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Last Updated: 09/04/2024
in Administration
The BrightWork 365 app can be added as a desktop app via tools included with the Microsoft Edge and Google Chrome browsers. Microsoft Edge Open your BrightWork 365 application using Microsoft Edge and select the ellipsis on the top right of the...
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Last Updated: 04/25/2023
in Administration Microsoft Dynamics 365 App for Outlook allows you to track an email in your inbox against a record in BrightWork 365. By default, the only tables you can do this against are Accounts and Contacts. Should you wish to track against other tables (e.g...
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Last Updated: 06/17/2026
in Customization Configuration
2026-2 & 2026-1
Also see Form Configurator Best Practices .
Project Management Context
The Form Configurator tool provides Template Editors with the ability to hide or show Project Template form Tab...
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Last Updated: 06/17/2026
in Portfolios
Project Management Context
Status reporting is an extremely efficient method for keeping multiple stakeholders informed about how portfolios and programs are progressing. Crucial information su...
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The Start Service uses the BrightWork implementation process called 3D (Design, Deliver, Deploy). 3D is a clear, transparent, and practical change management process focused on the project management needs of your group. We work with you every ...
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Last Updated: 06/18/2026
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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Short Demo on brightwork.com (3:45) Extended Demo (39:16) Your browser does not support HTML5 video. ...
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Last Updated: 10/09/2023
in Administration
