Transform Training: Moovila Orientation + Integration

This session covers navigating the Moovila platform.

Video Contents: 
00:00 Intro 
01:05 User Profile / Support 
02:17 Tasks / Homescreen  
08:26 Smart Schedule 
10:43 Project Portfolio
13:31 Project Detail 
17:15 Task Detail (Working a Task) 
18:07 Attachments 
18:40 Notes 
19:00 Risks 
19:24 Project Smart Schedule 
20:03 Project More Options Menu 
20:47 Project Timeline View 

Moovila Navigation Orientation:

• Creating a Project: Project Column Headers
• Using the Project Portfolio: Column Headers
• Organizing Tasks: Column Headers in the Tasks View

Integration Documentation:

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