Page Comparison

Lesson 1 - What is a contact

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Start the lesson

What you’ll learn

• What can you do with a contact

• How to view the progress of a contact

How long is this class?

5 minutes

Difficulty level

Low

Lesson 2 - Bringing all the Contacts together

• Category Splits Tab

• Productivity Tab

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Start the Lesson

What you’ll learn

Category Splits Tab

• How to view the data enter by each contact in a contact form

• How to view the data in form of Bar Chart, Pie Chart and Table

• Filter out the contacts

• Download the charts/dataset

Productivity Tab

• How to view the information related to Contacts like Contacts added, New Contacts per State etc.,

• How to view the data in form of Bar Chart, Pie Chart and Table

• Filter out the contacts

• Download the charts/dataset

How long is this class?

10 minutes

Difficulty level

Low

Lesson 3- Create a contact while not signed in (using Signup Page)

• Intro

• Get a Notification

• Contact added to Waiting list

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Start the Lesson

What you’ll learn

Signup Page

• What a Signup Page is

• Where Signup Pages (Public Signup Forms) fit in your workflow

• How it works in 4 steps

Get a Notification

• How to view the notifications

• Requirements to receive notifications

Contacts added to Waiting list

• How to find contacts that match a specific criteria.

• Different types of filters

How long is this class?

10 minutes

Difficulty level

Low

Lesson 4- Create a Contact while signed in

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Start the Lesson

What you’ll learn

• 3 different places to create a contact.

• A brief summary of the process of creating a contact.

How long is this class?

3 minutes

Difficulty level

Low

Lesson 5- View Profile of a Contact

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What you’ll learn

• How to get to the contact’s profile page.

• The Key features like Add Relationships, The History Section, Tasks etc.,

• How to toggle between different contact forms

How long is this class?

3 minutes

Difficulty level

Low

Lesson 6- Move contacts between Project States

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Start the Lesson

What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low

Lesson 7- Find a Contact

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Start the Lesson

What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low

Lesson 8- How to post a story on the timeline of a contact

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Start the Lesson

What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low

Lesson 9-What is a story?

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Start the Lesson

What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low

Lesson 10- How to see a story in the newsfeed

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Start the Lesson

What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low

Lesson 11- How to create a story

Start the Lesson

What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low

Lesson 12- How to see story on a project timeline

Start the Lesson

What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low

Lesson 13- How to see cumulative progress from individual stories on the project’s Progress Panel

Start the Lesson

What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low

Lesson 14- See all the contacts in a project

Start the Lesson

What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low

Lesson 15- See all the coworkers in a project

Start the Lesson

What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low

Lesson 16- What is a Project

Start the Lesson

What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low