You will access your self-paced training in the Projects tab.

Remember: Training tab is where you register for live courses and track your required training.

You can switch projects by clicking on the project selector at the top of the screen.

Note: since you're in training, you might only have access to the training project.

Be sure not to confuse this with the dashboard selector below!

You can find the navigation menu on the left side of your screen.

You can expand and collapse it by clicking on the hamburger icon, or the three bars, at the top.

You can also access the IWPs grid by using the global search bar in the top-right corner.

Try typing in "IWPs" and click on the first result.

The first way to access our support article library is by clicking on the ? icon.

You can also check out our articles by clicking on our in-app chat icon and then the search bar.

O3's development team releases a new build every two weeks, meaning O3 is constantly being improved!

To track these improvements, go to the Release Notes section of our support article library.

You can find our in-app chat in the bottom-right corner of O3.

Click on the icon, and then Send us a message.

Then tell us a bit about yourself!

You can also reach out to O3's support team via [email protected].

This email connects to our support inbox, so your request enters the queue the moment you click send!

You can access your notification settings by clicking on the person icon > Notification Settings.

In the Notification Settings menu, click on the Notifications tab.

Under Subscriptions, you might see the Daily Task Email and Weekly Task Email subscriptions.

Click on the switch next to Daily Task Email so it shows Off. Make sure the one for Weekly Task Email shows On.

To add a new subscription, click on the + in the top-right corner.

Then choose a subscription.

Watchers let you know of any changes that were made to an item in O3 via email notifications. To get these updates, you need to be watching that item.

There are a couple ways to watch an item. You can learn about them here, and in the next answer!

In Notification Settings > Watchers, find IWPs in the list and make sure its switch reads On.

Click on the Column Chooser icon in the top-right corner.

After finding your field, drag it into the grid.

To remove a field from the grid, drag it into the Column Chooser box.

To group a grid by a column, drag that field above the grid.

You can do simple filtering by clicking on the filter icon next to a column header.

For more advanced filtering, click on the magnifying glass.

To export your grid's data, click on the Export to Excel button in the grid action bar.

To create a new layout, edit your grid and then click on the Layouts icon > Save As.

When editing an existing layout, you can click Save Layout above the grid or Save in the Layouts menu.

To share a layout, go back to the Layouts menu and make sure you have a layout selected.

Then click on Share Layout.

These can be accessed in the Layouts menu > Browse All Layouts.

Your layouts will appear under My Layouts, while those shared with you will appear under Shared with Me.

Make sure you have a layout chosen in the Layouts menu and click on Schedule Export.

Note: you can only have one scheduled export per layout. If you already have one configured, you'll have to delete it or save a new layout.

After clicking on Configure Scheduled Export, do the following:

When you're done setting up the above, click Save.

There are a couple ways to do this. First, you can do this from the Layouts menu by clicking on Schedule Export.

Note: you will need to have the layout that you used to schedule the export selected.

You can also adjust it by going clicking on the person icon > Notification Settings > Scheduled Exports.

Don't want the learning to stop? Check out our O3 Basics collection!