MProLite - PowerPoint PPT Presentation

Title: MProLite


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MProLite

• Mastering the Program in 90 minutes or less

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15 Minute Overview (2 of 2)
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15 Minute Overview (1 of 2)
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Mastering the Ribbon Controls

- Refreshes database with web server to retrieve
latest information
- When highlighted, hides all records with a
status of Done from display
- When highlighted, displays records for which
selected user is Lead ( after name)
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Mastering the Ribbon Controls
User/Group Selection Window All Users select to
view records assigned to all users User Name
select to view all records assigned to a selected
user Bus Group select to view records assigned
to all members of that business
Show Details Opens and displays record details
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Mastering the Ribbon Controls

Add A Record Adds new record to the outline
just below the record currently highlighted
First, select which type of record to create
(Heading, Goal/Project, Action Step, or Task)
Next, add details, assign users, start and due
dates, status Click save to add record to outline
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Mastering the Ribbon Controls

Progress Updates Answers the who, what when
questions of the reader. Progress updates save
time and support collaboration coordination
2 methods of Displaying Progress Updates

• Click the purple arrow icon left of the record
• Open the record details (double click or click
  Show Details) and select Progress updates tab

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Mastering the Ribbon Controls

Progress Updates

• 2 methods of Adding Progress Updates
• Highlight the record and click the ribbon control
  to add new progress update, or
• Open the record details,
• select Progress Updates tab
• and click ribbon control

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Mastering the Ribbon Controls

Progress Updates
Best Methods for writing Progress
Updates Writing progress updates in a Summary,
Issues, Next Steps format captures critical
information for improved collaboration.
Summarize, briefly whats happened, key in any
issues encountered and the next steps moving
forward. All progress updates are time stamped
and listed in order by date of entry, making the
task of reviewing existing updates and commentary
much more convenient
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Mastering the Ribbon Controls
Select the record that represents The activities
you wish to post a time card against and Click
the Timecard in the ribbon control, or just
click the Timecard icon without selecting any
records. A prompt of how to proceed displays.
Adding a Timecard
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Mastering the Ribbon Controls
Next, simply enter the time card entries of hours
and comments on the same row as the task to which
they apply.
Adding a Timecard
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Mastering the Ribbon Controls

• By clicking the green check icon left of the
  record
• Open the record details (double click or click
  Show Details) and select the Todos tab
• Click the Todays Plan icon to see Todos in the
  calendar or in a list view

Todos 3 methods of Displaying
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Mastering the Ribbon Controls

• 2 methods of Adding Todos
• Highlight the record and click the ribbon control
  to add new Todo, or,
• Open the record details,
• select Todos and click
• ribbon control

Todos
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Mastering the Ribbon Controls

1. By clicking the white paper icon left of the
   record
2. Open the record details (double click or click
   Show Details) and select the Documents tab

Documents Attach critical information to
goals/projects
2 methods of Displaying Documents
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Mastering the Ribbon Controls

1. Highlight the record and click the ribbon control
   to add new document, or
2. Open the record details, select Documents Tab
   choose one of the following

Adding a Document
2 methods of Adding Documents
Click this icon to attach a document
Click this icon to attach a web link
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Mastering the Ribbon Controls

1. Open the record details (double click or click
   Show Details) and select the Events tab

Events Keep track of upcoming
events/appointments
Displaying Events
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Mastering the Ribbon Controls

• Events keep track of upcoming events or
  appointments
• 2 Methods of Adding Events
• Highlight the record and click the ribbon control
  to add new Event, or,
• Open the record details, select Todos and click
  ribbon control

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Mastering the Ribbon Controls

• Tools
• Cut, Copy Paste
• Promote moves selected record up or to the
  left in outline
• Demote indents selected record down under
  record above
• Delete deletes records
• Expand Expands the outline tree currently
  highlighted
• Expand All Expands all outline trees
• Collapse All Collapses all outline trees
• Find search for records by text or context

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Mastering the Ribbon Controls

• Email email selected records, progress updates,
  todos, and events to others directly from the
  program
• To send email out use one of the following
  options
• In the grid view, select any
• record or combination of records
• and use the ribbon control email
• button to send those records by
• email
• 2. In order to enable automatic
• emailing out from MProLite, check
• the desired options in the ribbon
• Notifications link

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Mastering the Ribbon Controls

Print Displays report option choices To create
or print a report, click on the Print button in
ribbon control area. Select from the available
options to include in your report. The report
will automatically include the columns displayed
in the view you are using when you click the
Print button. If you do not wish to include all
these columns, or you wish to include
additional columns, Use the Config. button to
select which columns you need in the Report.
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Mastering the Ribbon Controls

Utilities Todays Plan Adds selected record
to Todays Plan for prioritization Notification
Automatic Email notification options Favorite
s Adds Records to Favorites List for easy
recall (go-to)