Popular Articles

  1. Activating an Inactive Event Meeting

    Last Updated: 02/11/2025 in Process Center Protech (UX365) Events & Event Registrations
    Activating an Inactive Event Meeting Creation Date: Feb 11, 2025 Created By: Bridget Fairbanks   1. Click on Advanced Find Create advanced search queries. Press enter to open in new window. 2. Select Meeting Setup from Look for: 3...

  2. 2024 WOTY Survey Summary

    Last Updated: 05/22/2025 in Data Center Events WOTY
    Deck available here:  WOTY 2024 Summary.pptx ...

  3. How to update community library and discussion settings

    Last Updated: 03/29/2023 in Process Center Community
    1. From Community Admin, click on Community 2. Click on Discussions 3. Click on List 4. Click on Search 5. Type your community name 6. Click on the row with your community 7. Click on the name of the community in the right-h...

  4. How to update volunteer application recipient

    Last Updated: 08/20/2024 in Process Center Help Scout
    ...

  5. Add tasks to get things done

    Last Updated: 09/05/2024 in Process Center Asana Basics
    Tasks are Asana's basic unit of action. They help you stay organized and make things happen. You can use tasks two ways:  As an action item or to-do.  As a way to store or share notes and reference information. Assign tasks to anyone  You ca...

  6. Cancelling a WOTY Table

    Last Updated: 10/24/2024 in Process Center WOTY (Woman of the Year)
    Cancelling a WOTY Table Creation Date: Oct 24, 2024 Created By: Bridget Fairbanks   1. Click on Tables 2. Select the table and then Click on Edit 3. Click on Related Event Registrations (Seats) 4. Select all 10 seats 5. Click ...

  7. Speaker Agreement - Adding a New Year to the Speaker Agreement Form

    Last Updated: 12/04/2024 in Process Center HBA Website
    Speaker Agreement Form - updating the drop down with the new year Creation Date: Dec 04, 2024 Created By: Bridget Fairbanks   1. Log into Protech. Click on the Advanced Find. Click on the drop down arrow next to Settings  2. Click on S...

  8. 2023 WOTY Survey Summary

    Last Updated: 05/22/2025 in Data Center Events WOTY
    Deck available here: WOTY 2023 Summary.pptx ...

  9. How to Register Someone for an Event in Protech

    Last Updated: 07/21/2025 in Process Center Protech (UX365) Events & Event Registrations
    How to Register Someone for an Event In Protech Creation Date: Jul 21, 2025 Created By: Bridget Fairbanks   1. Click on Contacts 2. In the search field, type the last name, first name of the contact and click enter 3. Double click ...

  10. Invoices - How To Send an Invoice

    Last Updated: 08/11/2025 in Process Center Protech (UX365) Invoices
    How to send an invoice that was already created Note: Each contact should be able to pull their invoices from their HBA accounts. However, if you need to manually send them an invoice for some reason you can follow these steps. Creation...