Team Member Quick Start

Use this checklist to complete your first piece of publication work.

1. Sign in and review the Dashboard for recent campaigns and notifications.
2. Open Notifications and select a message to read its details or follow its action.
3. Open the campaign or project named in your assignment, then open its publication.
4. Choose a workflow step you are allowed to access. Its tabs and actions are configured for your team's process.
5. Select the relevant Publication Item and complete the available task—for example editing a layout, uploading files, reviewing a preview, or signing off.
6. Run the transition action that moves the selected item forward, if one is available to your role.

If content or an action is missing, it can be caused by role permissions, content-group access, the item's current workflow step, or team settings. See Troubleshoot missing content or actions.