Shared Features Training Checklist

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