Process Tools
Documenting Work Processes
Edit Title and Objective of Process
Creating New Process Tools
Editing Existing Process Tools
Delete a Process Tool
The Deleted Folder
Archiving a Process Tool and The Archive Folder
Printing Process Tools
Saving Process Tools
Reordering Process Tools
Inserting a Hyperlink
Building Work Plans
Deleting Tasks and Expectations
Editing Existing Tasks and Expectations
Check Lists
Scripts
Upload Files
Documents
Custom Forms
Policy Notes
Video
Audio
User Settings
Four Key Functions
Four Key Functions
Sub Functions
Adding Processes to the Four Functions
Deleting Processes
Moving Processes from One Key Function to Another
Moving / Recording Processes within a Key Function
Printing Process Lists
Process Color Identification
Mark a Process as Complete
Adding From a Process Library
Public Processes
Reports
Account Administration
What is Account Administration
User Accounts
User List
Creating New Users
Deleting a User
Profile
User Access
Creating Control Panel Access in Account Administration
Account Settings
Updating Contact Information
Changing Header Color and Text Color
Uploading Your Logo
Header Display
Upgrade Account