Updated Articles

  1.  Task Management

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  2. Read First: Customization Notes

    This article is for BrightWork 365 Release February 2023 (v1.6) and newer. Beginning with release September 2023 (v1.8) BrightWork 365 also includes the Form Configurator for an easier and preferred method for hiding/unhiding Project Template...
  3. Add a New Form Section

    This article is for BrightWork 365 Release February 2023 (v1.6) and newer. Be sure to first read the Customization Notes article. If you are using BrightWork 365 release September 2023 (v1.8) or newer, also first read Form Configurator ....
  4. Customize Other Components

    This article is for BrightWork 365 Release February 2023 (v1.6) and newer. Be sure to first read the Customization Notes article. System Charts Charts let you see table data in a visual manner.  To create a system chart, rather than modi...
  5. Add a New Form Tab

    This article is for BrightWork 365 Release February 2023 (v1.6) and newer. Be sure to first read the Customization Notes article. If you are using BrightWork 365 release September 2023 (v1.8) or newer, also first read  Form Configurator ....
  6. Customize Site Maps

    This article is for BrightWork 365 Release February 2023 (v1.6) and newer. Be sure to first read the Customization Notes article. Site Maps The purpose of a Site Map is to define the navigation for a Power Platform app such as BrightWork ...
  7. Configuration - Training Exercises

  8. Interface - Training Exercises

  9. Projects - Training Exercises

  10. Add a Deactivated Project Filter to a Power BI Report

    Open the report  PBIX file  in Power BI Desktop and click  Transform data  to open it in the Query Editor.   Select the  Projects  table and click the  Set...