For Administrators Only
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Workspace Types & Custom Fields (13:39) Configuring your “Workspace Types” in Daptiv and their related custom fields. |
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Import Projects (9:19) Bulk-importing a list of new projects into Daptiv. |
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Manage Custom Views for Users (11:04) Creating and distributing custom views for users in the enterprise. |
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Roles & Permissions (15:34) This short video explains how to configure and use the roles which control users’ access in Daptiv. |
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Create and Manage Users and External Resources (11:33) The difference between a “user” and an “external resource” and how to configure both. |
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Configure Timesheet Approval Policies (13:02) Timesheet approval routing for Supervisors and Project Managers. |
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Hiding Fields (4:55) This video demonstrates how to hide native fields (example: "Budget") from workspace profiles. |
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Calculation Fields (13:18) This video demonstrates an example of how to create a custom calculation field. |
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Cross Reference Fields (10:57) This video demonstrates an example of how to create a custom cross reference field. |