Articles
Frequently Asked Questions
Are there out of the box starter Request templates available? Yes, BrightWork 365 comes with starter Request templates that are each associated with a type of project the requestor is interested in using, i.e., Project Light, Project Standard, Pr...
Project Request Approval Process
This article is for BrightWork 365 Release Sep 2023 (v1.8) and newer. Project Management Context Projects may start with a decent idea, but that doesn’t guarantee their success. Starting the wrong project at the wrong time is the ...
Request Form Details
This article is for BrightWork 365 Release Sep 2023 (v1.8) and newer. Request Tabs Request Details The Request Details tab contains fields relevant to moving the request process forward as well as fields that will be copied over to the rela...
BrightWork 365 Requests App
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 edit...
Approvals in Microsoft Teams
This article is for BrightWork 365 Release Sep 2023 (v1.8) and newer. Approvals in Microsoft Teams In addition to reviewing and acting on approval requests via the automatically generated approval request emails, you can also do so within Micr...