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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 3 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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Your Design Data Has Zero Defense LIVE 34 min Webinars PCB Design Engineers Engineering / Technology Executive PCB Design Engineers PCB Design Engineers Engineering / Technology Executive Engineering / Technology Executive Earliest time: 10:00 AM, June 11, 2026 (CEST) More time slots available

See how Altium Agile builds speed, structure, and security into every stage of electronics development.

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Agile Teams: From Design Tool to Product Development Platform 32 min Webinars PCB Design Engineers Engineering / Technology Executive PCB Design Engineers PCB Design Engineers Engineering / Technology Executive Engineering / Technology Executive

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 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

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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Videos

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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
4:40 How to Start a Design Review 4 min Videos PCB Design Engineers Electrical Engineers Project Leads +3 PCB Design Engineers PCB Design Engineers Electrical Engineers Electrical Engineers Project Leads Project Leads Engineering Managers Engineering Managers Mechanical Designers Mechanical Designers This video demonstrates how to setup and complete a design review on a project in Altium 365. Read Article

Technical Documentation

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Technical Documentation Process-based Part Requests in Altium Designer The number of design components available to an engineer when capturing their next design can vary from a few hundred scattered across individual symbol and model libraries to hundreds of thousands, stored in a dedicated company parts database. But no matter how many components are available to hand, there will always be more that aren't, and that need to be created and added for reuse. For a…
Technical Documentation Interactive Process Workflows in Altium Designer The Art of Collaboration More often than not, there are multiple people involved with the design and development of an electronic product. To do this effectively, the members of that design team need to be able to work collaboratively. Sometimes the collaboration will be informal, for example sharing ideas and suggestions about how the design is to be implemented. Other times it will be formal,…
Technical Documentation Performing Design Reviews in Altium Designer An essential part of any design process is reviewing its progress and validity at key development stages, whether this takes the form of collaborative peer discussions or rigid sign-off mechanisms. Inherent in that process, at whatever level, is providing access to all relevant project data, files, comments, visual representations and feedback tools needed by the target reviewer(s). Altium…

Articles

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Jira Integration screenshot Jira Integration: Onboarding Guide 1 min Guide Books Project Leads Software Engineers Product Managers +1 Project Leads Project Leads Software Engineers Software Engineers Product Managers Product Managers Engineering Teams Engineering Teams Learn how to enable bidirectional data synchronization between Atlassian Jira® Issues and Altium 365 Workspace Tasks with Altium 365’s Jira Integration. This integration allows the remote creation of Jira Issues directly from your Altium 365 Workspace. Read Article
Altium 365 Security Approach and Practices Whitepaper Cover Altium 365 Data Security and Compliance: Security Approach and Practices 1 min Whitepapers IT Managers IT Managers IT Managers This whitepaper provides a clear overview of the extensive security measures that underpin Altium 365, the secure cloud platform for Read Article
Product Lifecycle Management (PLM) Training 4 min Guide Books 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
Altium 365 GovCloud 101 Everything You Need to Know Altium 365 GovCloud 101: Everything You Need to Know 7 min Blog Electrical Engineers Engineering Managers IT Managers Electrical Engineers Electrical Engineers Engineering Managers Engineering Managers IT Managers IT Managers Want to improve the protection of your design data? Altium 365 GovCloud can help you achieve these goals. It’s a region in Altium, engineered to meet the stringent demands of US government regulations. Read Article