Take a tour around the Workiva platform to familiarize yourself with what you can do.
Home
After you sign in, you'll land in Home - the central location for all your documents, files, and activities.
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Recent Files contains a list of the files you've recently opened. This is helpful to keep track of the items you last worked on.
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Starred contains a list of items that you've starred. This is helpful to keep track of important files.
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Tasks contains a list of tasks that you can filter. View tasks by status or see tasks you've created or assigned to others.
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Comments lists comments you've made on documents or mentions. Filter comments by author or date.
Files
Files allows you to quickly access and organize all Workiva files from a single location.
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All Files contains all the files you have permission to access.
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Recent Files contains a list of the files you've recently opened. This is helpful to keep track of the items you last worked on.
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Starred contains a list of items that you've starred. This is helpful to keep track of important files.
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Projects lists all the projects you have been added to.
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Trash contains items that have been deleted.
Viewing Your Profile
By clicking on your name, you can view your profile and a few additional items. You can update profile details, such as your name and password. Additionally, if you are an admin, you'll see links to admin areas as well.
Getting Help
Click the purple Support Center link to access tools and resources to find answers to all things Workiva.
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Help contains articles and guides that you can browse or search by topic.
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Community is a users-only forum providing tips and tricks, best practices, and practical advice.
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University is a learning platform where you can take and complete courses.
Resources
By clicking the Wdesk logo, you can find additional resources:
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About Workiva contains platform and copyright information.
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Keyboard Shortcuts contains a list of keyboard shortcuts for Wdesk.
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Feedback allows you to send in your product feedback.
What's Next
Now that you've got a tour of the Workiva platform, here are a few things to help you along the way: