Take a tour around the Workiva platform to familiarize yourself with what you can do. Based the workspace and the solution, you may see different options.
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 (if enabled for your organization).
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. Think of this as the main directory where file are kept.
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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.
- Filings contain all of the filings in a workspace, if applicable to your solution.
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Trash contains items that have been deleted.
Profile and Settings
By clicking on your name, you can view your profile and a few additional items. You can update profile details, such as your name, profile picture, and password. Additionally, if you are an Org Admin or Workspace Owner, you'll see links to Org Admin and Workspace Settings.
Get 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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Learning Hub is a platform where you can take and complete courses.
Resources
By clicking the Workiva 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 Workiva.
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Feedback allows you to send in your product feedback.
Workiva Marketplace
The Workiva Marketplace showcases a collection of templates, connectors and services provided by Workiva and partners. You can search and browse listings and view descriptions of what is available. Certain templates are included with solutions and those have the required solution can add a template to a workspace directly from the Marketplace.
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: