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Training
Curriculum
Overview
To help you get the most out of Qtask, we offer two basic courses that teach you the fundamental, need-to-know information so you can get up and running in no time. Each of these classes lasts for about an hour and a half.
Qtask 101
- General overview
- Logging into Qtask
- Projects
- Services
- Dashboard & Navigation
- Learn the concept of Global vs. Project
- Navigation and the Service tabs
- Use the Create Menu
- Change your User Options and Profile
- Access the Help Manual
- Interpret the Task Tickler
- Watch for your meeting and project Invites
- What's on Today's Schedule?
- Finding your Team Members
- Projects
- Create a new Project
- Invite Team Members
- Assign the team Project Roles
- Create a new Forum Topic
- Discussions
- Using the group by Project, Thread and Message views
- Post a reply to a message
- Initiate a discussion in a project, meeting, or task
Qtask 102
- Calendar
- Navigate the calendar views
- Understand the difference between Memos and Meetings
- Make a meeting
- Understand the difference between public and private events
- Change your calendar options
- Tasks
- View your tasks using the task tickler
- Simple filtering for global tasks
- Learn to create and assign tasks
- Understand task roles
- Make recurring tasks
- View task history and change task options
- Files
- Learn to download files
- Organize Project files
- Upload files to a project
- Understand file version control
- Use File details, history and comments
- Post a file link in a discussion
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