This session covers:
- Navigating the Moovila platform
- An overview of default security roles
-
Team creation and management
Video Contents:
00:00 Intro
01:05 User Profile / Support
02:17 Tasks / Homescreen
03:16 Organizing the Tasks View
05:21 Filtering Tasks
07:21 Tasks Dashboards
08:26 Smart Schedule
10:43 Project Portfolio Timeline View
11:36 Project Portfolio Power Grid View
13:22 Project Portfolio Dashboard
13:31 Project Detail Dashboard View
13:54 Project Detail Critical Path
15:00 Project Detail Power Grid
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
21:22 Teams (Controlling Access and Contribution Levels)
22:52 Team Roles
26:00 Teams Best Practices
27:23 Extended Users on Teams
29:42 Visibility at the Project Level
31:05 Teams vs. Security Roles
32:00 Security Roles
32:20 Universal Admin
33:30 System Admin
34:24 PMO / Department Director
35:58 Project Manager
38:09 Standard User
38:53 Best Practices
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:
- For ConnectWise Integration Users:
- For Halo Integration Users:
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