Self-Guided Quick Start Training

Initial Setup

• Video - Platform Basics
• Video - Office Setup
• Action - Set up your profile
• Action - Set your notification preferences
• Action - Set up your availability
• Action - Set your display preferences
• Action - Reset your password if needed

Design Your Teams

• Video - Teams
• Action - Practice Creating a team
• Action – Add team members to your team
• Action – Set Team Member Roles
• Action – Send a team chat message

Create SmartTasks

• Video – SmartTasks
• Action – Create Personal SmartTasks with details

Become a Project Architect

• Video – PowerGrid
• Action – Create a new project
• Action – Add phases to your project - refer to PowerGrid video
• Action – Add tasks to your project phases – refer to PowerGrid video
• Action – Add or remove task columns/fields – refer to PowerGrid video
• Action – Reorder task columns (drag/drop) to your preference – refer to PowerGrid video
• Action – Add Task details to each task – refer to PowerGrid video
• Action – Assign tasks to other team members – refer to PowerGrid video
• Action – Send a Task chat message – refer to PowerGrid video
• Action – Add task dependencies - refer to PowerGrid video
• Action – View project in the Critical Path View
• Action – Update project timeline to save suggested dates – Old UI

Configure Project Portfolio Views

• Read – Project Portfolio Tour
• Read – Using the Portfolio Timeline View
• Read – Using the Project Portfolio Grid View
• Read  – Using the Project Portfolio Thumbnail View
• Video – Using the Project Portfolio Dashboard View
• Action – Create a custom dashboard panel – refer to above video

Configure Task Views

• Video – Tasks/Homescreen
• Action – Check out the different task views
• Action – Practice filtering SmartTasks
• Action – Adjust column order through drag and drop
• Action – Practice using favorites
• Action – Configure your Task Dashboard Panel views
• Action – Start using SmartSchedule

Stay in the Know with Notifications

• Video – Notifications
• Action – Review all the different types of notifications
• Action – Review opening a notification
• Action – Review the notification archive