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1 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…

2 How to Create/Edit Saved Tasks for Products, Services, and Packages

Overview This tutorial explains how to create saved tasks for products, services, and/or packages. How to Create/Edit Saved Tasks for Products, Services, and Packages Click on the Workflow component Click on the Settings tab Click the Tasks For Ordered Items…

3 How to Create/Edit/Use a Saved Task Lists

Overview Saved Tasks are tasks designed to be used over and over again without having to reenter the task information. How to Create/Edit Saved Task List Click on the Workflow component Click on the Settings tab Click the Manage Saved Tasks List button Click…

4 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…

5 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…

6 Overview of Tasks

Overview This tutorial explains how to create and edit tasks in StudioCloud How to Create/Edit Tasks Click on the Projects component Click on the Tasks tab Click on the New Task button or edit the desired task How to Create A Task When Editing A Project Edit…