HomePro UsersSite Design [For System Administrators]

    Workspace Users

    Project Users

    Pro Users

    Getting Started
    Feeds
    Tailoring Stage and Project Tables
    Gantt Chart
    Kanban Boards
    Dashboards
    Approvals
    Reporting
    Verto Spotlights
    Timesheets
    Resource Management
    Performance Planning
    Data Migration [For System Administrators]
    Site Design [For System Administrators]
    The Master Template Building Your Site Governance Permissions Notifications Landing Page Input Templates Sub-Projects External Forms

    Release Notes

    Site Design [For System Administrators]

    The Master Template

    Learn about the master template and how it can inform your gap analysis exercise during the implementation phase.

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    Building Your Site

    Learn more about how to configure your stages and governance reports, update lookups and how to schedule a site copy.

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    Governance

    Learn about the different approval workflows available for both stages and governance reports.

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    Permissions

    Learn how to create users and manage permissions across Verto.

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    Notifications

    Learn how to activate and manage site wide notifications in Verto.

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    Landing Page

    Learn how to create a custom log in screen to deliver Verto communications, testimonials and support tools.

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    Input Templates

    Learn more about input templates and how they can streamline data-entry processes.

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    Sub-Projects

    Learn more about sub-projects and how they can be used to create work packages and workstreams.

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    External Forms

    Learn more about external forms and how they can be used to facilitate the gathering of new ideas.

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