Use this checklist as a quick guide before inviting your team. It covers the main setup points to make sure nothing gets overlooked before you go live.
1. User groups
- User groups created for all subcontractors (e.g. foundation, structural walls, carpentry, electrical, etc.)
- User group created for construction manager
- User group created for architect and engineers (e.g. structural, mechanical, electrical, landscape, etc.)
- User groups created for any other project roles and contract packages
- Numbering or classification system applied to group names
2. Task workflows
- Task template created for quality issues
- Task template created for RFIs
- Template work package for subcontractors created
- 'Quality' and 'RFI' workflows created (use numbering for structure)
- Task templates linked to respective workflows
- Construction manager user group added to roles in template work package
3. Models and drawings
- All relevant models and drawings are uploaded to Locations
- Levels created
- Drawings mapped to levels
- Optional: Drawings structured in disciplines & subdisciplines
- Titles added to drawings to make easy to identify for users
4. Quality control
- Checklist template for inspections created
- Auto task creation enabled for inspection checklist
- Checklist template for documentation created
- 'Documentation' workflow created in work package template
- Inspection template added to 'Quality' workflow, documentation template added to 'Documentation' workflow
5. Setting up subcontractors
- Work packages duplicated for each relevant subcontractor
- Subcontractor user groups added to workflow roles
- Setup reviewed on desktop and mobile (add yourself to user groups to see from their perspective, or invite a colleauge)
With user groups, task and checklist templates, and workflows in place, and locations set up, the technical foundation of your project is complete. The final step is to make sure your team is ready to use it.
6. Getting your organization ready
- User onboarding plan defined
- Introduction or training session scheduled before go-live
- The person who will be the first point of contact for internal support has been identified.
- Pinned announcement prepared with project structure, key workflows, and contact details (Read more: How to set up project settings)
- Project setup documented: task and checklist templates, work packages, and workflows recorded for future administrators
7. Going live
- All checklist items above completed
- Internal review of setup finalized
- Users invited only after setup is complete
A good setup at this stage does not need to be perfect. It needs to be usable, agreed upon, and consistent. Workflows will be refined, templates adjusted, and access updated as the project evolves. The checklist above gives you just the foundation to do that confidently.
Need support?
If you are unsure about any part of the setup, involve your Customer Success Manager before go-live. This is especially useful when mapping complex project structures into Dalux, validating workflow logic, or ensuring the setup scales across multiple contracts and phases.
For further reading on each setup area, refer to the Getting Started articles in this section or visit the Field subcategory in HelpCenter.