ToC

Table of Contents

ShareDo Introductory Overview - October 2024

16 October 2024

In this ShareDo Overview session, James demonstrates the basic usage of ShareDo from both a user and configurator's perspective.

Chapters

00:00 Introduction
00:23 Agenda
01:58 ShareDo today
02:29 Let's dive into ShareDo
02:50 What users see
- User profile
- Blades
- Aspects
- Nav bars 
- Teams
- User account
- Persona
08:11 Top menu bars
- Notifications
- Time recording
10:45 Help / Knowledge Base
15:41 My Cases
- Admin
- Launchpad
- Search
- Home icon
19:05 Team Portfolio / Introduction to Instructions
21:55 Create a new Instruction
- Participants
- Phase guards
- Action Plans
- Comments
- Documents
28:15 Team Matters - example matter
- Matter Portal
- Matter Dashboard
- Key Facts
- Widgets
37:50 Worklists
39:27 Working with your Tasks
- Generate document
- Send it by email
- Chronology
- Documents and Bundles
55:52 Modeller
- Work Types
01:00:29 Portal Designer
01:10:13 Workflows
End