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1 How to Create A To-Do List in StudioCloud

Overview This tutorial will show you the various ways you can create a to do list in StudioCloud How to Create a To-Do List Open and login to StudioCloud Go to the Clients component Click on the Clients tab Click either the Clients or Prospective Clients…

2 How to Create/Edit A Pipeline

Overview This tutorial explains how to create and edit a pipeline. Table Of Contents What is a Pipeline Different Types of Pipelines How to Enable a Type of Pipeline How to Create/Edit a Pipeline How to Add Pipeline Stages To a Pipeline Pipeline Setup Options…

3 How To Export Projects to CSV

Overview This tutorial explains how to export out selected projects as well as all of their tasks to csv. Table of Contents How to Export Selected Projects and the Tasks Associated with those Projects To CSV How to Export Selected Projects To CSV How to Export…

4 How to Import Project/Order Information from CSV

Overview This tutorial explains how to import projects/orders into StudioCloud How to Import Projects/Orders from CSV Open and login to StudioCloud Go to the Project component Click on the Projects/Orders tab Click the Import Options menu option followed…

5 How to Use CloudAlerts For Project and Task Deadline Reminders

Overview This tutorial explains how to setup CloudAlert Emails and Text Messages to be sent out based on a project or task deadline How to Open a New CloudAlert Email Window Click on the Cloud Services component Click on the CloudAlerts tab Click on the Manage…

6 How to Use the Individual Pipeline View

Overview This tutorial explains how to access, use, and export pipelines and the resources associated with them. What is a Pipeline View A pipeline view is a way to view the resources associated with a pipeline in a column format. Each column header in a…

7 Overview of Projects

Overview This overview provides a breakdown of what a project is and how to use it. What is a Project A project can be created for a client, session/event/appointment, invoice or by itself. A project is used to group tasks together. Should you use a Pipeline…