Oppolis Cloud: General help

Upgrading your trial account
This help sheet will guide you on how to upgrade your trial account to one of our Oppolis Cloud subscription plans.
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Accessing the Oppolis Cloud Adobe CC Extension
This help sheet will guide the Creative users on where to access the Oppolis Cloud extension in their Adobe apps.
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Creating a Space from the side panel
This help sheet will guide you on how to create a Space from the side panel.
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Renaming and deleting a Space
This help sheet will guide you on how to rename or delete the Spaces.
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Creating a Project from the side panel
This help sheet will guide you on how to create a Project from the side panel.
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Editing, duplicating and deleting a Project
This help sheet will guide you on how to edit, duplicate and delete a Project in your Oppolis Cloud account.
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Adding details to the Project
This help sheet will guide you on how to add the Project's description, number, deadline and briefing.
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Managing users in multiple Projects
This help sheet will assist you on how to add or remove users, and change a user's role in a Project from the User Management page.
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User roles
This article will help you understand the differences between user roles at a Project level and user roles at the Account level.
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Creating and rearranging a Section
This help sheet will guide you on how to create and rearrange Sections in your Project.
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Renaming, moving and deleting a Section
How to show/hide tasks, rename, move to a different project, add new tasks and jobs and delete a Section.
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Creating a Task in a Project
This help sheet will assist you in creating a Task using the New button and Add new task field within the Project.
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Sending a Proof using the project taskbar
This help sheet will assist you in sending a Proof using the New button in the Project taskbar.
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Sending a Job using the project taskbar
This help sheet will assist you in sending a Job using the New button in the Project taskbar.
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Adding description, assets and comments to tasks
This help sheet will assist you on how to add descriptions, assets and/or comments to your Tasks, Proofs and Jobs.
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Copying a task link to share with users
This help sheet will assist you on where to copy the task link which can be shared directly with the project users.
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Converting a Task into a Proof or a Job
This help sheet will assist you on how to convert an existing Task type into another such as a Proof or a Job.
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Moving, rearranging and deleting a Task
This help sheet will assist you on how to move a task to a different section, delete and rearrange a task within a section.
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Filtering, sorting and searching tasks
This help sheet will guide you on how to filter, sort and search for tasks within your Project.
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Adding or removing users in a project
This help sheet will assist you on how to add or remove users, and change a user's role via options within the Project.
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Marking a Project as a favourite
This help sheet will guide you on how to add a Project as a favourite in your Oppolis Cloud account.
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Managing multiple Projects
This help sheet will assist you on how to update the status of your multiple Projects as well as how to show or hide your Projects from the Project Management page.
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Restoring and permanently deleting your Spaces, Projects and Assets
This help sheet will assist you on how to restore or purge all of your deleted Spaces, Projects and Assets from the Recyle Bin page.
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Managing your licenses
This help sheet will guide you on how to add or remove licenses users, transfer licenses and change user roles in your Oppolis Cloud account.
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Managing your subscription
This help sheet will guide you on how to make changes and upgrade your subscription plan, update your payment method and to cancel your Oppolis Cloud accounts.
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