Training

We have provided videos to help you to understand the concepts and how to use the system. Please get in touch if there is something that you do not understand.

Please use the links below to go to the appropriate video, or start at the beginning and work through the “Next Video” link.

• Dashboards
• Project Settings
  • Project Based Businesses
  • Meetings
  • Networker
  • Problem / Solution
• Using Projects
  • Project Based Businesses
  • Meetings
  • Networkers
  • Problem / Solution
• Key Features
  • Priority (Importance / Due Date)
  • Categories
  • Customers
  • Departments
  • Status
  • Predefined Tasks
• Tasks
  • Search, Create & Update Tasks
  • Repeating Tasks
  • Confidential Tasks
  • Attachments
• Reporting
  • Boards
  • Automatic Reports
  • History
  • Calendar Export
• Admin
  • Personal Settings
  • Change Password
  • Change Logo and Branding
  • Department List
  • Create and Update Users
  • Delete Attachments – Free Up Space
  • Export All Data
• Other
  • Create Shortcut on Mobile Phone