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A BrightWork Customer Success Partner is not just a team member; they are your dedicated partner in achieving project management success. With their extensive knowledge of project management processes, best practices, and templates that harness ...
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Created On: 01/27/2023
in Requests
This article is for BrightWork 365 Release Sep 2023 (v1.8) and newer. If you are using a Version 1 Project Request (deprecated), in order to avoid error messages when trying to save a request, your BrightWork 365 administrator will need to ed...
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Created On: 01/25/2023
in Projects
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BrightWork 365 ships with 5 Starter Project Templates out of the box: Project Light, Project Standard, Project Structured, Product Update, and New Product Idea. For template details, see the Templates article.
When...
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Created On: 01/15/2023
in Projects
2025-1
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Project Management Context
Planning a project prior to completing the build out of tasks in the Gantt will pay dividends throughout the full duration of...
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Created On: 01/06/2023
in Administration If you import a solution into a managed environment, the Power Platform Solution Checker automatically runs. This means that environment Sys Admins will likely get an email indicating that many high severity issues were found. These are false pos...
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Created On: 12/14/2022
in Administration An external guest user can be added to your Microsoft 365 tenant and Power Platform environment to allow the user access to the BrightWork 365 app. Navigate to the Microsoft 365 Admin Center at https://admin.microsoft.com/ . Expand Users ...
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Created On: 12/12/2022
in Customization Configuration This article is for BrightWork 365 Release February 2023 (v1.6) and newer. These configuration changes can be done in the BrightWork 365 managed solution. The BrightWork Template Editor security role is required to make these configuration...
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Created On: 12/12/2022
in Customization Configuration
2025-1
Users need the BrightWork Template Editor security role to access the Templates Area and to configure templates.
BrightWork 365 Form Templates Form Templates can be accessed by clicking into Templates Area > Form Templates...
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Created On: 12/05/2022
in Interface This article is for BrightWork 365 Release February 2023 (v1.6) and newer. In addition to the standard note that can be added to a project in the Communications tab, you also have the option to create Microsoft OneNote notes that are saved as p...
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