Updated Articles

  1. Project Stage Approval Process

    2024-03 Project Management Introduction Most projects benefit greatly from having a control process in place to move them along from one stage to the next while they are in execution. Without any form of control, there is a good am...
  2. User Management

    Definitions Security: Methods for protecting the system as a whole and the data housed within the system. Security is cumulative.  User Security: Defines user access to Tables, Columns, Rows, etc., in the Power Platform Dataverse. I...
  3. BrightWork 365 Starter Project Templates

    2024-03 Project Management Introduction Not having a standard way to plan and manage projects is a common challenge among project managers. This is why adopting a configurable template approach from proje...
  4. Document Management

    This article is for BrightWork 365 Release February 2023 (v1.6) and newer.       Documents in BrightWork 365 are stored in your organization's BrightWork 365 SharePoint site. During the installation of BrightW...
  5. Task Management

    2024-03 Overview Demo Extra Features Project Management Introduction Planning a project prior to completing the build out of tasks in the Gantt will pay dividends throughout the full duration of t...
  6. Content Templates

    2024-03 Create a Content Template from an Existing Project           Users have the option to create a special type of template from an existing project that will include the content from that project - the...
  7. Microsoft Teams

    This article is for BrightWork 365 Release February 2023 (v1.6) and newer. Project Management Introduction With Microsoft Teams integration, BrightWork 365 provides powerful options for staying connected, keeping your projects organized,...
  8. User Activity Audit

    In order to determine BrightWork 365 app activity for a given user, follow the steps in one of the methods documented below. Access Auditing is forward tracking only. Method 1 - Classic UI   Navigate to  https://...
  9. Onboarding Training Syllabus

    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 Customer Success Part...
  10. Customer Success Training Syllabus

    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 Customer Success Part...