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Property Tree | Session 5 - Managing Tasks
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Survey
Property Tree | Session 5 - Managing Tasks
This course is designed for users of all levels, primarily focusing on managing tasks in Property Tree. However, it is recommended that those new to Property Tree complete the Navigation course and the Adding Profile courses before attempting this courses.
At the end of this course, you will be able to:
- Setup, use and track Notes and Alerts to assist your Agency
- Stay compliant with the Compliance Register
- Setup and use the Consumption Register
- Setup and use Groups & Tags including Bulk Updating and editing
- Overview of User Management
- Understand the Security Role options for Users
- Add/Invite a new staff member if you are an Administrator or Super User
- Assign Portfolios to Users
Duration: Approximately 60 mins
When you're ready to begin, click on the Start Course button at the top of the page.