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Please, spend the time off to train and test the system and the topics we have reviewed, so you can come up with questions and requests we can target specifically.
Configuration checklist
Security preferences
Enable 2FA?
Enable file download/delivery?
Resources:
From: Manager > Rolodex tables > Resources > Copy
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Switch on the configuration on the task level.
From: Administrator > Tables > Task types page > Magnifying glass
Set the system configuration switch to ON
From: Administrator > Web administrator > Configuration > Emails
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Previous task, Link date to, Lead days, Inform next task, Toolkit settings, Toolkit tool, Prod task & Upload defaults.
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Toolkit
Set allowed File types for Toolkit
Set export configuration of the project/s from Toolkit into the Order in OOONA Manager
General
Deactivate/delete un-necessary workflow templates, Products, Resources from training, Customers
Delete orders from training
Email templates
Customize common notifications, if necessary
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