01 - Organization Location & Project Toolbar

Create a New Organization Project
Article Content Navigation About Creating an Organization Project Create a New Project Additional Resources About Creating an Organization Project I...
Mon, 12 Dec, 2022 at 9:12 PM
Organization User Templates
What are User Templates?   User Templates are faux Project Members that are created within an Organization's Project Template(s) and are set with pro...
Fri, 29 Apr, 2022 at 2:32 PM
Project Templates
Article Content Navigation About Project Templates What information is carried forward from a Project Template? Additional Resources About Project Te...
Mon, 5 Dec, 2022 at 12:19 PM
The Simple Project Template
Article Content Navigation About the Simple Project Template What information is included in the Simple Project Template?  List Management Project Mana...
Fri, 2 Dec, 2022 at 2:23 PM
The Standard Index Project Template
Article Content Navigation About the Standard Project Template What information is included in the Simple Project Template?  List Management Project Ma...
Fri, 2 Dec, 2022 at 2:23 PM
The Master Index Project Template
Article Content Navigation About the Master Project Template What information is included in the Master Project Template?  List Management Project Mana...
Fri, 2 Dec, 2022 at 2:23 PM
Custom Project Templates
Article Content Navigation About Custom Project Templates Creating the Custom Template Project  Creating the Custom Template's Project Type List Ite...
Mon, 5 Dec, 2022 at 11:47 AM
Organization Locations
Article Content Navigation About Organization Locations Create an Organization Location Edit an Organization Location  Additional Resources About Or...
Tue, 14 Feb, 2023 at 11:53 AM
Creating a Copy of an Organization Project
Copy a Project   Expand the location the project is listed within that you would like to copy.     Your screen will refresh and you will be asked to ...
Mon, 2 May, 2022 at 11:33 AM
Creating an Advanced Copy of an Organization Project
What is the Advanced Copy of a Project function? Advanced Copy of a project will allow you to bring forward existing Meetings and Agendas and the attachmen...
Mon, 2 May, 2022 at 10:30 AM