Training Guides

Our training guides with step-by-step instructions on how to use BrightWork to manage projects and portfolios on SharePoint.

Role-Based Guides

Choose a guide that fits your project management role.

Project Manager

For Project Managers using BrightWork. Also useful for users who configure or customize the platform.
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Team Member

Learn BrightWork basics, find your work, and manage tasks and documents.
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Project Request Manager

Create a Project Request Manager template and learn the request review process.
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Senior Executive

Use BrightWork cross-project reporting to track projects across the organization.
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Configuration Guides

Advance your knowledge and use of BrightWork.

Working with Lists and Libraries

Learn how to configure lists and libraries in BrightWork to support your team’s needs.
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Project Metrics

Track key project metrics to measure progress and keep stakeholders informed.
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Configuring BrightWork Reporter

Learn how to configure the BrightWork Reporter web part for project reporting.
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Working with Report Data Sources

Learn how to work with Reporter data sources and definitions for reporting.
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Design Sync and Configuration Refresh

Learn BrightWork Design Sync and refresh your configuration skills.
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Looking for templates on Microsoft 365?

BrightWork 365 lets you plan, manage, and collaborate in Microsoft 365.