Agiloft University Curriculum

	Introductory	Advanced
9:00am – 10:00am	Power User: Power Up Make the most of Agiloft's time saving features with personalized left panes, table views, sophisticated saved searches, user preferences, and shortcuts to boost productivity and enhance usability.	Build to Suit: Custom EUI Learn how to add new functions and tables to your EUI, customized based on user roles, and how to add items like counters, graphical backgrounds, and other improvements to increase usability and user adoption.
10:00am – 11:00am	Automate Task Management Learn about the built-in functionality for automated task management, as it can be applied to projects, records, or other elements, increasing productivity and visibility of business processes.	Graphical Elements: Advanced Learn how Agiloft's graphical elements can boost productivity and enhance the Agiloft experience for both Power Users and End Users. Graphical elements discussed will include heat bars, diagrams, check boxes, images in table views, icons, and more.
11:00am – 12:00pm	Take Control of Roles and Permissions Get a closer look at permission structures, including permissions for Groups, Teams, and Roles, and learn how you can increase privacy and security across your organization with strict permissions and data encryption.	Drill Down on Dashboards, Charts, and Reports Learn to create Agiloft charts, reports, and dashboards with filters, numeric widgets, drill downs, and other customizations that help you monitor, quantify, and boost productivity.
1:00pm – 2:00pm	Think Outside the Docx Take a tour of Agiloft print templates from the simple to the complex and learn how to incorporate our tried-and-true methods to automate your most intricate contracts and documents.	Work Wonders with Rules Dive deeper into the capabilities of Agiloft's powerful business rules engine and learn how to use rules to achieve automation and advanced actions.
2:00pm – 3:00pm	Engage with Email and SMS Learn the basics of working with Email and SMS templates to spark your imagination and see what is possible with an overview of some unconventional solutions to communicating within the Agiloft platform.	Care for Your Database Hear our best practices on database management, including history management, record maintenance, deleting and archiving, user management, and more to improve security and auditability while ensuring longevity of your Agiloft system.
3:00pm – 4:00pm	Intro to Graphical Elements Learn how Agiloft's graphical elements can boost productivity and enhance the Agiloft experience for both Power Users and End Users. Graphical elements discussed will include heat bars, diagrams, check boxes, images in table views, icons, and more.	Secure Your Organization Attend this advanced tutorial to learn how to use 2FA, hyperlink settings, global variables, domain permissions, password field options, and more to enhance the security of your data, reduce risk, and ensure compliance with privacy and security regulations.

Introductory

Advanced

9:00am – 10:00am

Power User: Power Up

Make the most of Agiloft's time saving features with personalized left panes, table views, sophisticated saved searches, user preferences, and shortcuts to boost productivity and enhance usability.

Build to Suit: Custom EUI

Learn how to add new functions and tables to your EUI, customized based on user roles, and how to add items like counters, graphical backgrounds, and other improvements to increase usability and user adoption.

10:00am – 11:00am

Automate Task Management

Learn about the built-in functionality for automated task management, as it can be applied to projects, records, or other elements, increasing productivity and visibility of business processes.

Graphical Elements: Advanced

Learn how Agiloft's graphical elements can boost productivity and enhance the Agiloft experience for both Power Users and End Users. Graphical elements discussed will include heat bars, diagrams, check boxes, images in table views, icons, and more.

11:00am – 12:00pm

Take Control of Roles and Permissions

Get a closer look at permission structures, including permissions for Groups, Teams, and Roles, and learn how you can increase privacy and security across your organization with strict permissions and data encryption.

Drill Down on Dashboards, Charts, and Reports

Learn to create Agiloft charts, reports, and dashboards with filters, numeric widgets, drill downs, and other customizations that help you monitor, quantify, and boost productivity.

1:00pm – 2:00pm

Think Outside the Docx

Take a tour of Agiloft print templates from the simple to the complex and learn how to incorporate our tried-and-true methods to automate your most intricate contracts and documents.

Work Wonders with Rules

Dive deeper into the capabilities of Agiloft's powerful business rules engine and learn how to use rules to achieve automation and advanced actions.

2:00pm – 3:00pm

Engage with Email and SMS

Learn the basics of working with Email and SMS templates to spark your imagination and see what is possible with an overview of some unconventional solutions to communicating within the Agiloft platform.

Care for Your Database

Hear our best practices on database management, including history management, record maintenance, deleting and archiving, user management, and more to improve security and auditability while ensuring longevity of your Agiloft system.

3:00pm – 4:00pm

Intro to Graphical Elements

Secure Your Organization

Attend this advanced tutorial to learn how to use 2FA, hyperlink settings, global variables, domain permissions, password field options, and more to enhance the security of your data, reduce risk, and ensure compliance with privacy and security regulations.

Agiloft UniversityOctober 22nd

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