Workflow and Process Management

Guide Books

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Altium Agile Customer Onboarding Guide 4 min Guide Books Engineering Teams

Electrical Engineers This onboarding guide is designed to give your team the tools and collaboration capabilities you need to modernize your electronics design workflow.

Altium Develop Customer Onboarding Guide 4 min Guide Books Engineering Teams

Electrical Engineers This onboarding guide is designed to give your team the tools and collaboration capabilities you need to modernize your electronics design workflow.

Workflows: Onboarding Guide 1 min Guide Books PCB Design Engineers

Engineering Teams Learn how to get started with Workflows by activating your Altium 365 Workspace, activating a Workflow, initiating a Process, and completing a Process.

MCAD CoDesigner: Onboarding Guide 1 min Guide Books Learn how to activate your Altium 365 Workspace, install and configure CoDesigner, and get started with MCAD CoDesigner. This onboarding guide provides links to documentation, best practices, additional resources, and help.

Workshops

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Ask the Expert Weekly Sessions LIVE Workshops PCB Design Engineers

PCB Design Engineers

Electrical Engineers Earliest time: 10:00 AM, May 27, 2026 (CEST) More time slots available

Join our Weekly "Ask an Expert" Session! Ask questions and learn from Altium 365 experts.

Webinars

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Agile Teams: From Design Tool to Product Development Platform 32 min Webinars PCB Design Engineers

PCB Design Engineers

Engineering / Technology Executive

If you’re using Altium Designer Pro, see how Agile Teams builds on what you already use.

Altium Agile Teams - Solution Overview 39 min Webinars PCB Design Engineers

Get an overview of this new Electronic Product Development Platform.

From Complexity to Clarity: Smart Design Reviews for Agile Engineering Teams 44 min Webinars PCB Design Engineers

PCB Design Engineers

Smart Design Reviews speed up your design process

Unlocking the Power of Altium Agile Teams 37 min Webinars Engineering / Technology Executive

Engineering / Technology Executive

PCB Design Engineers

Learn how connected workflows, early feedback, and cross‑functional visibility reduce rework and keep projects on track.

Videos

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1:50 Events Log 2 min Videos PCB Design Engineers

Engineering Managers This video demonstrates navigating within the events log. The events log showcases user events and data within the workspace in a single access point for data governance. To begin, navigate to the admin tab and the events log link once the Organizational Security Package is enabled. Many types of logged events are visible including additions, removals, workspace member group assignments, component and object data, and data sharing. Event log entries can be searched and filtered by object type as well. The list can be refreshed by typing F5, and an API is also available to transfer event log data to a security information and events management system.

3:15 Admin Checklists 3 min Videos PCB Design Engineers

Engineering Managers This video demonstrates how to add a checklist to an Altium 365 Platform for use in design reviews. To begin, navigate to the admin button, and select checklists on the right hand side to see current platform checklists. Edit or delete one by selecting the three radial dots, or create a new one by selecting the new button. In the new checklist, type or paste a list of items and a name and select add. This creates a new checklist template which can be applied to a design by opening a design, creating a design review, and adding the template checklist to that design.

4:16 Admin-Explorer Web View 4 min Videos PCB Design Engineers

Engineering Managers This video demonstrates how to enable parameters when placing a component. The first step is to open the Explorer Panel, and within components, open the capacitors folder and right click for properties. Configure the parameters "Visible on Add" by selecting enable for the "PackageCase" parameter and click okay. Refresh the screen and choose a component within the capacitors folder and place it. Now the case size is visible for that capacitor and the Properties Panel also displays this value.

4:40 How to Start a Design Review 4 min Videos PCB Design Engineers

Mechanical Designers This video demonstrates how to setup and complete a design review on a project in Altium 365.

Articles

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Altium Agile Customer Onboarding Guide 4 min Guide Books Engineering Teams

Electrical Engineers This onboarding guide is designed to give your team the tools and collaboration capabilities you need to modernize your electronics design workflow.

Altium Develop Customer Onboarding Guide 4 min Guide Books Engineering Teams

Electrical Engineers This onboarding guide is designed to give your team the tools and collaboration capabilities you need to modernize your electronics design workflow.

Workflows: Onboarding Guide 1 min Guide Books PCB Design Engineers

Engineering Teams Learn how to get started with Workflows by activating your Altium 365 Workspace, activating a Workflow, initiating a Process, and completing a Process.

MCAD CoDesigner: Onboarding Guide 1 min Guide Books Learn how to activate your Altium 365 Workspace, install and configure CoDesigner, and get started with MCAD CoDesigner. This onboarding guide provides links to documentation, best practices, additional resources, and help.