Notify team members and stakeholders as you go, and keep an eye on potential risks well in advance. Watch our regular spotlight webinars covering our most exciting features across all products. The system will seek the rate in the following order: Rate against the user in the specific projectAs a user, you can manage your notifications in one of two ways: From the user profile. Please note, Microsoft does not currently support the exporting or printing of data via a Teams App. Take control over your work or project by: Creating workflows using Kanban boards to minimise email updates. A single hub. Verto 365’s Kanban boards offer a completely agile and configurable way of monitoring any activity, meeting or project. Verto 365 is the key to providing the opportunity for both. Performance Planning. vertocloud. Once SSO has been enabled for your site, users will also be able to login via the Verto 365 Teams App. This tab will automatically list your recently visited areas. Operating Status Active. Start your Free. * Enterprise Single Sign-On - Microsoft Entra ID supports rich enterprise-class single sign-on with Verto 365 out of the box. Project file area – this file area is. We'll help you maximise. Kanban Boards. Risk management can help you: Manage a visual risk matrix tailored to you. Work Package, Workstream. Start your Free. They are dedicated areas within Microsoft Teams for you to group Kanban Boards into related categories. Sign up to access your site instantly and start collaborating on work from the place you’re already communicating from. We have now launched Workspaces, a free version of Verto 365 for use within Microsoft Teams, to help you. Verto 365 Spotlight Dashboards Spotlight Kanban Boards Spotlight Feeds Spotlight Workspaces Spotlight The Knowledge Hub Spotlight Enhanced Project Tables Spotlight Input Templates Spotlight Static Landing Page Spotlight Sub-Projects Spotlight External Forms SpotlightGovernance reports can include health reports, highlight reports, checkpoints & change requests. Our Verto 365 App allows you to manage your work and collaborate within Microsoft Teams. It is entirely user configurable. Learn more about our Verto Teams App, creating your personalise avatar, setting up favourites and much more. Features. Verto 365 helps you manage what you do. co. So you can access information and assign. Work Package, Workstream. co. Verto Essentials. Approvals. Getting Started. Verto has its own file storage area, where supporting documentation can be uploaded. You can decide what fields you want your table to contain as part of the set up process and these options can be changed later if needs be. User Level - nominated users at the system level can receive all submitted timesheets. ‘Bri. When the Approver accesses the item, they will be presented with the following view: The approval status of the item will be clearly displayed next to the project title e. Pricing Details (Provided by Vendor): Verto 365 begins as Workspaces, a free version online, or directly within Microsoft Teams, through the Verto 365 app. Verto Essentials. Select the widget you want from the options displayed on-screen. From there it is easy to track, manage and report on. Risks and click on Actions > Hierarchy. What is a card? A card contains key information regarding activities and their status. Access Verto in Microsoft Teams to Keep Your Work and Conversations in One Place Click "Get Started" and follow the Teams link that best works for you where you will find the Verto app. Click on the Administration Cog > Configuration and either: Expand the triangle next to Stages in the menu on the left-hand side, and then select the relevant stage. Timesheets. Color-Coded Views: Easily distinguish between varied event types and sources with our unique color-coding system. We'll help you maximise your productivity. Add a list. Upon receipt of this, a member of the team will review your request a provide a time and cost estimate to complete the work. It is possible to create a default file structure which will be automatically added when a new project or programme is created. Feeds Explained. This is more than basic integration. Resource management is the practice of planning, scheduling, and allocating people to a project. Dashboards. Boost Productivity with Verto 365 Workspaces 🚀 🔗 Organise tasks with Kanban Boards 🕑 Set priorities and timelines 🤝 Collaborate seamlessly Say hello to productivity. Learn how to use the Verto Performance Planning Module to manage organisational plans and key performance indicators. Verto 365 provides an impressive presentation of key data to stakeholders or management teams, with live and interactive data reports at the click of a button. Hold all information within the Microsoft Teams app and save time by not leaving your Teams window to tick. Click on the teal arrow in the top left to open the feeds menu. Use our Kanban boards for conveyor-style task management or as a general hub for your workload, or for resources. This also includes details of character limits, show in summary selections. This updated file should always have the. SSO is. Click here to view the guide on how to set up API keys, manage access to your data and consume the API through the Microsoft OData feed interface. Site Design [For System Administrators] Data Migration [For System Administrators] Verto Spotlights. This section is where the user can input key information regarding the purpose of the project or activity. Open your dashboard and click on Actions > Add Widget. As a minimum you will need to give your new governance report a name (description) and enter the 'singular description'. This will be available for you to configure in Administration Cog > Configuration > Sub-Projects. To create a new governance report, go to the Administration Cog > Configuration and click on Actions > Add next to the Governance Reports or Governance Reports (Standalone) title in the menu. Using Boards. You can maintain a Workspace for personal activities to stay. Our Verto 365 App allows you to manage your work and collaborate within Microsoft Teams. Remember. The site access request will generate an email to all System Administrators. It manages everything from simple day to day tasks through to major projects and programmes for over 160,000 public sector users. We power cross‑border payments for the world’s fastest‑growing startups and enterprises; with a specific focus on emerging markets. Dashboards. Gantt Chart Notifications Change History Comments VertoSense & Network Maps Tailoring Stage and Project Tables Other Useful Features. 3w. Read the article in full here: TMI Systems’ Verto 365 harnesses the power of the commercial marketplace to scale and reach new markets Microsoft Tackle. Primary Organisation (mandatory field) – every indicator must have a primary organisation selected, and in most cases, this will be the lead organisation using Verto. Feeds. Enter the name of your workspace and associated kanban board, then click Next. Click on the following link to learn how. Select the Add button in the top right corner and in the pop-up enter a title for your new dashboard and click OK. Exercise 1: Activating. Approvals. Add filters to an existing widgetOur Verto 365 app, for Microsoft Teams, brings your tasks and activities into the platform and is now approved for use by The NHS Technical Design Authority (TDA) for all NHSmail users, where we join only a handful of other applications. Site Design [For System Administrators] Data Migration [For System Administrators] Verto Spotlights. Having Verto has made us a stronger and slicker organisation through our standardisation of project management and reporting. io Bytes Software. Click on the Boards Icon in the left-hand navigation menu. A dashboard is a live, interactive view of data held within Verto, and can be displayed as pie charts, bar charts, tables, Gantt charts and much more. Resource Management. Click on the teal arrow in the top left to open the feeds menu. This is where the user can list the individual financial savings for delivering a project or activity. Users can also drill down deeper into. Whilst in the Verto 365 App, click on the Settings Tab > Sites. Verto 365 helps you manage what you do. All available security and compliance information information for Verto 365, its data handling policies, its Microsoft Cloud App Security app catalog information, and security/compliance information in the CSA STAR registry. Click on the 3 dots in the top right of the widget you want to copy and select Copy > Here. There are two types of reports which can be generated from Verto - custom print templates and aggregated reports. Simply click ‘Login with Microsoft’ to access Verto. 1. Single Sign-On (SSO) Login. Resource Management. Create intuitive timelines using Gantt chart functionality for different parts of a project. You can do this either by double clicking on the widget or highlighting and clicking on Next. Timesheets. Our Verto 365 App allows you to manage your work and collaborate within Microsoft Teams. Feeds. Workspaces: Workspaces allow you to collate, organise and manage your work from one place. Instead of colleagues working independently and losing sight of who’s doing what, Verto 365 brings more of your work together into one single platform. The layout of the benefits table can be changed to an Edit All view using Actions > Layout. How to filter your cards. Calendars can also be updated by a Resource Administrator on behalf of the individual. Locate the record you want to drill into and click the Edit button at the end of the row. Subscriptions. Upon arriving at the Verto login screen, your email address and password will be auto-populated using your Azure Active Directory credentials. They are dedicated areas within Microsoft Teams for you to group Kanban Boards into related categories. When viewing a specific timesheet, all other timesheets will be colour coded to signify those that have been approved (in green) and those that haven’t yet (in red). A Verto password must be a minimum of 15 characters long. Click on the following highlighted link for more information on tailoring your project table layout. The Network mapping tool helps you to understand interdependencies between projects. Verto has its own file storage area, where supporting documentation can be uploaded. Provide simplified updates on project progress, risks, dependencies and upcoming milestones. If you're unsure of your login details, contact your administrator or get in touch for support. Verto offers four levels of pricing, Free, using Verto 365 Playground is available. If you're unsure of your login details, contact your administrator or get in touch for support. Innovation Management has never been easier. Once you have entered your details, simply click ‘Log In’ to access Verto. Features. io Bytes Software. Verto 365 offers four grades of software pricing from Verto One to our enterprise solution. Understand how you can share a dashboard. Choose the sound played when a notification is received whilst logged into Verto (default is none). uk Verto 365 is a cloud based work collaboration platform, used by over 250,000 teams across the UK. Verto 365 is a cloud-based platform that connects teams and their work online and in Microsoft Teams. Not only does Verto 365 boast risk management features to help your project stay on track, but it also allows teams to communicate, upload and collaborate on documents together, as well as report on the ongoing progress of projects. To baseline a single record, locate the item in the project table and click on the downward triangle > Baseline. Any tasks or milestones already in Verto will be updated with the new information from the project file. A pop-up will appear for you to start typing into. To create a new default file structure, go to the Administration Cog > Default File Structure. Verto 365 Support Center helps you to find FAQ, how-to guides and step-by-step tutorials. Click on Edit against the individual benefit to amend the information in the form. Reading Time: < 1 minutes. Now your projects can be managed directly from within Microsoft Teams. Workspaces Free - Verto 365's Workspaces begin free, online, or from Microsoft Teams, giving you scope to create up to three Workspaces areas. Any number of levels can be added to a hierarchy which means they can be built to match the way your organisation manages its portfolios, programmes and projects. It's fully integrated with Microsoft Teams, M365 and is entirely user configurable supporting multiple business processes across the organisation In order to build a custom report, the Reports Team will require a mock-up outlining how your report should look, and where the data should be pulled from in the system e. Features. Only administrators can upload files to here. Amend the card Title (if. So, to add to MS Teams’ armoury, we embedded our. Click on the Feeds tab in the navigation menu at the top of the screen (if you are in the Teams App, this will be located under the Verto tab). Verto 365 is a productivity booster, with digital to-do lists to manage all your tasks. Select the new Destination for your list (My Boards or workspace/project) Select the specific Board Select the List Order (position of the list in the new board) Click Move. Approvals. Verto Essentials. Accessories - select glasses, earrings and tattoo options. You can use both global and project rate cards at the same time. Get up to 3 Workspaces, containing unlimited Kanban Boards with a total of 250 cards to begin managing your tasks and day-to-day activities from one place using logical digital to-do lists. You can select from the following report filters: Project(s) (based on your permissions) - select one or multiple projects RAG Statuses - select one. Read the article in full here: TMI Systems’ Verto 365 harnesses the power of the commercial marketplace to scale and reach new markets Microsoft Tackle. Verto Spotlights. (3,500) Wrike is all-in-one project management software that helps remote and co-located teams get more things done together. Top Tips. A dashboard is a live, interactive view of data held within Verto, and can be displayed as pie charts, bar charts, tables, Gantt charts and much more. Get your free trial Buy now. Verto offers an OData API which provides real time, read only access to your Verto data. Recent. The project table layout can be changed from ‘Summary’ to ‘Edit All’ view using Actions > Layout. Verto 365 begins as Workspaces, a free version online, or directly within Microsoft Teams, through the Verto 365 app. Flexibility is key and the easily moveable cards on the Kanban board can include a range of entries to provide a team with the most comprehensive view of their workspace. Gantt charts are most commonly used for tracking project activities which consist of a list of activities mapped against a timescale. May 20, 2021. Anyone added as an Owner will receive a Verto notification and can set-up their own reminders for completion. g. (15,111) Smartsheet is a modern work management platform that helps teams manage projects, automate processes, and scale workflows all in one central platform. Anyone added as an Owner will receive a Verto notification and can set-up their own reminders for completion. Verto 365 does the hard work for you. Click on Edit against the individual task or milestone to amend the information in the form. Use it to create a visual map of what stage it’s at for the whole team to access, so everyone is on the same page. Kanban Boards. In order to build a custom report, the Reports Team will require a mock-up outlining how your report should look, and where the data should be pulled from in the system e. If you are in the Teams App, this will be located under the Verto tab. Dashboards. To create an avatar, simply click on your User Profile icon in the top right-hand corner of the screen and then select My Avatar. Other Useful Features. Features. The Gantt chart is one of those views. Learn how you can build your own interactive dashboards. It's the governance report you want to copy TO that you should select first, not the governance report you want to copy FROM. Approvals. They are dedicated areas within Microsoft Teams for you to group Kanban Boards into related categories. Reporting. matching specific cost lines within a project. Virto Calendar Overlay App. e. Using cutting edge technology from Microsoft (such as OpenID and the Graph API) Verto. A site request is generated when someone within your organisation requests access to your Verto site, i. The Full Governance workflow gives the Stage Administrator full control of the entire approval process. If you are in the Teams App, this will be located under the Verto tab. Filters are a useful tool to control and customise the data being displayed in the widgets on your dashboard. Click here to view the Verto 365 App in the Microsoft store. Add a new section. the Verto field details. Select the new Destination for your card (My Boards or workspace/project) Select the specific Board Select the List into which the card should be moved Select the Card Order (position of the card in the new list) Click Move. New tasks and milestones will also be added. Approvals. Mark the field as Mandatory - Tick this box if the field must be completed before the item can be submitted. A report enables the user to extract specific data from Verto in a custom format. Read More. Transform Teams into your all-in-one project management system. Workspaces Free - Verto 365's Workspaces begin free, online, or from Microsoft Teams, giving you scope to create up to three Workspaces areas. Verto 365 is one of a new breed of app with the ability to embed itself completely within the MS Teams sy…Our Verto 365 App allows you to manage your work and collaborate within Microsoft Teams. Select the widget required and confirm the data that the widget will be linked to. With Verto 365, you can take advantage of work collaboration and project management software online, or excitingly now from inside Microsoft Teams. Kanban boards, Gantt charts, dynamic dashboard capability, reporting tools and benefits tracking are just some of the additional features that Verto 365 brings to MS Teams. Manage your projects and collaborate on shared work activities. Help can be added in the following ways via the Administration Cog > Configuration option: Fields: Click on the Edit button and either type your help information directly into the ‘Help’ box or tick ‘Use Generic Help’ to display any help which has been added to the field via the Properties area. Pro Users. At TMI Systems Ltd (TMI),which for the purposes of this document also encompasses Verto, VertoCloud, Verto 365 and associated apps, we take privacy very seriously. The Verto 365 App will refresh to display the new site. Site Design [For System Administrators] The Master Template Building Your Site Permissions Workflows Application Messages Notifications Static Landing Page Input Templates Sub-Projects External Forms. How to Enter Data. Project Management with Verto 365 – All for one, and one for all. A new performance group record will be created. Contact us to tell us how your team works best. Timesheets. They are dedicated areas within Microsoft Teams for you to group Kanban Boards into related categories. Report Name: This is a read only field and will confirm which report you are subscribing to. Click OK. If you’re already using MS Teams, Verto 365 is the next logical step. Verto 365 is a productivity booster, with digital to-do lists to manage all your tasks. projects, activities, tasks etc and can be attributed to costs. Select the site you wish to switch to and click Apply. Learn more about boards and how they can be used to support collaboration. Site Design [For System Administrators] The Master Template Building Your Site Permissions Workflows Application Messages Notifications Static Landing Page Input Templates Sub-Projects External Forms. The system will automatically start searching after three characters have been entered i. e. Our self-service tools mean. Data Migration [For System Administrators] Learn how data can be imported into Verto either as a one-off or repeatable process. g. 4. Pros. Within a project record: Click on Actions > Hierarchy. io Bytes Software. Gantt Chart Notifications Change History Comments VertoSense & Network Maps Tailoring Stage and Project Tables Other Useful Features. Verto Password Rules How to log into Verto How to switch between Verto sites How to add a project How to use the Verto 365 Teams App How to manage site access requests [For System Administrators] How to enable Single Sign-On (SSO) for your Verto site Verto 365 Spotlight Dashboards Spotlight Kanban Boards Spotlight Feeds Spotlight Workspaces Spotlight The Knowledge Hub Spotlight Enhanced Project Tables Spotlight Input Templates Spotlight Static Landing Page Spotlight Sub-Projects Spotlight External Forms Spotlight Verto365 is a feature rich work collaboration platform. Verto 365 has long been known for its strong reputation within both Local Government and NHS organisations, and more recently as a growing presence within UK Central Government and now private sector organisations. Watch our regular spotlight webinars covering our most exciting features across all products. Head to our sign-up page to get 30-days free. A new screen will appear. This article takes a look at each type in more detail. Build project timelines with Gantt charts and track your progress. Come and chat to us if you'd like to talk about new beginnings: vertocloud. Data Table - a data table is an easy way to present a list of records in a simple view, similar to how you may be used to seeing data displayed in a spreadsheet or a Verto project table. Resource Management. Verto 365 provides a new-look to the existing platform and fully surfaces within Microsoft Teams. Tabset anchorFree Workspace* Any user assigned a Free Workspace licence type will be able to do the following:. Learn more about our boards feature and how you can create lists, add cards, set priorities, attach files and monitor completion dates. Verto 365 enables Microsoft Teams to become your complete project management tool. Click on the Resourcing tab in the navigation menu at the top of the screen. Reporting. In this webinar we showcase Verto's dashboards, their features and how to set up and tailor. Click on the Edit button against a field to undertake the following changes: Description - Change the default field Description (name). Use our Kanban boards for conveyor-style task management or as a general hub for your workload, or for resources. Please note: changes to the colour and score can only be made by Verto Support. Customisation of platform and reports 3. Changes can be viewed at either the project level or. This article takes a look at each type in more detail. Next, click on the ‘Project Management Reports' folder to see a list of all available reports. Using Feeds. So you can access information and assign. Head to our sign-up page to get 30-days free. Hold all information within the Microsoft Teams app and save time by not leaving your Teams window to tick. g. Face - select specific facial features such as skin colour, eye and mouth shape, hair style and colour. Click on the Administration Cog > Configuration and either: Expand the triangle next to Stages in the menu on the left-hand side, and then select the relevant stage. Funding is awarded based on Expected Family Contribution (determined by the FAFSA). Approve an item. Each governance report type will have it's own separate list i. Features. Using Verto 365, stakeholder engagement can inform, engage and delight those who need to be in the know. We now include our work collaboration tool, Workspaces, as part of our Project plan. Verto Password Rules How to log into Verto How to switch between Verto sites How to add a project How to use the Verto 365 Teams App How to manage site access requests [For System Administrators] How to enable Single Sign-On (SSO) for your Verto siteWhat is a decision matrix? A decision matrix is a useful tool, ideal for: Sizing a project; Prioritising a project; Deciding whether to go ahead with a projectA stage in Verto is the online 'form' that a user must complete for each step of a project lifecycle. By default, Verto 365 works with Microsoft Entra ID. From here you can also click on the Random tab and allow Verto to create an avatar image for you. If you have an existing report that requires an amendment, please complete the Report Amendment Checklist and send this to Verto Reports. Choose the stage that you want to copy TO, not the stage you want to copy FROM. The Verto 365 app is a productivity booster, with digital to-do lists to manage all your tasks. Comprehensive benefit management and cost management. An introduction to timesheets What is a rate card? [For System Administrators]Individual indicators can be directly linked to projects and activities in Verto. Click on the Edit button against a field to undertake the following changes: Description - Change the default field Description (name). And all, directly from within Microsoft Teams . An individual indicator can be displayed under multiple performance groups. Microsoft Office 2013 or a more recent version. Boost Productivity with Verto 365 Workspaces 🚀 🔗 Organise tasks with Kanban Boards 🕑 Set priorities and timelines 🤝 Collaborate seamlessly Say hello to productivity. Site Design [For System Administrators] Data Migration [For System Administrators] Verto Spotlights. We now include our work collaboration tool, Workspaces, as part of our Project plan. Kanban Boards. Resource Management. Today, the Verto 365 App has been made available to install from within the NHS Microsoft Teams app store for all NHSmail users. e. Contact us to tell us how your team works best. Project file area – this file area is only visible to those people involved in the project and so is a good place to store project related documents, available to the project team. ; Create and edit 3 workspaces within the Workspace stage. Click on the Files tab in the navigation menu at the top of the screen. Each workflow can have an approval step built in allowing for one or more named individuals to review and provide comments. Health Reports, Change Requests. Click on the Resourcing tab in the navigation menu at the top of the screen. Each governance report type will have it's own separate list i. Your new. These unique identifiers will ensure the import knows which records within the project to update with the new information. Updating Benefits. We'll help you maximise your productivity. Click on a widget or specific area within a widget i. Accessories - select glasses, earrings and tattoo options. Click here to access the Verto 365 App in the Microsoft store. By providing stakeholders with all the information they need under one roof, (in an easy-to-understand format) project managers can ensure everyone is kept in the loop. Anyone who has access to the project can upload and view files. Also Known As Verto. If all approvers select Yes, the report will automatically. See How to switch between Verto sites for more information. An individual indicator can be displayed under multiple performance groups. Remember. Learn more about how the Gantt chart view works when dealing with tasks and milestones. Verto Allows Microsoft Teams to Become Your Complete Work and Project Management Platform. Workspace Users. Introduction to dashboards How to add a new dashboardClick on the Administration Cog > Configuration and either: Expand the triangle next to Stages in the menu on the left-hand side, and then select the relevant stage. Project Users. Kanban Boards. Governance report tables (Verto Pro Only) Governance report tables display a list of all draft, submitted or approved governance reports against the project. It offers workspaces, Kanban boards, project management, and configurable PPM tools for various business use cases. co. A customised portfolio, programme and project management solution. Learn more about how to add a project, our Teams App and SSO. A new screen will appear. Timesheets. We’ve updated our privacy policy (Policy) to ensure that we communicate how we treat your personal information in the clearest way possible. We now include our work collaboration tool, Workspaces, as part of our Project plan. How to group your cards. Viewing the data in one central location makes it easy for teams to collaborate and quickly assess the current status of a Portfolio, Programme or Project. Using Verto 365 as a collaboration platform in this way will ensure teams can work. Click here to view the Verto 365 App in the Microsoft store. Join us for monthly webinars covering a range of topics and use cases. Click on the Dashboard tab in the navigation menu at the top of the screen (if you are in the Teams App, this will be located under the Verto tab). Workspaces: Workspaces allow you to collate, organise and manage your work from one place. Manage your projects and collaborate on shared work activities using our ready-to-go project management solution. Find the right software tier for your team and work management. Timesheets. Performance - this area is where you can group the individual indicators together and display them under Objectives, Organisational Plans, Outcome Groups, Departmental Areas etc. Easily reorganise your workflow if the need arises. Get up to 3 Workspaces, containing unlimited Kanban Boards with a total of 250 cards to begin managing your tasks and day-to-day activities from one place using logical digital to-do lists. Reporting. g. Reporting. Upon receipt of this, a member of the team will review your request and provide a time and cost estimate to complete the work. Clicking on one of the categories on the left-hand side will bring up a list of suggested dashboards on the right. This makes for a relaxing approach to collaboration and delegation and avoids having multiple versions of. If you are in the Teams App, this will be located under the Verto tab.