Getting started

• Order life cycle
• Basic terms and terminology
• Resources page- Key fields when setting up users
• Toolkit configuration hierarchy
• Customer Product price creation
• Order creation
• Resource creation
• Assigning resources to tasks
• Scheduling Interval Order/Task dates
• Uploading files to tasks (assets upload)*
• General Messages
• Workflow template creation (TBC)
• Range options
• Customizing a page layout (grid layout)*
• Saving "Preset ranges" for commonly used searches*
• Go-live checklist*