planning assignment and departure
Transport course 04 — Delivery proof failures and returns

CoBrain module course

Learn the CoBrain screens, field choices, relationships and workflows through progressive examples and result checks.

CoBrain course 01 — Choosing the right CoBrain task and sources
CoBrain course 02 — Reviewing answers and opening authoritative sources
CoBrain course 03 — Reviewing proposed actions and verifying effects

Flow+ module course

Learn the Flow+ screens, field choices, relationships and workflows through progressive examples and result checks.

Flow+ course 01 — Reading a workflow and defining its effect boundary
Flow+ course 02 — Configuring a complete draft and checking its saved definition
Flow+ course 03 — Distinguishing Preview, Test Run and verified outcomes
Flow+ course 04 — Recovering safely and maintaining an accountable workflow

Pulse module course: Requests and approvals

Learn the Pulse screens, field choices, relationships and workflows through progressive examples and result checks.

Pulse course 01 — Finding the work behind Pulse summaries
Pulse course 02 — Tracking requests and preparing authorized decisions
Pulse course 03 — Following the next stage and reconciling uncertain outcomes

Workroom Settings module course

Understand workroom defaults, membership, roles and module access, and prepare domain, Business Email, integration and audit administration.

Settings course 01 — Workroom identity defaults and configuration scope
Settings course 02 — Membership invitations and effective access
Settings course 03 — Role definitions teams and module availability
Settings course 04 — Billing domains and Business Email setup readiness

Read the enquiry and response guides as reference, then carry out the final case once. Capture one lead, send one complete response and link its next action. Reuse existing records; do not create a second draft or repeat a sent response.

Triage an incoming request
Capture and update a customer enquiry
Prepare and save a complete email draft
Check the audience and material before sending

Hand customer work to its delivery owner

Read the task and handoff guides first, then use the final case once to pass the agreed scope to its delivery owner. Confirm the same task’s brief, assignee and deadline. This path ends at delivery-owner handoff, not Finance processing.

Hand off an agreed customer job to delivery
Assign a task and clarify responsibility
Set task dates priority and effort
Hand an agreed customer scope to delivery

Deliver and close a customer project

Read the project, task and review guides as reference, then perform the final case once. Create or reuse separate production and delivery tasks, review the output and record recipient acceptance before completing the same project.

Create a project with a clear scope
Create a task with a clear brief
Review an output and record the decision
Deliver the work and complete the project

Capture the right job application

Check an existing vacancy, capture one genuine application and give the recruitment owner the correct identity and decision inputs. This path stops before offer, hire and employee creation.

Review a vacancy’s setup before recruitment
Capture a job application for the right vacancy

Coordinate a starter’s first week

Connect the correct employee’s onboarding checklist and first course assignment, then check completed work and remaining owners. Start with an existing employee, approved template, published course and usable learner account.

Find an employee and understand their People record
Start onboarding and update its checklist
Assign a course and check learner progress
Coordinate a new starter’s first week

Review leave and verify the balance

Read the approval controls first, then use the leave guide to check policy and balance before making one decision on an existing pending request. Verify the same employee, leave type and year afterward. For authorised reviewers; no new leave request or payroll processing.

Review and approve the right request
Review a leave request and check the balance

Turn a review into development work

Read the review and Board guides as reference. In the final case, agree the development action with the employee before creating or assigning one owned, dated task. Review its actual output on the same record; task completion alone does not prove skill.

Submit a manager performance review
Create a task with a clear brief
Assign a task and clarify responsibility
Set task dates priority and effort

Prepare a pay change for review

Use the compensation guide as reference, comparing a payslip only if a relevant one exists. Then apply the final case to prepare one approved employee pay adjustment and a clear payroll handoff. Approval, payroll application and payment remain separate.

Check compensation against an existing payslip
Prepare a pay adjustment for payroll review

Publish a policy readers can use

Publish the approved version, verify supporting-file access and check intended readers’ receipts and practical understanding separately. Start with an existing policy draft or its published version and a confirmed audience.

Find the right file and check who can use it
Revise and publish a policy draft
Publish a policy and check the reader outcome

Get a purchase request reviewed

Capture the department’s need and checked estimate in one request, submit it once and verify the actual internal-review result. Use the existing purchasing route and budget evidence; approval is not an order or payment.

Create a purchase request for approval
Create a department purchase request for review

Revise a purchase request safely

Read the purchase-request guide as reference first, then use the final case to revise the same editable request. Preserve original lines and verify changes, estimate and state; do not create, submit/resubmit or approve from the reference lesson.

Create a purchase request for approval
Revise a purchase request without duplicating it

Prepare a supplier for internal review

Create or reuse the correct supplier, complete one onboarding case with genuine evidence and submit it for the right internal review. Keep a recommendation and submitted case separate from approval or supplier activation.

Create a supplier and start onboarding
Review supplier evidence and qualification
Prepare supplier onboarding for internal review

Prepare a service invoice for issue

Build and review a service invoice with the correct customer, billing contact and discount basis. Read the invoice tutorial’s issue steps as later-stage context; this case’s practice stops at internal review, before Issue or posting.

Create and issue a customer invoice
Review a service invoice before issue

Submit a receipt-backed travel claim

Read the expense-claim guide as reference first, then apply the final case to one employee-funded trip. Before creating or submitting, check company payments, advances and prior claims; match readable receipts to the lines and submit the same eligible claim once. Reimbursement is separate.

Submit an employee expense claim
Submit a receipt-backed travel claim

Check budget before requesting spend

Read the budget and purchasing-control guides as reference only. In the final case, compare an existing budget with purchasing availability and its obligations. Do not create budgets or change reviewers, controls, routes or delegations; a remaining balance is not purchase approval.

Create a budget with allocation lines
Set purchase reviewers and budget checks
Check a department budget before requesting spend

Set up an item and trace incoming stock

Define an item and its storage, record a genuine delivery against an existing issued purchase order, and trace the accepted quantity into Inventory. Finish by checking the same item and receipt end to end, without creating them again.

Create and activate an Inventory item
Create warehouse locations with the right parent
Record a delivery and inspect the goods
Review a source-linked receipt and its quantities

Transfer stock and reconcile the count

Check usable stock, follow a warehouse transfer and reconcile source, transit and destination. Then review an existing count record against actual count evidence at the same item, location and cutoff. Use the final case to check the same records without repeating completed movements.

Check an item’s stock and availability
Trace a stock balance through its movements
Transfer stock between warehouses
Review stock counts and investigate differences

Plan production and check usable output

Start with a lot-tracked manufactured item. Check its definitions, plan demand and prepare the production order, then use actual operation, output-lot and final-inspection records to review usable stock. Apply the final case to the same chain; planning alone does not produce or release stock.

Check a product’s BOM and routing
Run material planning for production demand
Prepare a production order for release
Check operation progress and material use

Issue, return and maintain an asset

Follow one accepted asset through assignment, actual handover and return inspection. Use the maintenance lessons only when a problem needs work. Finish with the end-to-end guide to review the same asset and records; do not repeat completed actions.

Find an asset and check its custody
Request issue and acknowledge asset custody
Receive and review an asset return
Create a maintenance request and linked work order

Dispatch a delivery and close its trip

Read the trip and outcome guides as reference first. Start the final case with an existing stock-linked delivery after Inventory picking and issue, or a genuinely standalone movement. Follow only its actual success or failure outcome, then close the same trip and check resource release.

Prepare a vehicle and driver for a trip
Create a standalone delivery request
Plan and schedule a trip with its delivery
Record a delivery outcome with genuine proof

Check a teammate is ready to start

Distinguish a People record from membership and permissions, then check access through the teammate’s own account. Apply the checks to the same teammate and agreed work in the final case.

Find an employee and understand their People record
Understand roles and member access
Check a teammate’s access
Check a team member’s access before work starts

Reserve organiser-only planning time

Check a room’s actual access, then save and verify a one-off Calendar appointment with no guests. Use the same planned appointment in the final case; reuse an exact existing event instead of duplicating it.

Prepare the people and privacy for a meeting
Create and check a calendar appointment
Schedule an organiser-only planning appointment

Hand off support and verify resolution

Read the handoff, review and response guides as reference, then carry out the final case once on the same ticket and specialist task. Check the returned work, send one needed requester update and resolve only when the agreed outcome is met. Do not repeat a sent update or completed transition.

Hand off support work to a Board task
Review a solution before resolving a ticket
Send a useful customer update
Resolve and close a ticket at the right time

Measure a delivery improvement

Use the measurement and Goals guides as reference. In the final case, add or reuse one key result under the existing goal and objective, then save its progress from current evidence. Reopen the same result to verify its measurement and percentage.

Define a goal you can measure
Create a goal objective and key result
Update a key result’s progress
Track a delivery improvement with a key result

Verify a task update with CoBrain

Choose the right sources, send a scoped read-only task question and check the answer against the saved task. Apply the checks to the same task and response in the final case, making missing or conflicting facts explicit.

Choose sources and write a clear CoBrain prompt
Check a CoBrain answer against the source
Check a CoBrain answer against the source task

Prepare an inactive workflow for review

Learn the graph and data checks, then use the final guide to build or reopen one inactive comparison draft. Apply the earlier checks to that saved draft without running it, activating it or adding actions.

Understand the parts of a workflow
Choose the right data for a workflow condition
Save an inactive workflow for review

Create a named role from a starting permissions preset, then review what that role allows before assigning it to people.

Open lesson

The lesson ends. The better workflow stays.

Open Workroomly beside the lesson, build one connected motion, and leave the business running better than you found it.

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