How often do you go to the Catalog tab and search for the same files or documents that you searched for last week? If you are working cross-projects and searching for the same info time and time again, it’s time to get organized and create your own additional pre-filtered Catalog dashboard.
In this webinar, we'll discuss:
- Creating an additional Catalog Dashboard
- Always Display – or allow users to open it when they need it
- Decide who has access to this new Catalog Dashboard
- Configure columns for displayed info
- Examples
- Training Material
- Customer Bids
- Accounting docs – Pay Requests to be approved