Optii Learning Center

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Optii Learning Center

Optii Projects

Optii Projects

Detailed walk-throughs designed to be your go-to resource for unlocking the full potential of Optii Projects. Come back and come often.

Getting Started

Getting Started with Optii Projects

Lesson #1: Introduction to Optii Projects & How to Access Optii from Your Desktop

Lesson #2 Accessing Optii from Your Mobile Device

Lesson #3: Navigating Optii Projects

Lesson #4: Managing Projects in Optii

Lesson #5: Overview of the Optii Jobs View Status

Lesson #6: The functionality of Optii on a Mobile Device

Lesson #7: Optii Reports Overview

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Projects

Optii Project Creation

Assigning Project Jobs in Optii

New Project Auto-assign feature available!

Reports

How to run a Job Activity Report in Optii Service?