Quick Start Tutorial

Before you start

  • Preparing Organize for this Quick Start Tutorial

The Organize User Interface

  • User Interface Overview

Managing Tasks

  • Create your first Tasks with Organize
  • Map and WBS Views in Organize:Pro
  • Set a Date for Reviewing your Task
  • Completing Tasks
  • Set Task Priority and Flag a Task

Managing Projects

  • Create your first Project with Organize
  • Adding Tasks to a Project

Managing Contexts

  • Create your first Context with Organize
  • Assigning Contexts to a Task

Manage Task Delegations with RACI (Organize:Pro only)

  • RACI explained
  • Working with RACI
  • Create RACI Assignment and Status Reports

Using AID for your Meetings (Organize:Pro only)

  • AID Explained
  • Working with AID
  • Create Meeting Minutes

Repeating Tasks

  • Make a Task Repeating
  • Working with Repeating Tasks
  • End a Repeating Task Series

Quick Add, File Attachments, Web Links and Integration with other Applications

  • Quick Add with Global Shortcut
  • File Attachments and Web Links
  • Apple Mail and Microsoft Outlook Integration