Workiva Support Center

Planning

Overview of Planning - Video

Create a resource plan - Videos

Add project entries & assignees - Videos

Edit or delete a project entry - Video

View resource plans - Video

Testing

Use the testing dashboard - Videos

Create a test form - Video

Prepare your test form - Videos

Test matrices - Videos

Work with your test form - Videos

See all 8 articles

Audits

Create an Audit - Video

Set up an Audit - Video

Add procedures in Audits - Video

Set permissions in Audits - Video

Evidence Viewer

View samples in the viewer - Video

Markup in the evidence viewer - Video

Find markup in the viewer - Video

Attribute testing in the viewer - Video

Comments in the evidence viewer - Video

Requests

Introduction to requests - Video

Create a sample request - Video

Review & approve sample evidence - Videos

Respond to file requests - Video

Permissions for requests - Video

Reports

Introduction to Reports - Video

Work with data in reports - Videos

Work with columns in reports - Videos

Bulk edit data - video

Pivot data - Videos

See all 7 articles

Dashboards

Introduction to dashboards - Video

Customizing my Dashboard - Videos

Use dashboards to view data - Videos

Use dashboard filters - Video

Drill down in dashboards - Video

See all 9 articles

Data

Create and view data - Videos

Edit data records - Video

Suggest edits to data - Video

Comment on data - Video

Review and link data - Videos

See all 6 articles