Updated Articles

  1. Approvals in Microsoft Teams

    2025-2 Approvals in Microsoft Teams In addition to reviewing and acting on approval requests via the automatically generated approval request emails, and BrightWork Approvals , as part of the Request and Project approval processes you c...
  2. Project Stage Approval Process

    2025-2 Your browser does not support HTML5 video. Project Management Context 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 ...
  3. Project Status Reporting

    2025-2 Your browser does not support HTML5 video. Project Management Context Status reporting is an extremely efficient method for keeping multiple stakeholders informed about how projects are progressing. Crucial information such...
  4. Create Projects

    2025-2 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...
  5. Content Templates

    2025-2                                                         Project Management Context Users have the option to create a special type of template from an existing project...
  6. Request Approval Process

    2025-2 Your browser does not support HTML5 video. 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...
  7. Import Project Gantt Tasks

    2025-2 & 2025-1 The BrightWork Team Member security role is required to import tasks. There is a technical limit of 1,000 tasks for the Gantt, but in order to have a reasonably responsive Gantt there is ...
  8. Security Role Details

                  BrightWork 365 provides multiple security roles to choose from, each with a different purpose. The roles noted below are grouped by how they are used in the solution. For more granular security role details see the...
  9. Form Configurator

    2025-2 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 Tabs, Sect...
  10. Views & Charts

    2025-2 Deleting a row of data from any View cannot be undone. System Views The various BrightWork 365 site map sections such as Requests, Projects, and Portfolios, each come with their own set of out of the box system views, in ...