Set allowed File types for Toolkit
Set export configuration of the project/s from Toolkit into the Order in OOONA Manager
Remove access to standalone tools

System clean-up

Deactivate/delete un-necessary workflow templates, Products, Tasks, Resources from training, Customers and more to avoid cluttering lists.
Deactivate un-necessry currencies
Deactivate un-necessary languages
Delete orders from training
Pool tasks

Email templates

Customize common notifications, if necessary

Monthly resource report or Resource reports?

Customer and Resource rounding manner

System default currency for reports

Who does what? Who creates orders, assigns, schedules the order and task dates and who uploads assets.
How does it transition from the order creator to the additional steps: scheduling, assigning, etc…
Who adds messages?
When do you switch to “In progress” so that assigned resources will see the order?
Always prefer creating orders in advance.
For example, If you have a series, create order for the whole series. This way, once the assets are available - you simply upload them and the order is ready.
Pool tasks?

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