Team Member Training

Welcome to your Office training. Below you'll find a syllabus linking you to core content designed to help you to quickly get up to speed with Office based on your specific role, and start deriving value from the platform. Each link will open in a new tab. Just come back to this main Team Member training page to continue on your journey.

• Basic Navigation 
  • Accepting an Invitation
  • Logging In
  • Basic Platform Navigation
  • Options  
    • User Profile
    • Logging Out
    • Changing Password
• Notification 
  
  • Overview of Notification Types
  • Managing Notifications
  • Using the Notification Archive
• Teams  
  • Overview & Organizing
  • Viewing & Navigating Teams
• Tasks  
  
  • Overview
    • Views
    • Sorting
    • Filtering
  • Individual Capacity
    
    • Setting up Capacity, Linking Outlook and Google Calendars 
    • Managing SmartSchedule 
• SmartTasks 
  • Anatomy of a SmartTask
  • Creating /Assigning/ Linking a SmartTask
    
    • Accept/Reject
  • Working a SmartTask
• Viewing a Project
  • Creating a Project 
  • Sorting SmartTasks
  • Filtering SmartTasks
• Project Portfolio
  
  • Using the Project Portfolio Dashboard View 
  • Using the Portfolio Timeline View
  • Using the Project Portfolio List View
  • Using the Project Portfolio Thumbnail View
• Support