Managing the Subdivisions Tab

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Managing the Subdivisions Tab

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The Subdivisions Tab can house unlimited number of subdivisions. A combination of letters, numbers and special characters can be used to name a  Subdivision.

 

Create a Subdivision

 

1.Select the Subdivisions tab.
2.Click the New Subdivision button.
3.Select the Division from the dropdown.
4.Enter Subdivision name.
5.Notes and Logo are optional.
6.Click Create.

 

 

Create a Project

 

1. Create a Subdivision. (After creating a Subdivision, the "New Project" button will be available.)

2. Click the New Project button.

3. Select the Division and Subdivision from the dropdown

4. Enter Project name.

5. Select the Folder template.

6. Notes are optional.

7. Click Create.

 

 

Search

 

There are multiple ways of searching a Subdivision:

Enter a subdivision name and click Search.
Choose a Division from the drop down and click Display.
Choose from the alphanumeric filters.
Combination of the 1st three searches can be done to even narrow down the results.

 

 

Edit

 

1.Click the Details button across the Subdivision name.
2.Select Edit.

3. Change the current name of the Subdivision.

4. Then click Save.

 

 

Delete

 

1. Click the Details button.

2. Click Delete.

3. Confirm by clicking OK.

 

 

Add to Default Team

 

1.Click the Details button across the Subdivision name.
2.Select Edit.
3.On the far right, select from the first dropdown (Role).
4.Select from the second dropdown (User).
5.Click Add.
6.Click Save.