• Using the Projects Dashboard for Standup Meetings
• Incorporating Custom Lists to showcase meaningful data
• Reviewing Remaining Time, Progress & Projections
• Project Insights & Project WIP Reporting
Presenter: Pat Doyle (Professional Services Manager)
Host: Alec DiRienzo (Solutions Consultant)
• Customize the look of the Client Portal
• Invite and…
• Customize Invoice Template styling and Custom Fields
• Show Work…
This has been a year where most businesses have been…
• Take advantage of Auto-Scheduled Time
• Understand the Booking Tool
•…
• Email Capture Rules and Integration Settings
• Request Inbox…
