Ireland Flag Contact Icon +353 1 693 0000   UK Flag Contact Icon +44 203 411 6799 User Group Session Recording: Getting More Out of the Platform’s New Features


Ready to learn what’s unmissable from December 2023 on

Check out the recording of our User Group from 13 December, 2023 here!

In this 30-minute session, host Martin MacNamara, Senior Product Consultant at Provident CRM is joined by Provident CRM’s Customer Success Manager, Amy Mclaughlin, and Lee Ingham, Solutions Consultant.

We dive into:

  • New Portfolio MVP solution
    • Learn how to manage your high-level portfolio and low-level project boards
    • Discover the art of creating projects within your portfolio
    • Customise your project template for optimal efficiency
    • Connect existing projects seamlessly to your portfolio
  • Task Management Mastery
    • Uncover the secrets of managing tasks timelines based on project deadlines
    • Explore the Workdocs improvements that enhance collaboration and productivity
  • And more!

Watch the recording on-demand here and start applying your new learnings today!


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Katie Marketing Executive, Ireland
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