Transform Training: Building a Project

• Quick Start Guide: Building a Project
• Creating a Project: Basics
• Quick Start Guide: Teams
• Managing a Project: Project Status
• Quick Start Guide: Power Grid Basics
• Creating a Project: Adding a New Phase
• Creating a Project: Duplicating and Moving Phases
• Organizing Tasks: Reordering SmartTasks
• Creating a Project: Adding Dependencies
• Managing a Project: Adding Notes
• Managing a Project: Using the Risk Register

Integration-Specific Documentation:

• Autotask PSA: Field Mapping
• ConnectWise: Field Mapping
• ConnectWise: Importing a Project + Using Existing Templates to Build out a Project Shell
• HaloPSA: Field Mapping
• HaloPSA: Importing a Project + Using Existing Templates to Build out a Project Shell