Trainings

Please find below a list of many of the trainings that the Progressive Technology Project has conducted over the years. Each training contains links to materials used in the trainings.

See below for 40 practice CSV contact import spread sheets. Please choose the sheet based on the number in your training user name.

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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

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Materials

Materials will not be printed for you at the training. If you want a paper copy, please download and print before you come.

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This PowerBase online workshop was conducted on Monday, February 12, 2018.

Have you been wanting to creating email templates that look smashingly wonderful on smartphones in PowerBase?

Well, a new extension in PowerBase uses Mosaico which can help you create email templates easily. And you can still use the traditional PowerBase / CiviCRM Mailing feature and still have access to your existing templates. We'll show you how!

Here's documentation on how to use the Mosaico feature in PowerBase.

The following are training agenda items for PowerBase Administrators. The agenda items here are suggested topics and are covered based on the relevance and priority to the work of the organization.

PowerBase Administrator Training Agenda Items for Organizations

Adding New User Accounts, Roles, Permissions • Custom permissions and Roles

Review Data

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Materials

Materials will not be printed for you at the training. If you want a paper copy, please download and print before you come.

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The following describes the Training Agenda for focusing on PowerBase features, activities, and workflows that will be covered in the PowerBase Initial Organizational Trainings. These items may be covered in more than one training depending on the work priorities and relevance of the topic for the organization’s training.. (a pdf version of this page is available below)

PowerBase Initial Organizational Training Agenda

How to Request Support and Find Resources

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