Coffee Chat | Navigating Project Workflows Like a Pro

In this coffee chat, we explore effective workflow best practices for project execution. Uncover insights on how Project Primary Contacts can skillfully utilize Responsive tools to amplify the quality and efficiency of project completion. We discuss:

Setting Up a Project Workflow Plan (:48)
An Overview of the Project Section View (2:29)
Tips for Making Assignments + Assignment Flow (9:09)
Main Menu Selections (20:50)
Hamburger Menu Selections (23:13)
Open Q/A (28:39)

navigating-project-workflows-like-a-pro.pdf

Comments? Questions? Queries? Please post them below!

Thanks everyone!

Coffee Chat

projectmanagement

Comments

Donna DeMaria

Can someone please clarify how to enable project notes? It doesn't appear in our hamburger list; I think I heard you say it is included in the standard project and can be enabled. Thanks!

Helene H

Hi @Donna DeMaria! Project Notes are a free feature, but it needs to be enabled by the Support Team. You can email them to enable it! If you'd like to learn more, I've also linked the help article which goes over the set up and implementation. Let me know if you have any additional questions!

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