Transform Training: Moovila Orientation + Integration

Moovila Navigation Orientation:

• Introducing Your Quick Start Guide
• Quick Start Guide: Moovila Platform Basics
• Quick Start Guide: Tasks / Homescreen
• Using the Project Portfolio: Tour
• Using the Project Portfolio: Organizing the Projects
• Creating a Project: Project Column Headers
• Quick Start Guide: Notifications

Integration Documentation:

• For Autotask Integration Users:
  • Autotask PSA: API Member Security Role Requirements
  • Autotask PSA: Integration Setup + Overview
  • Autotask PSA: Field Mapping
    
    
• For ConnectWise Integration Users:
  • ConnectWise: Setup + Integration Overview
  • ConnectWise: API Member Security Role Requirements
  • ConnectWise: Field Mapping
    
    
• For Halo Integration Users:
  • HaloPSA: Setting up HaloPSA's API Pre-Integration
  • HaloPSA: Setup + Integration Overview
  • HaloPSA: Field Mapping