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Site Design [For System Administrators]
The Master Template Building Your Site Governance Permissions Notifications Project Pipeline Input Templates Sub-Projects Landing Page

Release Notes

Building Your Site

What is a stage?

What is a governance report?

Step 1: How to add or edit a navigation section

Step 2.1: How to add fields to a navigation section

Step 2.2: Selecting the right field type

Step 3.1: How to edit a field

Step 3.2: How to add help

Step 4.1: How to populate a lookup table (dropdown)

Step 4.2: Lookup types explained

How to copy a stage

How to export the site configuration into a spreadsheet

How to create a governance report template

How to copy a governance report template

How to attach a governance report template to a stage

How to create a folder structure for new projects

How to create a set of default tasks & milestones

How to configure a sizing tool (decision matrix)

How to schedule a site copy