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Use Initiated By Me to create task projects, add tasks, assign users, and organize work with due dates, priorities, labels, and subtasks. Before you begin: A task must belong to a task project. If the project does not already exist, create the project first...

Learn to review a task, update its progress, add supporting files, communicate through comments, and track its history. Anyone with access to a task — whether they were assigned to it or created it — can open it and use the actions on this page, unless noted ...

Use Share to give another user access to a task project. The user the task has been shared with can access it from Shared with Me within the Tasks module. Before you begin: You must have permission to manage or share the task project. Open the Share Win...

The Tasks dashboard gives you an overview of task projects, assigned work, deadlines, progress, and completion status. Click Tasks in the main navigation menu. Read the Dashboard Use the filters at the top — Project, Task Sources, From Date, and To Date —...

The Tasks module helps you organize, assign, and track work across your institution. Every task belongs to a task project, and tasks are grouped based on whether they were assigned to you or created by you. Task Categories Category Use it to Assigned ...

The Reservations module lets you book shared facilities, such as meeting rooms, boardrooms, and equipment, and keep track of your requests in one place. Sidebar Sections The sidebar on the left gives you access to the main areas of the module. Dashboard, Faci...

This page walks you through finding a facility and reserving it. Browse Facilities Go to Reservations → Facilities to see everything available to book. You can use Search facilities(1) to look up a facility by name, or Search by Manager(2) if you know who ov...

Once you've submitted a reservation, My Reservations is where you go to review it's status. Open My Reservations Go to Reservations → My Reservations. By default, your bookings appear in Grid view, but you can switch to whichever layout suits what you're tryi...

If you manage one or more facilities, this page covers how to review incoming reservation requests and how to update a facility's settings. You can only see these options if you've been assigned as a facility manager. Approving or Rejecting a Reservation Go t...

Sender Manager Once an outgoing request has been approved by everyone in its approval line, it lands in the Sender Manager's To Be Processed > Outgoing folder. This is the last stop before the document actually leaves the institution. Send Dispatches the ...

The Contacts page lets you look up the contact details of any user that uses the system. Viewing contacts  Click Contacts in the top navigation. By default, the list shows the users in your own institution. Use the search bar to find a specific contact. To v...

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