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Knowledge base
Resourcing (1)
Resource Planner (11)
Resource Planner Overview
Resource Planner Filter Settings
Resource Planner Views
View all 11
Dashboard Management (1)
Dashboard (5)
Dashboard Navigation
Dashboard Widgets
Creating a New Dashboard
View all 5
Project Management (4)
Projects/Briefs (14)
Getting Started: Creating a Project/Brief
Project Overview
Updating a Project or Brief
View all 14
Project Estimates (3)
Resource Estimates Settings
Adding Estimates to a Brief
Resource Estimates Overview
Task Management (8)
Adding Tasks to a Project
Completing Task Details
Task Dependencies
View all 8
Project Modules (8)
Project Modules
Info Module
Forms Module
View all 8
Admin Tools (7)
Security Manager (2)
Password Setup Options
Permissions: Organization Manager (Super Groups)
Templates (5)
Templates
Template Modules
Creating Project Phases in Screendragon Templates
View all 5
Estimate Manager (1)
Creating OOP Categories in Fixed Estimates
Administrator Tools Overview (9)
Administrator Tools Overview
Alert Manager
Application Manager
View all 9
Form Builder (10)
Form Builder Overview
Creating a New Form
Cloning a Workflow Form
View all 10
Workflows (11)
What is a Workflow?
Completing an Action in a Workflow
Workflow Actions Panel
View all 11
View Form Config (5)
Form View Configuration Overview
Identifying the Form View Configuration Used on the Front End
Troubleshooting: View Not Appearing as Expected
View all 5
Files (1)
Files (12)
Files Overview
Using Workboxes in Screendragon
Creating a New Workbox
View all 12
Library (1)
Library Structure (7)
Library Application – Features Overview
Adding Files and Links to the Library
Library File Actions
View all 7
Reports (3)
Reporting (3)
Reporting Overview
My Reports
My Queued Reports
Export Reports (5)
Using Export Reports
Creating Export Reports
Filtering and Sorting in the Export Builder
View all 5
Report Builder (6)
Report Builder: Step 1
Report Builder Step 2
Report Builder Step 3
View all 6
Overview (1)
Quick Start Guide (1)
Getting Started with Screendragon: System Overview
People (1)
Users (1)
People or Teams
Videos (1)
Videos (26)
Video: Submitting a Timesheet
Video: Approving a Timesheet
Video: Adding Estimates to a Project
View all 26
(DAM) Document Asset Management (1)
Digital Asset Management (DAM) (1)
Digital Asset Management (DAM) Overview