Project Container: Quick Tips and Tricks Video Series

First we brought you time saving tips and tricks for Order Management, then Quote, and now we bring you the Project Container Quick Tips and Tricks Video Series!  This series totals over 14 minutes of watchable content.  The series is broken down into six videos as follows

• Dashboard Basics (2:58)
• Dashboard Shortcuts (1:44)
• Master Project, Job Alias, and Save as New (2:30)
• Phases, Statuses, and Priorities (1:55)
• Contacts, Notes, and Documents Tabs (2:41)
• Bid Board (2:29)

Dashboard Basics (2:58)

This video discusses time saving tips for adding Project Container to the home tab, customizing your views and layouts, searching, and setting preferences.  To learn how to customize the Project Container dashboard and more, check out this video. (Don’t see the video? Click here to view in a new window.)

Dashboard Shortcuts (1:44)

In this video, you’ll find time saving tips for reading notes, opening documents and viewing job aliases right from the dashboard.  This video also covers hotkey tricks to speed up your data entry and processes in Project Container. (Don’t see the video? Click here to view in a new window.)

Master Project, Job Alias, and Save as New (2:30)

Project Container provides a central location for managing your projects.  To best utilize Project Container for project management, there are certain fields and features you can use.  These includes Master Project, Job Alias, and Save as New.  To learn how these fields and feature can improve your experience and save you time, check out this video. (Don’t see the video? Click here to view in a new window.)

Phases, Statuses, and Priorities (1:55)

Phases, statuses, and priorities – all of these aspects of a project are important to keep up to date to allow everyone at your office involved in a project apprised of the current state of the project.  This video covers how and why you should use and update these fields as the project progresses. (Don’t see the video? Click here to view in a new window.)

Contacts, Notes, and Documents Tabs (2:41)

This video covers how you can use Project Container as a central resource for contacts, notes, and documents from other agile applications.  To learn which applications are integrated into a project, check out this video. (Don’t see the video? Click here to view in a new window.)

Bid Board (2:29)

Do you want to display a list of projects by date and time for everyone in your office to see?  Or do you just want a customizable calendar that lists the projects everyone in your office is working on? If you said yes to either, then check out this video, which discusses the Bid Board application. (Don’t see the video? Click here to view in a new window.)