Overview Create and manage work items related to the videos you are producing. This allows you to track the progress of your videos that needs to be created and ensure that all necessary tasks and considerations are addressed. You can create cards or workitems for various aspects of the production process, such as scriptwriting, pre-production, […]

This article provides you with an overview, navigation, and the process of adding and managing topics. Skip Ahead to: Overview Navigation Steps to Add a Topic Default Sections in Topics Form Common Operations to Manage Topics Overview Create and manage workitems related to the content you need to produce for various business things. It allows […]

Overview The research project allows you to track and organize research projects and store relevant documents and data, and collaborate with key stakeholders like peers, faculty, and teaching assistants. By creating a consistent structure to be followed by all peers, the project ensures that all bases are covered, and no steps are missed during the […]

In this article, we will help you understand how to add a product marketing activity. Skip Ahead to: Overview Navigation Steps to Add a PM Activity Default Sections in PM Activities Form Common Operations to Manage PM Activity Overview The Product Marketing Activities is a comprehensive solution for guiding the positioning, cost, and promotion of your […]

Overview Tickets are a way for you to track and manage IT-related issues and requests. They are typically used in IT Service Management (ITSM) requests from initiation to closure, which is a process for delivering and managing high-quality IT services. Note: This menu is only applicable to the IT Requests template. Navigation In the left […]

This article familiarises you with how to add a task on the Execution Board using the Add button and right-click option when there is a single Task Plan or multiple Task Plans available in the project. Skip Ahead to: Overview Add a Task using the ADD Button Add a Task using Right-click Adding a task […]

In this article, we will help you to understand how to add and manage customers. Skip Ahead to: Overview Navigation Steps to Add a Customer Default Sections in Customers Common Operations to Manage Customers Overview You can seamlessly onboard a customer from the sales team to the customer success team by collecting all the key […]

Overview Follow up with potential foundations that can become donors and manage all the grants. Also, prioritize the potential organizations and track the approval process, and get notified on the approaching expiry date of the sanctioned Grants too. Note: This menu is only applicable to the NGO template. Navigation In the left navigation panel, expand […]

In this article, we will help you to understand how to add a legal request. Skip Ahead to: Overview Navigation Steps to Define a Legal Request Default Sections in Legal Request Common Operations to Manage Legal Requests Overview Simplify and streamline your legal service request management related to Compliance and Governance purposes. Note: This menu […]

In this article, we will help you to understand how to add and manage team objectives. Skip Ahead to: Overview Navigation Steps to Add a Team Objective Default Sections in Team Objective Common Operations to Manage Team Objectives Overview Set clear objectives for the team – Create a plan, assign the objectives to the team, […]