Skip to content
PTOffice
  • Capabilities
    • Websites
    • Memberships
    • Emailing and Newsletters
    • Volunteer Signups
    • Fundraisers
    • Calendars
    • Project Notebooks
    • Forms
  • |
  • Support
    • Knowledge Base
    • Contact Us
    • White Glove Support
    • Development Updates
  • |
  • Community
  • |
  • Pricing
Popular Search exportcache

Getting Started

6
  • Account Settings: Organization Settings
  • Website: Web Pages
  • Website: Website Menus
  • Account Settings: Personalize the Dashboard
  • Website: Website Menus – Mobile
  • Getting Started Checklist

Account Settings

6
  • Account Settings: Organization Settings
  • Account Settings: Personalize the Dashboard
  • Account Settings: Update your account main contact
  • Account Settings: Adding Administrators
  • Account Settings: Updating Billing Email Address
  • Account Settings: Back to School Guide

Registration - Requires Shared plan or higher

6
  • Registration: Customize Registration Page
  • Registration: Top 7 Ways to Improve Member Registration
  • Registration: How to Close Registration
  • Registration: Create a custom registration form
  • Registration: What the registration process looks like to a member
  • Registration: Build a custom Registration process

Members - Requires Shared plan or higher

9
  • Members: User Roles
  • Members: Profile Tabs
  • Members: Profile Fields
  • Members: Exporting Contacts
  • Importance of a Clean Database
  • Members: How to Create Print Grade or Classroom Lists
  • Members: How to Change a Username
  • Members: Importing and Creating Contacts
  • Members: Graduating Families

Messenger - Requires Shared plan or higher

10
  • Messenger: Why Are Emails Going to Spam?
  • Messenger: Lists
  • Messenger: Subscription Forms
  • Messenger: Understanding Messenger
  • Messenger: Importing Subscribers
  • Messenger: Personalize your emails
  • Messenger: How to forward successful subscribers
  • Messenger: Remove User from an Email List
  • Messenger: Add User to an Email List
  • Messenger: Creating Your First Email

Sign Ups - Requires Shared plan or higher

12
  • Sign Ups: Getting Started
  • Sign Ups: Create your first sign up
  • Sign Ups: Tasks/Slots
  • Sign Ups: Managing Volunteers
  • Sign Ups: Export Reports
  • Sign Ups: Display sign ups on Sign Ups Listing page
  • Sign Ups: Review system emails
  • Sign Ups: Sign up not appearing on front-end
  • Sign Ups: Set plugin administrators
  • Sign Ups: Customize the display scheme
  • Sign Ups: Create system pages with a shortcode
  • Sign Ups: Tips to Increase Volunteer Support and Retention

Project Notebooks - Requires Shared plan or higher

21
  • Project Notebooks: Getting Started
  • Project Notebooks: Create your first notebook
  • Project Notebooks: Set plugin administrators
  • Project Notebooks: Review system emails
  • Project Notebooks: Create system pages with a shortcode
  • Project Notebooks: Customize the display scheme
  • Project Notebooks: Display project on Project Listing page
  • Project Notebooks: Edit a notebook
  • Project Notebooks: Archive a notebook
  • Project Notebooks: Delete a notebook
  • Project Notebooks: Publish a notebook
  • Project Notebooks: Display meeting minutes on the website
  • Project Notebooks: Create tasks
  • Project Notebooks: Create meeting minutes
  • Project Notebooks: Create a project budget
  • Project Notebooks: Create a kanban board
  • Project Notebooks: Turn on project administrator requests
  • Project Notebooks: Approve project administrator requests
  • Project Notebooks: Hide or show notebook sections on front-end
  • Project Notebooks: Duplicate a notebook
  • Project Notebooks: Understanding Project Notebooks

Website

9
  • Website: What is a shortcode?
  • Website: Web Pages
  • Website: Website Menus
  • Website: Placing Shortcode
  • Website: Add a Google Calendar to Your Website
  • Website: Website Menus – Mobile
  • Understanding Cache – Why Can’t I See My Changes?
  • Troubleshooting: How to fix a 404 page error
  • Website: Set up your DNS to map your domain

News Articles

5
  • News Articles: Intro
  • News Articles: Posts module
  • News Articles: Posts Carousel module
  • News Articles: Posts Slider module
  • News Articles: Posts, Posts Carousel, and Posts Slider modules examples

Troubleshooting

6
  • Messenger: Why Are Emails Going to Spam?
  • Sign Ups: Sign up not appearing on front-end
  • Troubleshooting: Admin getting “You do not have sufficient permissions” message
  • Understanding Cache – Why Can’t I See My Changes?
  • Report a bug
  • Troubleshooting: How to fix a 404 page error

Fundraisers

12
  • Fundraisers: Review system emails
  • Fundraisers: Exporting Orders
  • Fundraisers: How to reconcile orders with Stripe
  • Fundraisers: Make a Test Payment
  • Fundraisers: Order Status
  • Fundraisers: Create your first fundraiser
  • Fundraisers: Customize the display scheme
  • Fundraisers: Create system pages with a shortcode
  • Fundraisers: Display fundraisers on Fundraiser Listing page
  • Fundraisers: Set plugin administrators
  • Fundraisers: Getting Started
  • Fundraisers: Sell Memberships

Stripe

6
  • Stripe: How to set deposit interval
  • Stripe: How to process a refund
  • Stripe: Find my Client ID
  • Stripe: How to enable Connect on your account
  • Stripe: How to connect your fundraiser to Stripe
  • Stripe: Find my API Keys
  • Home
  • Knowledge Base
  • Project Notebooks - Requires Shared plan or higher
  • Project Notebooks: Understanding Project Notebooks
View Categories

Project Notebooks: Understanding Project Notebooks

Understanding Project Notebooks #

Question 1: Just exactly what is Project Notebooks?

Project Notebooks is a multi-purpose tool for users to document and manage their event’s, committee’s, group’s, or project’s information so that future planning is simple and doesn’t require reinventing the wheel. It’s an excellent way to pass information from one leader to another to help them best understand what needs to happen to make the next group’s project or event or meeting as successful as possible.

Board or Committee Management: A board or committee can use this plugin to keep track of their meeting notes, document meeting minutes, track attendees of their meetings and publish these records to the front-end of their website. If budgets are involved, they can even track revenues and costs for their group.

Event Management: Project Notebooks allow users to track everything from general notes to key information that needs to get passed to the next event manager. Items like what went well and what didn’t go well can be passed from year to year to continually improve the event. Tracking costs of items for the event is also invaluable information that can get passed from chair to chair to help them prepare for next year’s event and understand any quantities needed to make it successful. Event managers can also create and manage tasks required to manage the event, so nothing gets missed along the way! Trying to recruit volunteer chair’s for next year? You can send any interested parties a link so they can see exactly what’s involved to manage the event!

Any Group Management: Project Notebooks allows any manager to pick and choose only the pieces of the notebook they need for their group. Don’t need budget tracking. Uncheck it! Don’t need meeting minute management? Uncheck it! Project Notebooks allows you to set up each and every notebook exactly as you see fit to best manage your group.

What are your Feelings
Share This Article :
  • Facebook
  • X
  • LinkedIn
  • Pinterest
Still stuck? How can we help?

How can we help?

Updated on January 9, 2024
Project Notebooks: Duplicate a notebook

Powered by BetterDocs

Table of Contents
  • Understanding Project Notebooks