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.

An intermediate/advanced tutorial on Word 2008 for Macs. We covered these topics:

  • Templates (custom and built-in)
  • Customizing menus and toolbars in MS Word
  • Using keyboard shortcuts
  • Creating, saving and reusing styles
  • Creating a table of contents from styles
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File attachments:

An intermediate/advanced tutorial on Word 2007 for Windows. We covered these topics:

  • Templates (custom and built-in)
  • Customizing menus and toolbars in MS Word
  • Using keyboard shortcuts
  • Creating, saving and reusing styles
  • Collaborating and tracking changes
  • Sections
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File attachments:

An intermediate/advanced tutorial on Excel 2007 for Windows. We covered these topics:

  • Filtering & Sorting
  • Understanding Clean Data
  • String Parsing
  • Formulas

The session begins 2:00 minutes into the recording.

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This session focuses on the workaround to do batch updating of event participants' information using profiles. We will be working on the PowerBase solution during the development of Phase II.

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Here's the recording for Day 4 on:

  • working with the email salutation field and token for email message templates
  • Understanding Profiles
  • Creating Profiles for Search views [to be revisited on Day 5]
  • Creating Profiles for Batch updates
  • Creating Profiles for use with online Event Registration
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Here's the recording for Day 3 on:

  • Configuring your email
  • Sending direct email to an individual or group of contacts
  • Sending mass email using message templates
  • working with tokens in an email message template
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Here's the recording for Day 2 training on:

  • Searches
  • Smart groups vs. static groups
  • Exporting contacts
  • Creating Events
  • Creating Activities
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Below is the recording for the first PowerBase Pilot Project training on:

  • Administrator Tasks: creating new user accounts, permissions and roles, creating contact records for staff in PowerBase
  • Configuring PowerBase with custom data
  • Relationships between Individuals and Organizations
  • how to handle householding
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Here are the training materials we used for our 1st PowerBase training for the pilot groups on September, 14, 2009 in San Francisco at the Mitchell Kapor Foundation.

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