Getting started with CorasWorks

New to CorasWorks?  Let us help you or your employees get started by learning what’s available and what’s possible from CorasWorks.  Anyone who manages a site, builds applications, or owns a business process should have this information.

Below is a collection of links to previous blog posts and videos to help guide you on your path to success.

What does CorasWorks do?  An overview of CorasWorks and apps on SharePoint (Blog/Video).

    • The CorasWorks Cure for Average Joe (Blog/Video)

It can be as simple as 1…2…3 -  Using CorasWorks Widgets (Video)

It can be as sophisticated as a complete application:

      • Buy it- examples of preconfigured applications from CorasWorks:
      • Build it - an example of a processed based application:
        • Getting Things Done application example (Blog/Video)
      • Have us build it with you or for you:
        • An Interview with CorasWorks Professional Services (Blog/Video)

Learn the CorasWorks software - The education and training options (Blog/Video)

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Education Options: Prescriptive, Ad Hoc, Shoulder-to-Shoulder

The old adage ”one size doesn’t fit all” certainly applies to CorasWorks training.   It’s important to understand various delivery options in order to select the one that best meets your needs.  We try to simplify the many choices by breaking them down into three categories:

  1. Prescriptive -  Do you need a structured curriculum that includes a clear path and instructor facilitation?  The CorasWorks prescriptive options are best represented by our Distance Learning, Self-Paced Training, and Instructor-Led Onsite training.
  2.  Ad Hoc -  The self-service approach via ad-hoc learning can take a variety of forms.  Hopefully you’re learning through our various blog posts like From the Classroom, however other ad hoc choices include our community forums, the Platform Learning Center, documentation, or even CorasWorks support (
  3. Shoulder-to-Shoulder learning is a process that transfers knowledge between CorasWorks Professional Services (PS) and our customers via an active engagement.  The goal of our PS team is to not simply do the work for you, but to also help you understand the capabilities and techniques they used to get you there.  This approach enables you to better support the solutions and address future needs.

Whether you’re time constrained, resource constrained, or budget constrained, you should always have learning options to meet your unique and/or changing requirements.  Feel free to discuss your particular needs with our training staff by contacting us at or (703) 797-1881 ext. 110.

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The Application Cure for Average Joe

Students attending CorasWorks training are often looking for a solution to address common business process needs. Maybe you have one or more average Joes in your organization that you could help out. Have a view of the video below providing the application cure for average Joe’s inefficient business process disorder.


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Applications 101 – Building apps on SharePoint with CorasWorks

In previous posts I shared an application example that I built in less than two days, showing a demo of the app, then a quick look behind the scenes.  In the Applications 101 tutorial below, I take students from beginning to end, including:

  • About the application example
  • About the builder
  • About the SharePoint challenge
  • Solution demonstration
  • A look behind the scenes
  • A few other application examples
  • Next Steps

This tutorial was created to orient new users to CorasWorks on that “whats” and “whys” of CorasWorks.  A deeper dive is available via CorasWorks distance learning or self-paced training.  Contact for more information.

Remember the options in the video player allowing you to view the video in full screen, access the Table of Contents, and adjust the volume.

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What does CorasWorks do?

As much as I’d like to think that everyone knows what CorasWorks does, that’s not the case.  I was reminded of this the other day when my 9 year old entered my office and said “dad, what is it that you do again?”  Well, we do applications on SharePoint, and here’s a short piece to help further answer the question.

Our application development platform can help you:

  • quickly and easily extend and enhance existing SharePoint sites or apps (drop-and-go Widgets),
  • snap together light applications with speed and ease (wizard driven configurations), or
  • build and maintain sophisticated apps on your own or with the help of CorasWorks Professional Services (advanced components and solution architecture).

Our training team is here to help provide guidance on the education front, or point you in the right direction if you’d like to speak with other folks within the organization.  Just drop us a line at or call 866-580-3115 ext 110.


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Behind the scenes of an application build

Below is a quick walk-through (less than 12 minutes) of how I snapped together my Getting Things Done application using the CorasWorks software on Microsoft SharePoint.  Remember, I’m not a programmer or developer.  If anything I could be called a “power user.”

If you missed my demo you can go back to my “Getting Things Done – App in Less than 2 Days” post.

For better viewing use the fullscreen mode by clicking the icon in the player controls.

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Why the new self-paced essentials training?

With the recent release of the CorasWorks Essentials Self-Paced Training our customers now have an alternative to classroom training and distance learning.

  • It’s Fast – The same content typically delivered over 2 days onsite, or 2 weeks in distance learning, has been condensed into 9 modules, with more than 50 lessons, in a little over 6 hours total of flash video.
  • It’s Easy - The just-in-time delivery via the CorasWorks learning center means easy access for users, and the electronic table of contents lets them drill down to desired topics within specific modules.
  • It’s Complete - We’ll take you from SharePoint 2010 basics, to the CorasWorks basics, to building a process based application, to extending sites and applications.

A summary of the modules’ learning objectives below provides a self-assessment of sorts; simply ask yourself, end users, power users, business analysts, and developers “do you know…”

Next Steps…

For pricing information email or

After you complete the essentials training it’ll be time to put your knowledge to work.  Here are some suggestions:

  • Do a lunch-and-learn or in-house training session to educate your end users and power users on the capabilities and possibilities of the CorasWorks software.  Feel free to contact for assistance with the content.
  • Identify Application Candidates by looking at your custom development backlog or user request.  You can use a CorasWorks solution consultant as a sounding board for ideas and direction, or formally engage CorasWorks professional services for a short-term or long-term engagement.  Email and we’ll point you in the right direction.
  • Take the next training step and learn the CorasWorks  advanced components via a 2 day onsite training.  Let us know if you’d like more information, including a course outline, by contacting

Here’s a short video overview (use the fullscreen option after clicking play):

Module 1:  SharePoint 2010 Basics

  1. The basic SharePoint knowledge needed to get value from the platform and CorasWorks.
  2. How to easily access information via SharePoint.
  3. How to work with the SharePoint Ribbon.
  4. How to Customize the navigation.
  5. How to modify a page layout.
  6. How to create new web pages.
  7. How to modify and customize views of information.
  8. How to modify lists with customized columns.
  9. How to create new lists and libraries.
  10. How to add web parts to a page.
  11. How to add pictures to a site.
  12. How to add and modify content.
  13. How to drive business process.

Module 2:  Enabling End Users

  1. How to make end user more productive and self-reliant.
  2. How to get where you need to go using CorasWorks Menu Navigation.
  3. Working with the three CorasWorks Data Displays: Grids, Calendars, and Charts.
  4. How  to use CorasWorks Actions  – doing what you need to do with information.
  5. An introduction to End User Tips – Enabling the End User.

Module 3:  Empowering Site Owners

  1. How your Site Owners can get more from basic SharePoint.
  2. What are CorasWorks Widgets?
  3. How to  add CorasWorks Widget to an existing site.
  4. How to create new SharePoint pages for Widgets.
  5. How to apply and work with a Task Management Widget.
  6. How to connect  to pages and widgets by adding links to the SharePoint Top Link Bar.
  7. How to do on-the-fly customizations to data displays.
  8. How to export information from a CorasWorks display to Excel, PDF, TXT, or Word format.
  9. How to apply and work with a Calendar Management Widget.
  10. How to apply a Tasks by Status Chart Widget.

Module 4:  Configuring Data Displays

  1. How to create color coded calendars.
  2. How to aggregate, or roll up data, from different sites or site collections.
  3. How to create multiple views within a single display.
  4. How to filter data for a targeted data return.
  5. How to save a modified widget to the web part gallery.
  6. How to apply default actions.
  7. How to create a new view using a CorasWorks default view.
  8. How to create a web part pages library and new Web Part Pages for displays.
  9. How do configure the CorasWorks grid display.
  10. How to create a new view using the custom view settings.
  11. How to apply icons to menu choices for an application look and feel.
  12. How to create different types of chart displays.

Module 5:  Taking Action

  1. How to modify default actions.
  2. How to create an Actions Library.
  3. How to remove default actions and apply custom actions.
  4. How to configure a new, custom action.
  5. How to configure and use the Create List Item action type.
  6. How to configure and use the Email action type.
  7. How to configure and use the Modify List Item action type.
  8. How to configure and use the Edit List Item action type.
  9. How to configure and use the Delete List Item action type.

Module 6:  Managing Business Process

  1. How to bring CorasWorks data displays and actions together to drive business process.
  2. How to create stage gates to manage levels of review and approval.
  3. How to configure the CorasWorks Starter Template.
  4. The role of the data structure in managing a process, and the implications of changing the structure.
  5. How to use complex filters for targeted data return.
  6. How to conditionally format items to provide color codes in a grid display.
  7. How to configure actions to move items forward (approve or resubmit), backward (rework), or stop items in the process (reject).

Module 7:  Distributing Components and Distributing Processes

  1. How to configure CorasWorks displays and actions for importing/exporting or adding to the Web Part Gallery.
  2. How to initiate a request, or kick-off a process, from another site or site collection.
  3. How to distribute stage gates, or the displays and actions related to a stage in a process, to one or more sites where the reviewers are working.
  4. How to create and use CorasWorks Global Variables for ease of configuration and management.
  5. How to configure and reference CorasWorks Central Views -  when you need a single display in many sites, for user consistency and builder maintainability.

Module 8:  Extending and Enhancing Sites and Applications

  1. How to Copy a Central View as a Local View.
  2. How to Create Chained Actions and Publisher Actions.
  3. How to use the Timer Activation and List Activation wizards to automate the execution of actions.
  4. How to use Global Navigation for a consistent user experience across sites and site collections.
  5. How to use Tree Navigation for better administration.

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Getting Things Done – App in Less than 2 Days








Grab a beverage, kick back, relax, and click on the video link below to see a demo of my Getting Things Done application.   If you love David Allen and GTD you should love this app.

Even if you’re not interested in a personal productivity or work management application, the demonstration is a great example of what’s possible in a short period of time using CorasWorks.

Thanks for watching.

TIP -  See the video in fillscreen by clicking the icon from the player controls.

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Who Needs Some SharePoint Basics?

Tag, you’re it; you are now a SharePoint Site Owner.  Or, Congratulations, you just inherited a SharePoint site.  There are many different ways of becoming a new Site Owner, but the honor doesn’t always come with orientation, a guide book, or instructions.   So what are you really the proud owner of, what does the responsibility include, and what can you do with your new powers?

I created the video below to help provide some guidance and give you a jump start with some SharePoint basics.  Knowing the basics is also important so you can get the most from CorasWorks.  In less than an hour we’re only able to scratch the surface, but I’ll get you to the starting line on the road to success with SharePoint and CorasWorks.   

The list below provides an overview of the lesson objectives and the video includes a table of contents for easy navigation.  Be sure to share it with others in a similar situation or provide feedback to  

  • The definitions for key SharePoint terms
  • How to easily access information
  • How to work with the SharePoint Ribbon
  • How to customize the navigation
  • How to modify a page layout
  • How to create new web pages
  • How to modify and customize views of information
  • How to modify lists with customized columns
  • How to create new lists and libraries
  • How to add web parts to a page
  • How to add pictures to a site
  • How to add and modify content
  • How to drive business process

Tips for viewing the video:  Placing your cursor over the bottom of the player displays controls to pause, increase/decrease volume, or view in full screen mode.  Use the video’s table of contents to navigate to specific topics of interest.  Clicking outside the video area collapses the table of contents.

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Celebrate the Release of v11.2

Come join us and your fellow CorasWorks customers for the celebration of our latest release – CorasWorks v11.2.

Learn about the many new features and improvements that will help rock your SharePoint world – not to mention make you and your organization more productive, make life easier, and do it all faster and better than before.

In the video below, our COO Dan Naselius takes you on a tour of what’s new in the release, he shows v11.2 in action, and shares the whys and hows v11.2 will make a difference. Topics found in the video navigation include the following (note the product has to be fast to get through all this content in less than an hour):

  • Agenda
  • Goals of v11.2
    • Faster and Easier
    • What is v11.2
    • What are Widgets
    • Customer Roles
  • Basic Component Demo
    • The Site Owner
    • Adding a Widget
    • My Work Widget
    • End User Enablement
    • Reporting
    • Multiple Displays per Page
    • Fine Tuning a Widget
    • Reuse and the Gallery
    • New – Default Views and Actions
    • Adding Default Actions
    • Making Changes Made Easy
    • Summary of Basic Components
  • Managed Metadata Services
  • Advanced Component Overview
    • New – XML Editor
    • Visualize CorasWorks
  • New Help System
  • Improved Learning Center Access
  • Ongoing Education
  • Summary
  • Product Roadmap
  • Questions and Answers

Tips for viewing the video:  Hovering your mouse over the bottom of the player provides controls to pause, increase/decrease volume, or view in full screen mode.  Use the video’s table of contents to navigate to specific topics of interest.  Clicking outside the video area collapses the table of contents.

I’ll have the CorasWorks Essentials training updated for the May class to include the new features, so visit our website at to register for training.


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