Level 2, 65 Berry Street, North Sydney | +61 (02) 8918 1200 | www.blackbaud.com.au v. 2018-07-30 | Page 1 of 2
Success Plan for eTapestry
A resource for eTapestry power users to enable your success
Working through this checklist will help your organisation take full advantage of eTapestry.
Note: Some of your Success Plan may be completed as part of your initial setup.
Name __________________________________ Organisation ____________________________________
Implementation of an accessible, intuitive database with expanded user base Complete Date
Register an account at Blackbaud.com
☐
Access eTapestry database with login provided by Project
Coordinator/Database Admin
☐
Complete Getting Started Wizard accessed via Management
☐
Set up security rights for expanded user base
☐
Apply configuration settings required
☐
Invite other users to eTapestry
☐
Create and share policy document for consistent use of the database to save
within User Manuals
☐
Familiarise yourself with Blackbaud resources Complete Date
Note your Blackbaud Site ID (Site ID: ________)
☐
Invite your colleagues to join Blackbaud.co.uk
☐
Access self-help resources on the Knowledgebase
☐
Provide Blackbaud with updated contact information when staff leave
☐
Sign up to the Community Complete Date
Sign up to Community
☐
Review content and areas of benefit to users
☐
Set up subscriptions and notifications
☐
Use the Ideas Bank to suggest new features you'd like to see within eTapestry
☐
Review Tips and Tricks sections for handy blogs and time savers
☐
Review Resources for walkthroughs, tutorials and guides
☐
Increase User Engagement in Recording and Storing Data Centrally Across the
Organisation
Complete Date
Access and complete training resources for Import
☐
Analyse and collate all data silos into one spreadsheet and import into
eTapestry
☐
Install the eTapestry Outlook integration plugin if applicable
☐
Set Quick and Permanent Defaults for entering data
☐
Personalise eTapestry to suit your own needs Complete Date
Customise layout of your Home page by going to Select Tiles and Layout
☐
Set User Preferences
☐
Customise layout of an Account's Home page by going to Select Tiles and
Layout
☐
