ManagePro Learning Center

Table of Contents

  1.  ManagePro Product Overview
  2.  MProLite Product Overview
  3.  Topical-based "How to" documents
  4.  Topical-based "How to" videos
  5.  Navigating ManagePro
  6.  Working with ManagePro Print Options
  7.  Working with the ManagePro Right Click Menu Options
  8.  Working with ManagePro Email Options
  9.  Working with ManagePro Customization Features
 10. Installation Guides and Technical Requirements
 11. ReviewWriter

 

 

1.  ManagePro Product Overview

2.  MProLite Product Overview

3.  Topical-based Training Documents

 

4.  Topical-based "How to" tutorial Videos (each video is 5-10 minutes in length

  1. Covey Video Series
  2. Getting Things Done Series
  3. A Quick Overview of the Sample Database; An over-view of what to check out in the ManagePro sample database to give you a quick feel for common solutions created in the program.

  4. Adding Documents in ManagePro; An over-view of the basic steps required to attach documents in ManagePro.

  5. Adding Events in ManagePro; An over-view of the basic steps required to add events in ManagePro.

  6. Adding Progress Updates in ManagePro; An over-view of the basic steps required to add progress notes in ManagePro.

  7. Adding Records in ManagePro; A over-view of how to add records in ManagePro to enable you to build work plans, set goals and track progress updates and action items.

  8. Adding and Working with Todos in ManagePro; ManagePro offers multiple tools to make managing todos and tasks easier, here's a quick overview of the basics.

  9. Creating a New Database in ManagePro; An over-view of the basic steps required to create and populate a new database to match up to your business.

  10. How to Create Projects in ManagePro; An over-view of the basic steps to lay out a project in ManagePro.

  11. How to Know Who’s Assigned to What in ManagePro; An over-view of how to know who is assigned to goals and projects and how to view their calendar, todos lists and progress updates.

  12. Navigating in ManagePro; A quick set of tips on how to navigate around and within ManagePro's multiple views or windows.

  13. Outlook Integration in ManagePro; An over-view of MS Outlook integration features in ManagePro, including dragging and dropping email from Outlook into ManagePro and assigning as a progress update, todo or event.

  14. The Ribbon Menu in ManagePro; A quick over-view to help you understand the Ribbon Control menu and what each option or link provides.

  15. The Timeline View in ManagePro; An over-view of the Timeline or Gantt chart view in ManagePro and how to work with-in it.

  16. Using ManagePro to Make Meetings more Efficient; An over-view of creating a meeting agenda, reviewing progress updates and action items, and creating meeting minutes.

  17. Using ManagePro as a Collaboration Tool; An over-view of some basic collaboration tools built into ManagePro.


5. Navigating ManagePro - A series of tutorials addressing how to navigate within ManagePro and use its various screens and fields. 

  1. Part 1: Navigating the ManagePro Workspace; Describes the four pane windows GAPR Views, Goal Related Data and Details, Calendar and Daily Planner, User Data/List Views all of which comprise the ManagePro workspace, and how to navigate within them. 
  2. Part 2: Configuring the ManagePro Window Layout; Describes and illustrates how to configure the ManagePro Window layout in a way that suits your preferences for ease of use and manageability i.e., Pinning and Unpinning, restoring, docking and undocking, resizing, tabbing, minimizing and maximizing, opening and closing, and reset window layout.
  3. Part 3: General Window Navigation Addresses how to work with horizontal and vertical scroll bars, navigating to and from sub-views, In-place editing (e.g. directly editing in the Outline View), navigating the Who dialog which is necessary to create new and modify existing people assigned to records, navigating in the start and due dates, promote and demoting, expanding and collapsing records. All of which are designed to help you effectively work with your data.
  4. Part 4: Window Specific Navigation Addresses sizing windows, describes the Calendar right-click menu options, navigation controls and how to navigate in the Calendar View. Also, working with the User Filter which determines if items created by other users are visible in your Calendar, how to push items to your calendar (show in calendar), and associate related goals to Todos and Events directly in your Calendar View.
  5. Part 5: View Specific Navigation; Addresses the Timeline and Scorecard Views , how to navigate in the Main Workspace MAP, Timeline, (navigating and working in the Gantt Chart) to create dependencies between goals, modify the timelines that display in the Gantt Chart by using the Zoom in and Out features, and Scorecard views. Although navigation through these views are similar to the Outline View, this tutorial addresses specific navigation considered unique to these views.
  6. Part 6: View Specific Navigation Continued; Addresses the Analytic Dashboard View and how to navigate, and how to get started with the right-click menu options  
  7. Part 7: Navigating the Watchlist; Addresses How to Navigate, view rules and goal details, edit rules, and Configure the Watchlist in your Workspace
  8. Part 8: Navigating the Ribbon Control; Addresses how to access Quick Actions from the Ribbon Control, an in-depth discussion about how to use the various controls, and how to configure the Quick Access toolbar  which allows you to add Frequently Used controls to the toolbar and locate them above or below the Ribbon Control.
  9. Part 9: Navigating to the Synchronization Preferences; Describes the synchronization preferences ManagePro supports and how to set-up and validate your MproLink, (data synchronization) and MS Outlook which is necessary prior to using these features. 

6. Working With ManagePro Print Options

  1. Part 1: Print Options and how to access them; Addresses the three types of print options, differences between them and how to access the ManagePro Print Options
  2. Part 2: How to Run a Quick Report; Addresses working with Quick Report Print Options, Configuring Layout, Including Related Data Options, Print Preview and Exporting Reports
  3. Part 3: Working with the Print Outline Option; Addresses how to run the Print Outline option to show a selected group of records as they appear in the hierarchy including the icons that identify each of the goal types in the Outline or Timeline views. How to configure your view for output, navigating in the Print Preview.
  4. Part 4: About ManagePro Custom Reports; Addresses how to access and run custom reports, how to get help configuring your own custom reports and how to request Performance Solutions Technologies (PST) configure custom reports for you.

7.  Working With ManagePro Right-Click Menu Options - A Series of Tutorials illustrating how to access right-click menu options from the Main Workspace Outline View, and the menu differences based on which view you are working in.

  1. Part 1: Addresses Refresh, Reset Sort Order, Find and Search, Add, and Import from MS Outlook Email right-click menu options found in the Main Workspace Outline View.
  2. Part 2: Addresses Importing records directly into ManagePro (Import CSV), Exporting records from ManagePro to MS Excel (Export), Delete and Undelete records in the ManagePro GAPR Outline View.
  3. Part 3: Addresses Expanding and Collapsing records, Copy and Pasting records from one location to another, and Editing Details in the ManagePro Main Workspace Outline View.
  4. Part 4: Addresses the Multi-edit right-click menu options which enable you to make changes to the ownership, (Creator), assignments (Who), goal types, set scorecard parameters (Score Configuration), and push repetitive processes into the future (Adjust Tree Dates) to a range of records at once.
  5. Part 5: Addresses the Strategic Plan options which enable you to identify goals as Strategic Plans, link initiatives and objectives to those plans, use the Strategic Highlight filter to quickly display them. We also illustrate how to work the ManagePro Timecards so that you can track hours allocated against actual hours, and show you how to push records from the Outline View directly to your calendar buy using the "show in calendar" option.
  6. Part 6: Addresses High-level Print Options and View Configuration right-click menu options.

8.  Working With ManagePro Email Options - A Series of Tutorials illustrating how to use ManagePro email options (Email Ins and Outs).

  1. Part 1: General Preferences addresses how to set-up your email default program preferences so you can begin to use the ManagePro email options.
  2. Part 2: Email In addresses how to import email from MS Outlook to ManagePro for the purpose of associating project related documents, progress updates, todo's or events. A great way to manage information and associate it directly to project specific records.
  3. Part 3: Drag and Drop addresses another method used to bring email into ManagePro from Outlook
  4. Part 4: Email Out addresses how to email ManagePro data i.e., goals, tasks, progress updates, todos, events, and documents directly from ManagePro manually using the right-click menu option or Auto-Save.  A great way to  collaborate and share information with others.
  5. Part 5: ManagePro Synchronization with MS Outlook addresses how to set-up your Outlook preferences and determine which data types you want to sync., i.e., goals, todos, and/or events. Describes and illustrates the actual synchronization between ManagePro and MS Outlook.

9.  Working with ManagePro Customization Features addresses methods used customize Views and Fields. This series includes:

  1. Part 1: View configuration which addresses how to add and remove fields on a View, Cloning existing views, Filtering views so that a range of records that meet your criteria are displayed on the view. How to access View Configuration on GAPR Views and Windows. -done, uploaded and available.
  2. Part 2: Customize fields which enables you to work with and rename user-defined fields, configure them on View and Details Windows.
  3. How to Restore a Configured ManagePro Database; Addresses how restore a copy of your ManagePro SQL database. 
  4. Working with ManagePro Preferences addresses the settings that define how features and functions behave. This tutorial walks you through most if not all of the ManagePro preferences that for example control the appearance of ManagePro, if time is displayed with goal records or not, enabling alerts so you can be notified when Events and/or Todos are due, Displaying Tips or resetting them, defining decimal places for numeric and percentage fields, enabling automatic backups to occur or changing the back-up folder, defining default progress update categories for dragged and dropped email, Hiding the time associated with Todos and Events, Email preferences to define your default email program, calendar work day preferences, along with User data preferences such as setting progress update display ranges and hiding Todo and Event "done" items.
  5. Setting Up User Visibility and Editing Rights control the abilitiy to permit or deny use of rights to see or use specific functions in ManagePro. This tutorial addresses three easy steps to set-up new users and how to grant User Visibility and Editing rights and explain the difference between them.


10.  Installation Guides & Technical FAQ  

  1. Server Requirements for Hosting ManagePro middleware - Includes requirements and configuration needs for ManagePro and MProLite users
  2. How to Set Up a PC to Share ManagePro 9 Databases with a local Workgroup
    This document describes how to configure a PC with ManagePro 9 installed to function like a server for a small work group and share its ManagePro database with other workgroup members through its firewall (no server is required in this shared db configuration).
  3. How to Set Up a Shared ManagePro Database in Work Group mode on a LAN Server
    This document addresses     how to set up ManagePro on a LAN server in “Workgroup” mode to provide access to a shared ManagePro SQL database to users operating with WorkGroup or Standard edition copies of ManagePro over a LAN environment.

    Note: Help topics are found within ManagePro by clicking the Program Button in the top left corner|Help includes step-by-step instructions to use ManagePro features and functions. http://www.managepro.com/mpro8/help/index.html

11.  ReviewWriter Tutorials

  1. Basic Review of Licensing and Ribbon Controls
  2. Creating a Basic Review
  3. How to Import Job Skills and KPIs (Key Performance Indicators)
  4. How to Import Employees
  5. Configuring 360 Reviews using MS Outlook

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ManagePro is the only management software program available that fills my need for follow-up capability, calendars, personnel goal setting and tracking, and appraisals. There just isn't anything else that will do the job. Bruce Havens,
Manager, Air Touch Cellular. more testimonials...