Videos & Tutorials
Click on and see online videos on how work is done in Actionize.  Those of you who seek more guidance can download and print the pdf files and use them for step-by-step instruction on how to work with Actionize. Click on to view and print a pdf file.

Overview Actionize
Dashboard
	Overview Dashboard
	Using Links on Charts
	Send a Message
	Set up an Alert
Community
Contacts & Clients
	Overview Contacts & Clients
	Viewing Contacts & Clients
	Selecting Contacts & Clients
	Create a new Contact
	Import Contacts
	Turn a Contact into a Client
	Edit a Contact
	Delete a Contact
	Add a Note to a Contact
	Add a File to a Contact
Projects
	Overview Projects
	Create a new Project
	Invite Team Members
	Viewing Tasks
	All Milestones & Tasks
	Selecting Tasks
	Create a Task
	Reply to a Task
	Forward a Task
	Add a File to a Task
	Close a Task
	Add a Note to a Project
	Add a File to a Project
Documents
	Check Files for Projects and Contacts
Download all pdf files - zipped