HomePro UsersSite Design [For System Administrators]Building Your Site

    Workspace Users

    Project Users

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    Verto Essentials
    Feeds
    Dashboards
    Kanban Boards
    Gantt Chart
    Features
    Approvals
    Verto Spotlights
    Timesheets
    Resource Management
    Performance Planning
    Reporting
    Data Migration [For System Administrators]
    Site Design [For System Administrators]
    The Master Template Building Your Site Permissions Workflows Application Messages Notifications Landing Page Input Templates Sub-Projects External Forms

    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 build into a spreadsheet

    How to create a governance report

    How to copy a governance report

    How to attach a governance report to a stage

    How to configure a decision matrix (sizing tool)

    How to create a default file structure

    How to create a set of default tasks & milestones

    How to set site wide non-working days

    How to schedule a site copy

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