Knowledge Base | Humanize IT
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Quick How To guides
Getting Started with Humanize IT
Software Onboarding
Software Important Concepts and Practices
Support
Legal
Product Integrations
Connectwise Integration
HaloPSA Integration
Autotask Integration
Basecamp Integration
Report Tool Embeds
Quick How To guides
Client level actions
Platform level actions
Hints, tips and Inspiration
Tip of the Week
Use Case Videos
email templates
Client Meeting Report Tool
Featured
Widgets
Embedding Third Party Applications
Managing Reports
vCIO Operations Tool
Software Adoption Steps
Best Practices
FAQ
Service Productization Tool
Screen Explainers
Setup
Academy
Profile
Product Updates
2021
2020
2019
2018
2017
Partner Resources
Virtual-C
Sea-Level Operations
Dashboard
COVID-19 Tools
Tool Access
COVID-19 Remote Work Readiness Audit
Covid-19 Remote Work Readiness Self Assessment
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Knowledge Base | Humanize IT
Quick How To guides
Getting Started with Humanize IT
Software Onboarding
Software Important Concepts and Practices
Support
Legal
Product Integrations
Connectwise Integration
HaloPSA Integration
Autotask Integration
Basecamp Integration
Report Tool Embeds
Quick How To guides
Client level actions
Platform level actions
Hints, tips and Inspiration
Tip of the Week
Use Case Videos
email templates
Client Meeting Report Tool
Featured
Widgets
Embedding Third Party Applications
Managing Reports
vCIO Operations Tool
Software Adoption Steps
Best Practices
FAQ
Service Productization Tool
Screen Explainers
Setup
Academy
Profile
Product Updates
2021
2020
2019
2018
2017
Partner Resources
Virtual-C
Sea-Level Operations
Dashboard
COVID-19 Tools
Tool Access
COVID-19 Remote Work Readiness Audit
Covid-19 Remote Work Readiness Self Assessment
Quick How To guides
Quick instructions on common functions in the Platform.
Client level actions
How do I load a Report?
How do I edit a Client report?
How do I share a Report?
How do I build a Persona?
How do I share a Persona?
How do I load Assets?
How do I build a Budget?
How do I send a Proposal to my client?
See more
Platform level actions
How do I set default Asset values?
How do I change a Project Template?
How do I edit a Report Template?
How do I turn on SSO
Using a Client Segmentation tool
See more
