Updated Articles

  1. Create Projects

    2026-3 & 2026-2 BrightWork 365 ships with Starter Project Templates out of the box - see article BrightWork 365 Starter Project Templates for details. Project names in release 2026-3 support up to 255 characters, and 1...
  2. Content Templates

    2026-3 & 2026-2 Project Management Context The Actual Project Manager of the source project and users given the BrightWork PMO Manager security role have the option to create a special type of template from an existing project that wil...
  3. Project Template Switcher

    2026-3 & 2026-2 Project Management Context The needs of a project can change over time. A template ideal for the initiation phase, that focuses on high-level goals and stakeholder alignment, may later require a more structured template tha...
  4. Approvals in Microsoft Teams

    2026-3 & 2026-2 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 ...
  5. Request Form Details

    2026-3 & 2026-2 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 related new project that ...
  6. Request Approval Process

    2026-3 & 2026-2 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 best way to waste valuable time and resou...
  7. FAQs - Requests

    2026-3 & 2026-2 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, e.g., Project Tracke...
  8. FAQs and Troubleshooting - Projects

    Are there out of the box starter project templates available?  Absolutely! See BrightWork 365 Starter Project Templates . Do projects created directly in the Projects module without a request require any approvals? No, users given the Bright...
  9. 3D Deployment Process Deep Dive

    Introduction Introduction Summary Audio  Download audio Pre-Handover Call Activity Your BrightWork Representative will schedule a deployment kick-off call and the handover to your BrightWork Customer Success Partner . Prior to the...
  10. Approvals in Microsoft Teams

    2026-3 & 2026-2 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 ...