Software can often be challenging, resulting in lack of use, improper use or complete and utter frustration. We pride ourselves in providing public and private training options to fit everyone. Our classes have been presented and well attended for over 10 years. Join us and take your abilities to the next level.

Training Formats
In Person
Our In-Person classes are truly in depth. Two days of instructor led sessions allow you to walk away with a solid foundation for managing projects with Merlin Project.
Online
For those of you who have time limitations or don’t wish travel, online training is an excellent choice. The "Getting started with Merlin" series are generally offered as a sequence of multi-day classes, and give users all the basics to start managing projects with Merlin Project.
Custom
Training delivered in your preferred format, focused on topics important to you and at your convenience.
Training Curriculums
Daylite
Daylite Basics
  • Daylite GUI
  • Concepts
  • Data Classification Part I
  • Contacts
  • Calendars
  • Tasks
  • Notes
  • Linking
  • iOS
Daylite Advanced
  • Data Classification Part II
  • Forms
  • Activity Sets
  • Pipelines
  • Opportunities
  • Projects
  • Collaboration & Delegation
  • CalDAV/CardDAV
Solution Centric
Presentation based on specific types of workflows:
  • Potential Customer
  • Customer Onboarding
  • Customer Management
  • Sharing the work
  • Working with other Apps
  • Letter Templates
  • Data Analysis
  • Data Sharing
Additonal topics being added...
Quicktips
Short presentation around specific features:
  • Categories & Keywords
  • Forms
  • Activity Sets
  • Pipelines
  • Delegation
  • Tasks
  • Data Organization
Merlin Project
Getting Started with Merlin Project
  • Introduction to Project Management
  • Overview of Merlin Project
  • The Views
  • The Key Elements
  • Creating an Initial Project
  • Attachments
  • Key Tools
  • Management Tools
  • Help & Support
Mastering Merlin Project
  • Introduction to Project Management
  • Overview of Merlin Project
  • The Views
  • The Key Elements
  • Creating an Initial Project
  • Attachments
  • Key Tools
  • Management Tools
  • Interface & Workflow Customization
  • Printing & Reports
  • Multi-User Collaboration
  • Help & Support
Quicktips
Focused Presentations
  • Linking
  • Resources
  • Finances
  • Search & Filters
  • Reports
  • Attachments
  • Kanban
  • Resource Pool
  • Scheduling
Upcoming Events

Events for week of December 9, 2018

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Tue 11th

Merlin Project Complimentary Demo

December 11 @ 1:00 pm - 2:00 pm PST
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