01 Organization Location & Project Toolbar

Create a New Organization Project
Watch the Video! Create a New Project   Under My Organization in the navigation tree, Click on your Organization Name. On the main screen click th...
Sat, 6 Aug, 2022 at 3:04 PM
Organization Project Templates
Project templates are used to provide a consistent structure for each new project created from the template within Your Site.       Why Use Project Te...
Thu, 28 Apr, 2022 at 12:52 PM
Organization Locations
  What is the function of a Location?   Locations let you organize your projects into groupings. This is advisable if your project list is likely to gro...
Thu, 28 Apr, 2022 at 12:53 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 pr...
Fri, 29 Apr, 2022 at 2:32 PM
The Simple Project Template
Project Management > Subfolder List By Section   Below you will find a listing of all sections and their subfolders defined in this Project Template fo...
Thu, 24 Feb, 2022 at 5:26 PM
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
The Standard Template
Project Management > Subfolder List By Section   Below you will find a listing of all sections and their subfolders defined in this Project Template fo...
Thu, 24 Feb, 2022 at 5:26 PM
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
The Master Project Template
Project Management > Subfolder List By Section   Below you will find screenshots of the Project Members defined in this Project Template in the Project...
Thu, 24 Feb, 2022 at 5:26 PM
Add Member to more than one project
Within the Organization users have the option to add a project member to more than one project.  Click on your organizations name within the navigation tree...
Thu, 15 Sep, 2022 at 10:09 AM