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.
Manage
Solve one workflow. Understand the system around it.
68 lessons
Understand roles and member access
Find who belongs to your workroom and understand what their roles allow them to do.
Open lessonUse Pulse to choose what needs attention
Find an item that needs your attention and check the underlying work before deciding what to do.
Open lessonDefine a useful business measure
Turn a broad question into a measure your team can calculate and understand consistently.
Open lessonCheck an item’s stock and availability
Find the exact SKU and read its stock quantities and location records before promising availability.
Open lessonFind an asset and check its custody
Identify the exact asset and read its lifecycle, availability, custody and condition separately.
Open lessonFollow a purchase from request to receipt
Understand which purchasing record to open at each stage and how related records fit together.
Open lessonFind the Finance record you need
Choose the right Finance workspace for a customer charge, supplier bill, outstanding balance or accounting report.
Open lessonFind an employee and understand their People record
Locate the right person, review their organisational details and distinguish their employee record from their Workroomly access.
Open lessonThe 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.