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Shared Features Training Checklist

Owned by Theresa Macdonald (Unlicensed)
Last updated: Sept 13, 2018 by Former user (Deleted)

The following is a list of suggested topics to cover when providing training or doing self-paced learning for shared features within Lucidity Software. Refer to the full User Guides for more information. 
 

  • Actions
    • Permissions
    • Navigation
    • Managing Actions
      • Add Actions
      • Edit Actions
      • Delete Actions
      • Reporting from the Actions Tab
    • Action Features
      • Repeating Actions
      • Action Tags
      • Linked Items in Actions
      • User Groups and Actions
      • Actions Dashboard Widgets 

  • Bulk Change

    • Navigation
    • Bulk Records
      • Bulk Update People or Records
      • Bulk Lapse or Archive People or Records
      • Bulk Delete Records
         

  • Column Configuration

    • Permissions

    • Managing Column Configuration

      • Add Columns

      • Change Order of Columns

      • Delete Columns

    • Types of Column Configuration
       

  • Dashboards

    • View Training Webinar
    • Permissions
    • Navigation
    • Create Dashboard
      • Create a Dashboard from a Template
      • Create a New Dashboard
    • Edit, Delete and Publish Dashboards
    • Widget Management
      • Edit and Configure Widgets
      • Move Widgets
      • Copy, Delete and Refresh Widgets
      • Publish Widgets
    • Dashboard Templates

  • My Emails

    • My Emails Process

      • Create Filter
      • Select Filter
      • Select Report Type
      • Select Frequency
      • Select Notifee(s)
      • Test Email

    • Edit or Delete My Emails
       

  • My Filters

    • Managing Filters

      • General Filtering

      • Save Filters

      • Apply Filters

      • Edit Saved Filters

      • Create Default Filters
      • Delete Filters
      • Filters Shortcut