Getting started

SDM Workflow is organized around a simple path: client → project → work.

1. Name your workspace

Open Profile & Account and confirm the workspace name clients should see on public request forms.

2. Add your first client

Open Clients, choose New Client, and enter the client name and primary contact. Website and staging URLs are optional but make request forms easier to complete later.

3. Create a project

Open the client, choose New Project, then set the project lead, phase, start date, and target due date. Those dates place the project on Planning automatically.

4. Add or collect work

Create work yourself from Work, or share the project Revision Request form so the client can send structured changes.

5. Invite help when needed

Workspace owners can invite up to two additional people from Profile & Account → Team.

Still stuck? Contact Support.