Agenda

Welcome & Overview

• Introductions
• Goals of Today's Training
• Discuss Proposed PowerBase Workflow for Tenant Organizing for Right to Counsel Campaign's Outputs & Outcomes
• Logging in to PowerBase

Entering Tenant Buildings & Tenant Contacts

• How to create an individual contact
• Entering Tenant Buildings as Organizational Contacts
  • Tenant Buildings List
• Entering Tenant Contacts
  • Tenant Contacts List

Searches & Groups

• Searching for your folks
  • How to do basic searches
• Practice Searches
  • Exercise

Campaigns

• How to use Campaigns
  • What is a campaign?
  • Creating a campaign
  • Examples of how to use campaigns for your work

Working with Events

• When do you want to use Events?
• Creating online and offline events
  • How to create an event
• Collecting registrations & attendance online
  • Online event registration
• Manually collecting attendance / sign-in sheets
  • Manual event registration
• Searching who has attended events
  • Keeping track of event participants

Handling Housing Complaints

• Creating Activities to track Housing Complaints
  • How to create an activity
• Searching Activities

Group Discussion

• Does this workflow work for your Right to Counsel organizing work?
• What works well? What is still needed?