Popular Articles

  1.  Video: Programs

    Last Updated: 03/07/2025 in Getting Started Categorized Training Videos Portfolios
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  2. Team Member

    Last Updated: 07/08/2025 in Customer Success Learning Paths
    Training Introduction This role-based training content is used by our BrightWork Customer Success Partners as part of BrightWork 365 Service Offerings . This sample content can be adjusted by the BrightWork Champion along with the ...

  3.  Form Configurator

    Last Updated: 03/15/2024 in Getting Started Categorized Training Videos Configuration
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  4. Microsoft OneNote

    Last Updated: 09/26/2023 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...

  5.  Configuration Videos

    Last Updated: 10/09/2023 in Customization Configuration

  6.  Interface Videos

    Last Updated: 11/12/2024 in Interface

  7.  Portfolios - Videos

    Last Updated: 02/28/2024 in Portfolios

  8. Pricing and FAQs

    Last Updated: 06/30/2022 in Getting Started Onboarding & Quick Start Guides Orientation

  9. Calendar Views

    Last Updated: 12/12/2024 in Portfolios
    Project Calendar Views To display a calendar view of all projects based on their Current Start & Current Finish dates: Click Projects on the main nav. Towards the top-left of the screen, click  Show As > Calendar . ...

  10.  Video: Starter Project Templates

    Last Updated: 03/07/2025 in Getting Started Categorized Training Videos Projects
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