Video Tutorials and Helpful Tips
We will add more videos to this section as they are finished. If you would like to see a guide that is not here, request one!
Filter Options
Learn how to use Basic and Advanced Filter Options.
Topics covered include:
  • Filter by Job
  • Filter by Status
  • Filter by Contact
Creating a New Database
Sometimes, you just feel like starting over.
Backup and Restore Your Data
See how to quickly create a backup of your entire database.
Configure Email Settings
Quick guide on finding the Email Settings in VirtualBoss.
How to Link Tasks
This video will show you how to link tasks using the Task Detail Screen and the Gantt Chart. It also briefly touches on the difference between Task ID's and Task #'s.