Tutorial for Projects and Implementations

The Dashboard displays after login.

Projects is a summary of each project associated with the location.

The Project Name is also a link to display all active project tasks.

The Tasks Graph clickable segments represent task status breakdown.

Coach is the individual leading the implementation.

View Project Resources provides key links and contacts.

Milestones shows upcoming, in-progress, and past due milestones.

Select a Project's name on the Dashboard to view tasks.

Tasks displays all associated tasks. Completed tasks are hidden by default.

Hover on Tasks in the header to quickly view assigned or favorite department tasks.

Use column headers or View Filters to narrow results.

Select a task name to view full task detail.

Change status or assign the task to yourself or a colleague.

Comments allow @mentions and are time-stamped.

Files lets you attach or link related documents.

Update status as work progresses.

Mark tasks Complete when finished.

Update status directly in the task list.

Use Bulk Update from the Bulk Actions dropdown for multiple tasks.

Repeat steps 1–4 as you work on remaining tasks.

Enable notifications via User Settings for reminders.

Certify when all tasks are complete.

Your name and date are automatically recorded.

You can uncheck certification if needed.