The Project Management module will help you to organize and manage projects from beginning to end. The module can be used to manage your member acquisition, member onboarding, events, and more. If you have projects that are repeatable (such as member onboarding) you can create a project template to be re-used, saving you time. In this session, participants will learn the initial setup functions for working with the project/tasks module.
Your Learning Curriculum
This webinar recording walks through the initial setup functions in order. Click the image below to start the recording.
Module 1: Create Task Types
Learn how to create task types so each project step can be categorized. (Set up under Home, My workspace section, Project Settings.)
Module 2: Set Up Project Types
Learn how to set up project types to classify the projects your association runs. (Set up under Home, My workspace section, Project Settings.)
Module 3: Create a Project Template
Learn how to build a reusable project template for repeatable work such as member onboarding, saving you time. (Managed under Home, My workspace section, Project Settings.)
Module 4: Create a New Project
Learn how to create a new project from scratch or from a template. (Created under Home, My workspace section, Projects.)
Certification Goal: Projects & Tasks Initial Setup
By completing this webinar, you will be able to create task types, set up project types, build a reusable project template, and launch a new project — the full initial setup needed to start managing projects end to end.