Project Management Overview – Core Users
Projects are documents that are requested for completion such as Request for Proposal, Request for Information, Due Diligence, Security Questionnaire, etc. Follow the below instructions to create and manage a new project.
The Projects grid provides all Active, Completed, and Overdue projects; at-a-glance. Each project follows a specific workflow with pre-defined steps defined by the Project Settings Administrator. All project details, related tasks, teammates, documents and corresponding collaboration are housed in the centralized Project Details view which can be accessed by clicking on the hyperlinked title of the project.
