We have created several tutorial videos, designed to give you a quick overview and demonstration of the tools and features available in your Cordell Connect account. These videos allow you to learn at your own pace at a time convenient to you and aim to ensure you are maximising the full benefits of your subscription.
In this section, you'll find essential information and accompanying tutorial videos that guide you through some of the main activities you’ll complete within Cordell Connect, ensuring you are maximising the full benefits of your subscription. For more in depth training options, please click here.
Track a project’s progress from early planning through to construction stage. Filter into straightforward categories so that every project you see has relevance to you – whether it is by:
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Territory
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Type of construction
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Project stage
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Value or some other criteria.
Learn how to qualify and identify construction projects using filters in the following video:
To monitor specificprojects or companies, you can mark them as active. This will flag them for easy access via the homepage or the top navigation menu. Here's how you can do it:
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Tick the checkboxes next to the desired projects or companies.
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Click the "Make Active" button.
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Access active items via the homepage or the top navigation menu.
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To remove items, click the "Make Inactive" button.
For more detailed instructions and visual guides, refer to the resources on managing active projects and companies. Watch this 2-minute video to learn how to activate projects in your account and prioritise key tasks.
Cordell Connect allows users to create notes, tasks, and email alerts in their account to stay on top of important projects, including the ability to:
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Create notes to keep track of project details.
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Set tasks to manage your to-do list and deadlines.
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Configure email alerts to receive notifications about project updates.
For more detailed instructions and visual guides, watch the short video below to learn how to effectively use these features in your account.
In Cordell Connect, you can export data from a single project or multiple projects. Data can be exported from a project detail page or a search results page.
Like exporting project data, you can generate a PDF report for a single project or multiple projects. There are two main reports you may produce for each scenario:
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Project List Report
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Project Detail Report
For more detailed instructions, watch the video below to learn how to generate reports and customise your settings to improve the way data is accessed and shared across all account holders.