Monthly Webinars

Webinar Agendas

• Introduction/Review: Users and Groups
• Project Groups, Site Groups, Private Groups
• Users come: Adding new users to the site, templates, groups, tasks, projects
• Users change: Changing login email address, changing special (sitewide) permissions, Multiple Logins
• Users go: Deleting/revoking users, Global task reassignment, removing from templates, groups, tasks, projects
• Why can’t I revoke this user? And how to solve that.

Review Assignment Manager

• Overview and advantages
• How to add, change, and remove review task assignments on the fly
• Changing priority and due date
• Caveats and alternatives

Using Checklists

• Overview and advantages

• How to add, modify, and remove checklist items from my review
• Checklist items with changemarks
• Checklist items without changemarks
• Sharing with Applicants and Designers

Permissions and Roles in ProjectDox

• Individual vs. Group Permissions

• Project Admin and System Admin Permissions
• Special Permissions in the Project (inviting other users, managing folders, etc.)
• What is a Role
• Permissions, Roles and Project Templates

ProjectFlow: Creating and Adding New Groups to Department Review

• Overview and advantages

• Requirements

• Creating New Project Groups

• Adding to Review Configuration

• Assigning Role and Permissions

• Adding at Project Level vs. Project Template Level

Measuring and Taking Off

• Overview and Advantages

• Measuring and Counting

• Using Viewer Search to for Counting

• Calibration and Scales

• Measurement Systems

• Take-off (Categories, Editing, Export)

Email Templates

• How are email messages generated from email templates

• Where are the default email templates

• How to edit email templates

• How to create new custom email templates

• What permissions are required

• How to assign the path to custom email templates in the project template

ProjectDox Search Features: Hidden Treasures

• Overview

• Search Tool: File Search, Address/Location Search

• Searching in Markups and Changemarks

• Searching for Users

• Searching for ProjectFlow Tasks

• Searching in Reports

• Searching in Help

• Grid Filters

Your ProjectDox Questions Answered

• The presenters will choose from the top submitted questions and answer as many as time permits

• There will be a balance of topics for reviewers, coordinators/admins and others

Project Life-cycle Management

• Overview

• Definition and differences between Project Archive and Export

• Tools for project life-cycle management

• Best practices for retention and cleanup

• Demonstration

ProjectDox: What I'm Glad I Know Now

• This webinar will focus on lessons learned while using ProjectDox.

• The presentation will include great tips - not only from Avolve staff, but also selected submissions from you, the users.

• There will be a balance of topics for reviewers, coordinators/admins and others.