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Workflow and Process Management
Learning Hub Workflow and Process Management

Workflow and Process Management

Automate design workflows and improve process efficiency with collaborative tools that support team communication and task management.

Altium's Workflow Solutions Guide to Workflows in Altium Workflows Documentation

Guide Books

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Altium Agile Image Altium Agile Customer Onboarding Guide 4 min Guide Books Engineering Teams Project Leads PCB Design Engineers +1 Engineering Teams Engineering Teams Project Leads Project Leads PCB Design Engineers PCB Design Engineers Electrical Engineers Electrical Engineers This onboarding guide is designed to give your team the tools and collaboration capabilities you need to modernize your electronics design workflow. Read Article
Altium Develop Image Altium Develop Customer Onboarding Guide 4 min Guide Books Engineering Teams Project Leads PCB Design Engineers +1 Engineering Teams Engineering Teams Project Leads Project Leads PCB Design Engineers PCB Design Engineers Electrical Engineers Electrical Engineers This onboarding guide is designed to give your team the tools and collaboration capabilities you need to modernize your electronics design workflow. Read Article
Workflows screenshot Workflows: Onboarding Guide 1 min Guide Books PCB Design Engineers Electrical Engineers Project Leads +1 PCB Design Engineers PCB Design Engineers Electrical Engineers Electrical Engineers Project Leads Project Leads Engineering Teams 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. Read Article
MCAD CoDesigner screenshot 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. Read Article

Workshops

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Webinars

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Agile Teams: From Design Tool to Product Development Platform LIVE Webinars PCB Design Engineers Engineering / Technology Executive PCB Design Engineers PCB Design Engineers Engineering / Technology Executive Engineering / Technology Executive Earliest time: 4:00 PM, April 29, 2026 (CEST) More time slots available

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

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Altium Agile Teams - Solution Overview LIVE 39 min Webinars PCB Design Engineers Electrical Engineers Engineering Managers +1 PCB Design Engineers PCB Design Engineers Electrical Engineers Electrical Engineers Engineering Managers Engineering Managers Mechanical Designers Mechanical Designers Earliest time: 10:00 AM, May 6, 2026 (CEST) More time slots available

Get an overview of this new Electronic Product Development Platform.

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

Smart Design Reviews speed up your design process

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

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

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Videos

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Product Lifecycle Management (PLM) Training 4 min Videos PCB Design Engineers Project Leads Electrical Engineers +1 PCB Design Engineers PCB Design Engineers Project Leads Project Leads Electrical Engineers Electrical Engineers Engineering Managers Engineering Managers This comprehensive video series will guide you through establishing seamless connections between your workspace and PLM system, creating a unified digital thread for your product development lifecycle. PLM integration transforms how your engineering team manages component data, project information, and manufacturing outputs by synchronizing critical design data between the workspace and your PLM system. This integration eliminates data silos, reduces manual data entry, and ensures your entire organization works from a single source of truth. This training series covers five essential areas that will get your PLM integration up and running effectively. After completing this training, you will have the knowledge and practical skills to implement a robust PLM integration that enhances collaboration, reduces errors, and accelerates your product development process. Read Article
1:50 Events Log 2 min Videos PCB Design Engineers Project Leads Electrical Engineers +1 PCB Design Engineers PCB Design Engineers Project Leads Project Leads Electrical Engineers Electrical Engineers Engineering Managers 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. Read Article
3:15 Admin Checklists 3 min Videos PCB Design Engineers Project Leads Electrical Engineers +1 PCB Design Engineers PCB Design Engineers Project Leads Project Leads Electrical Engineers Electrical Engineers Engineering Managers 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. Read Article
4:16 Admin-Explorer Web View 4 min Videos PCB Design Engineers Project Leads Electrical Engineers +1 PCB Design Engineers PCB Design Engineers Project Leads Project Leads Electrical Engineers Electrical Engineers Engineering Managers 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. Read Article

Articles

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Altium Agile Image Altium Agile Customer Onboarding Guide 4 min Guide Books Engineering Teams Project Leads PCB Design Engineers +1 Engineering Teams Engineering Teams Project Leads Project Leads PCB Design Engineers PCB Design Engineers Electrical Engineers Electrical Engineers This onboarding guide is designed to give your team the tools and collaboration capabilities you need to modernize your electronics design workflow. Read Article
Altium Develop Image Altium Develop Customer Onboarding Guide 4 min Guide Books Engineering Teams Project Leads PCB Design Engineers +1 Engineering Teams Engineering Teams Project Leads Project Leads PCB Design Engineers PCB Design Engineers Electrical Engineers Electrical Engineers This onboarding guide is designed to give your team the tools and collaboration capabilities you need to modernize your electronics design workflow. Read Article
Workflows screenshot Workflows: Onboarding Guide 1 min Guide Books PCB Design Engineers Electrical Engineers Project Leads +1 PCB Design Engineers PCB Design Engineers Electrical Engineers Electrical Engineers Project Leads Project Leads Engineering Teams 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. Read Article
Ask the Expert Weekly Sessions Workshops PCB Design Engineers Electrical Engineers PCB Design Engineers PCB Design Engineers Electrical Engineers Electrical Engineers

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

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