Scheduler | Archdesk Academy

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Archdesk Basic Trainings

Getting started with Archdesk

Intro and important information (1:24)
First log in, quick overview and navigating the system (7:33)
Updating user's information & changing your password (1:12)
Updating Company's Details (0:33)
Managing Lists | Data Tables (4:05)

Mobile App

Mobile App Presentation

PROJECTS: Project Details & Communication

How to create a project and move it through dashboards (7:52)
Managing processes (2:52)
Assigning Contacts to Projects & Creating Contacts from the shortcut (3:01)
Project Files (1:08)
How to add Notes (0:57)
To-Dos (3:53)
Project Forms (1:54)
RFIs (3:07)

PROJECTS: Project Scope & Schedule

Quote: Basics (7:21)
Quote Option 1: Within the system | Copy a quote | Edit a quote (13:57)
Quote Option 2: Single-Sheet Strategy (7:33)
Quote Option 3: Multi-Sheet Strategy (8:57)
Quote-related Purchase Orders (9:27)
Quote-related Invoices (4:55)
Payment Terms: Stages vs Valuation (13:56)
Quote Dashboards (2:16)
Project Schedule (12:08)

SCHEDULE: Global scheduling

Scheduler (4:54)
Timeline | Calendar (1:49)
Timesheet bulk upload for HR managers

Forms - configuration

How to create a form (11:24)

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Scheduler

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