Knowledge Hub
Site Design
Verto Essentials
The Basics
How to use Verto 365 (Free/Standard Version)
Features
Gantt Chart
Kanban Boards
Notifications
Tailoring Stage and Project Tables
VertoSense & Network Maps
Change History
Comments
Other Useful Features
Dashboards
Introduction to Dashboards
Managing Dashboard Widgets
Reporting
Reports
Subscriptions
Tags
Hierarchies
Build Your Own Reports
Approvals & Workflows
Approvals
Workflows (For administrators)
Site Design
Stages and Governance Reports
Site Copy
Notifications
Permissions
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Knowledge Hub
Site Design
Verto Essentials
The Basics
How to use Verto 365 (Free/Standard Version)
Features
Gantt Chart
Kanban Boards
Notifications
Tailoring Stage and Project Tables
VertoSense & Network Maps
Change History
Comments
Other Useful Features
Dashboards
Introduction to Dashboards
Managing Dashboard Widgets
Reporting
Reports
Subscriptions
Tags
Hierarchies
Build Your Own Reports
Approvals & Workflows
Approvals
Workflows (For administrators)
Site Design
Stages and Governance Reports
Site Copy
Notifications
Permissions
Site Design
Learn how to make changes to your site, set up system wide settings and manage permissions. [For System Administrators]
Stages and Governance Reports
What is a stage?
What is a governance report?
How to create a governance report
How to attach a governance report to a stage
How to create a navigation section
How to add fields to a navigation section
How to find the right field
How to edit a field
How to add one-to-many fields
How to populate a dropdown table (lookup)
How to add help
How to copy a stage
How to copy a governance report
How to export the site build into a spreadsheet
See more
Site Copy
How to schedule a site copy
Notifications
What is a notification?
How to activate a site wide notification
How to edit the notification message wording
Permissions
What are permissions?
How to set up and manage user accounts
How to create group permissions
How to assign permissions to project roles
