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

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