Do you manage documents in Projectplace? If yes, this is the webinar for you! We will do a deep-dive into functionalities and best-practices related to the Documents tool.
Level: Intermediate
Duration: 60 minutes
Here’s what the webinar will cover:
- Building a folder structure
- Access Rights
- Adding documents (Version management, linking to third-party document repositories, Document templates etc.)
- Working on documents (Using Microsoft office for web or the Projectplace document app)
- Sharing documents (Sending documents for review etc.)
- Adding documents to cards and activities
- Projectplace beyond document management
- Boards and Cards – a great way to get work done
- Use Requests to capture ideas for new initiatives/projects to be executed in Projectplace
Level: Admin training
Duration: 2 hours (1,5 hours presentation + 30 minutes Q&A)
Cost: Free of charge
With this training for Workspace Admins, you will learn everything you need to know to be able to create and manage workspaces that set you and your team up for success. The 2-hour training will give you an overview of:
- What Projectplace is and what workspaces can be used for
- How to create a workspace and when to use a Roadmap vs. a Plan workspace
- How to invite members, create groups and set access rights for your workspace
- How to import or build a folder structure for documents
- How to work with the Plan and the Boards tools
* Plan: milestones vs. activities etc.
* Boards: creating/customizing boards etc.
- How to create templates
After the presentation you will get the chance to ask your questions to our consultants in a 30-minute Q&A session.
Cannot attend this time? No worries, we will host another session next month!
Janet van den EijndeImplementation consultant
Anna ÖhrlundSr. Customer Marketing Manager