New Articles

  1. Create Projects

    2024-2 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 c...
  2. Gantt Chart & Task Management

    2024-2 Your browser does not support HTML5 video. 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 the project. Planning is a te...
  3. Upgrading BrightWork 365

    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...
  4. Configuration Options

    Configuration Overview Demo Configuration Extended Demo Your browser does not support HTML5 video. ...
  5. Add an External Guest User

    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 ...
  6. Configure Default Template Approval Labels

    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...
  7. Configure Form, Request & Project Templates

    2024-2 Users will 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 ...
  8. Configuring BrightWork 365 [Dec 2022]

  9. Project & Portfolio Status Reporting [Nov 2022]

  10. Microsoft OneNote

    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...