Pelotonics Documentation

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Administrative Rights

Appointments

Avatars

Calendars

Companies

Contacts

Cookies

.csv Files

Dashboard

Email Message

Error Messages

Evernote

Global Settings

iCalendar

Images

Messages

Milestones

PeloCasts

Print Options

Projects

Project Settings

Reports

Tasks

Tab Pages

Tabs

Templates

Third-Party Cookies

To-Do Lists

Track Time

vCards

View Activity

 

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Administrative Rights

• What are Admin Rights?
• What are the different permission levels?
• Why don't my Company Contacts have an option for Admin Rights?
• Who can grant Admin Rights to a Contact?
• How do I grant Admin Rights?

• How do I change Team Member Tab Access?

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Appointments

• How do I create an Appointment on the Global Calendar?

• How do I create an Appointment on the Project Calendar?

• How do I delete an Appointment?

• How do I edit an Appointment?

• What if my Appointment repeats for a period of time?

• How do I view the Appointments for all Projects?

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Calendars

     About Calendars:

• What Calendars are available in Pelotonics?

• Where do I find the Calendars?

• Do I use the Global Calendar or the Project Calendar?

     Calendar Options:

     Filters

• How do I use the Calendar Filters?

• How do I select the Agenda view for my Calendar?

     Appointments

• How do I create an Appointment on the Global Calendar?

• How do I create an Appointment on the Project Calendar?

• How do I delete an Appointment?

• How do I edit an Appointment?

• What if my Appointment repeats for a period of time?

• How do I view the Appointments for all Projects?

     View Details

• How can I view details for a Calendar item?

     Sharing Calendars

• How do I share my Pelotonics Calendars with other applications?

     Print Calendar

• How do I print the Calendar?

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Companies

• How do I add a new Company to my site?
• How do I add an image for the Company logo?
• How do I add Contacts to a Company?
• Can I move a Contact to a different company?
• Why would I have more than one Company on my site?
• How do I associate a Company with a project?
• Can a Company work on more than one Project?

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Contacts

• How do I create a new Contact?
• How do I find my Contacts?
• How do I edit Contact information?
• How do I add a photo to my Contact information?
• Do I have to manually enter all my Contacts?
• Can I import my Contacts?
• When should I add Contacts to a Project?
• Where are all my Contacts?
• How do I assign a Contact to a Project?
• How do I add Contacts to a Company?
• How do I move a Contact to another Company?
• What if my Contact is allergic to peanuts?
• Who can grant Administrative Rights to a Contact?
• How do I grant Administrative Rights to a Contact?

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Cookies

• How do I manage third-party cookies for my Pelotonics site?
  • Third-party cookies for Evernote Authorization in Pelotonics
  • Manage cookies with Google Chrome
  • Manage cookies with Firefox
  • Manage cookies with Internet Explorer
  • Manage cookies with Safari

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Dashboard

• What is the Dashboard?

• Quick Links

• Global Calendar

• Late Deliverables

• Latest Project Activity

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Email Messages

• How do I reply to an email sent from a Project?

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Error Messages

• Why do I get an error when I try to import vCards?
• Why do I get a message about third-party cookies when I try to authorize Evernote?

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Evernote

• Where is my Evernote Tab?
• I upgraded my Evernote account and now I can't connect to Evernote through Pelotonics.
• I keep getting a message about third-party cookies when I try to authorize Evernote.

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Global Settings

• What settings can I change for my site?
  • Overview of the Global Settings available for your site
• How do I change the color scheme for my Pelotonics Site?
  • Customize the look of your Pelotonics Site
• What if I'm getting too many system emails? New
  • Change your System Preferences
• Where do I create Templates for Messages and To-Do Lists?
  • Creating and Using System Templates
• I want to change the names for the Default Folders.
  • Change Default Message and File Folders
• How can I change the names of the Project Stages?
  • Assign Project Stages
• I would like to set up a list of Time Tracking Actions for my Team Members to use.
  • List the Time Tracking Actions you want to manage
• Can I change the URL for my site?
  • Change your Site URL
• I want to store the files on my own site, can I do that?
  • Change your File Storage Configuration
• What is SSL and how do I manage my SSL settings?
  • Manage your SSL (up to 128-bit) encryption

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iCalendar

• How do I use iCalendar to share my Pelotonics Calendars with other applications?

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Images and Avatars

• What are the image specifications for a Contact photo or avatar?
• What are the image specifications for a Company Logo?
• How do I add an image to my Contact information?
• How do I add an image for the Company logo?

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Messages

• What is the Messages Section?
• How do I create a Message?
• How do I delete a Message?
• How do I print a Message?

• Where are the responses to my Message?

• What is a Private Message?

• How can I organize my Messages?

• How do I email Messages?

• How do I attach a file or image to a Message?

• How do I delete a file or image attached to a Message?
• How does a recipient reply to a Project message?

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Milestones

• What is a Milestone?
• Who can create a Milestone?
• How do I create a Milestone?
• How do I assign a Milestone?
• How do I view the Milestones for all Projects?

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PeloCasts

• What is a PeloCast?
• What PeloCasts are available for viewing?

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Print Options

• What are my print options on the Pelotonics system?
• Printing and Pop-up Windows
• Printing Calendars
• Printing Messages
• Printing Task Reports
• Printing To-Do Lists

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Projects

• What is a project?
• How do I create a new project?
• When do I add contacts to my project?
• How do I assign contacts to a project?
• Where are all my contacts?
• Can a Company work on more than one Project?

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Project Settings

• How do I access the Project Settings?
• Admin Page
• Project Summary Page
• What settings can I change for my Project?
• Change the Project Name
• Create a Summary Page Announcement
• Select the Start Page for the Project
• Assign a Primary Company for the Project
• Archive a Project
• Delete a Project
• Saving the Project Level Settings

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Reports

• What type of Reports are available?

• Time Tracking Report

• Task Report

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Tab Pages

     What is available on the Tab Pages?

• What is the Dashboard?
• Projects Page
• Account Page
• Evernote Page
• Admin Page
• Reports Page
• Global Contacts Page

     How do I find the Project Tabs?

• Project Summary Page
• Messages Page
• Milestones Page
• Tasks Page
• Calendar Page
• Project Files Page
• Project Contacts Page

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Tabs

     Where do I locate the Tabs I want?

     Dashboard Tabs:

• Dashboard Tab
• Projects Tab
• Account Tab 
• Evernote Tab 
• Admin Tab 
• Reports Tab
• Global Contacts Tab

     Project Tabs:

• Summary Tab
• Messages Tab 
• Milestones Tab
• Tasks Tab
• Calendar Tab
• Files Tab
• Contacts Tab

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Tasks and To-Do Lists

     To-Do Lists:

• Why is To-Do Lists the title of my Tasks page?
• How do I create a To-Do List?
• How do I create a To-Do List Template?
• How do I use a To-Do List Template?
• How do I edit a To-Do List?
• How do I print a To-Do List?
• How do I prioritize my To-Do Lists?
• I want to view only one To-Do List.
• What is a private To-Do List?

     Tasks:

• How do I create a Task for a To-Do List?
• How do I edit a Task?
• Do I need to assign a Due Date or a Responsible Person to a Task?
• How can I view all Tasks assigned to a Team Member?
• How do I view the Tasks for all Projects?
• How can I view completed Tasks?
• How can I make a Task active that I marked as complete?
• How can I reorder my Tasks?
• How will Team Members know when a Task is assigned?
• How will I know when a Team Member has completed a Task?

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Templates

     About Templates:

• What Templates are available for my use in Pelotonics?

• Who can create Templates?

• Where do I go to create Templates?

• Where do I use Templates?

     Message Templates:

• How do I create a Message Template?

• How do I edit a Message Template?

• How do I delete a Message Template?

• How do I use a Message Template?

     To-Do List Templates:

• How do I create a To-Do List Template?

• How do I edit a To-Do List Template?

• How do I delete a To-Do List Template?

• How do I use a To-Do List Template?

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Track Time

• How do I use the Track Time feature?
• Customize Time Tracking Actions
• Recording Time
• Time Tracking Reports

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vCards and .csv Files

• How do I use a vCard or CSV file to create a new Contact?
• Why do I get an error when I try to import my contacts?

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View Activity

• How do I view the Milestones for all Projects?
• How do I view the Tasks for all Projects?

• How do I view the Appointments for all Projects?

• How do I view the current activity for a Project?

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