• Flow Production Tracking

Getting started with Flow Production Tracking

Learn about Flow Production Tracking's basic capabilities and functionality in this introductory series. Set up your account, gain an understanding of the structure of data within Flow Production Tracking, learn to navigate Flow Production Tracking, determine your role, including what you can and cannot do, and customize the view of on-screen data.


Course overview

Learn about Flow Production Tracking's basic capabilities and functionality in this introductory series. Set up your account, gain an understanding of the structure of data within Flow Production Tracking, learn to navigate Flow Production Tracking, determine your role, including what you can and cannot do, and customize the view of on-screen data.

After completion, you should be able to:

  • Take a tour of Flow Production Tracking.
  • Update your account information.
  • Get notifications via inbox and email.
  • Navigate the global menu.
  • Navigate and customize Project menus.
  • Understand default permission roles.
  • Learn more about pages.
  • Find additional resources.

Before you start

About the author 

This content was created by Jessica Parsons, Technical Account Specialist (M&E/Flow Production Tracking) at Autodesk.

Course outline

20 min.

Take a tour of Flow Production Tracking and sign up for a free trial

Welcome to Flow Production Tracking! If you're a new user, perhaps you're wondering – what is Flow Production Tracking? What can it do? Why should I use it? Learn all about the capabilities of Autodesk's production management software and how it can benefit you in this quick introduction. Learn how to sign up for a free trial of Flow Production Tracking to follow along with this content series.

Welcome to Flow Production Tracking! If you're a new user, perhaps you're wondering – what is Flow Production Tracking? What can it do? Why should I use it? Learn all about the capabilities of Autodesk's production management software and how it can benefit you in this quick introduction. Learn how to sign up for a free trial of Flow Production Tracking to follow along with this content series.

This content takes approximately 25 minutes to complete. By the end, you should be able to:

  • Explore Flow Production Tracking and its capabilities.
  • Sign up for a free trial.

Before you start

About the author

This content was created by Jessica Parsons, Technical Account Specialist (M&E/Flow Production Tracking) at Autodesk.

Flow Production Tracking


20 min.

Update your account information

Set yourself up for success by ensuring your account and user information is accurate. Make it easier for other users to find you by adding a profile picture, and choose where you start in Flow Production Tracking by setting a homepage.

Set yourself up for success by ensuring your account and user information is accurate. Make it easier for other users to find you by adding a profile picture, and choose where you start in Flow Production Tracking by setting a homepage.

This content takes approximately 20 minutes to complete. By the end, you should be able to: 

  • Find and update your account settings and user profile.
  • Update your profile picture.
  • Set your Flow Production Tracking homepage.

Before you start

About the author

This content was created by Jessica Parsons, Technical Account Specialist (M&E/Flow Production Tracking) at Autodesk.


20 min.

Get notifications via Inbox and email

Stay up to date on key information by setting up notifications whenever new Notes, Versions, Publishes, or other important changes are made on anything related to a user's work. Set up notifications to be sent to your Flow Production Tracking Inbox and/or to your email inbox.

Stay up to date on key information by setting up notifications whenever new Notes, Versions, Publishes, or other important changes are made on anything related to a user's work. Set up notifications to be sent to your Flow Production Tracking Inbox and/or to your email inbox.

This content takes approximately 20 minutes to complete. By the end, you should be able to: 

  • Utilize the Inbox and set notifications.
  • Set up email notifications.

Before you start

About the author

This content was created by Jessica Parsons, Technical Account Specialist (M&E/Flow Production Tracking) at Autodesk.

Screenshot of Inbox screen in ShotGrid


45 min.

Navigate the global menu

Learning to efficiently navigate through Flow Production Tracking is critical to being able to work effectively. This content covers navigation of Flow Production Tracking's global menu.

Learning to efficiently navigate through Flow Production Tracking is critical to being able to work effectively. This content covers navigation of Flow Production Tracking's global menu.

This content takes approximately 45 minutes to complete. By the end, you should be able to:

  • Navigate the global navigation menu.
  • Complete tasks from the global menu. 
  • Use keyboard shortcuts.

Before you start

About the author

This content was created by Jessica Parsons, Technical Account Specialist (M&E/Flow Production Tracking) at Autodesk.

Flow Production Tracking global navigation menu


25 min.

Navigate and customize Project menus

Learning to efficiently navigate through Flow Production Tracking is critical to being able to work effectively. This content covers navigation of Flow Production Tracking's Project menus and customization of Project menus to better suit a project's needs.

Learning to efficiently navigate through Flow Production Tracking is critical to being able to work effectively. This content covers navigation of Flow Production Tracking's Project menus and customization of Project menus to better suit a project's needs.

This content takes approximately 25 minutes to complete. By the end, you should be able to:

  • Navigate the Project navigation menu.
  • Customize the Project navigation.

Before you start

About the author

This content was created by Jessica Parsons, Technical Account Specialist (M&E/Flow Production Tracking) at Autodesk.


25 min.

Understand default permission roles

Flow Production Tracking allows administrators to control who can see and edit different types of information. Control is set by assigning users to a permission role. Learn about the default permission roles within Flow Production Tracking, how to determine your own permission role, and the difference between types of permissions.

Flow Production Tracking allows administrators to control who can see and edit different types of information. Control is set by assigning users to a permission role. Learn about the default permission roles within Flow Production Tracking, how to determine your own permission role, and the difference between types of permissions.

This content takes approximately 25 minutes to complete. By the end, you should be able to:

  • Understand the default permission roles.
  • Understand what a permission role consists of.
  • Identify, change, and create permission roles.

Before you start

About the author

This content was created by Jessica Parsons, Technical Account Specialist (M&E/Flow Production Tracking) at Autodesk.


45 min.

Learn more about pages

Flow Production Tracking provides many ways to see the same information, to cater to the needs of each user. Learn about page types, page access, modifying and saving pages, and keeping pages organized.

Flow Production Tracking provides many ways to see the same information, to cater to the needs of each user. Learn about page types, page access, modifying and saving pages, and keeping pages organized.

This content takes approximately 45 minutes to complete. By the end, you should be able to:

  • Identify page types.
  • Access and identify global, project, shared, and private pages.
  • Modify and save a page.
  • Organize and find pages in folders and favorites.

Before you start

About the author

This content was created by Jessica Parsons, Technical Account Specialist (M&E/Flow Production Tracking) at Autodesk.

 


10 min.

Additional resources

Get more information on Flow Production Tracking.

To further delve into Flow Production Tracking, refer to the links in the following unit.