Coffee Chat | Winning Time: A Guide to Project Wrap

al

Once you've completed your responses, it's crucial to understand how to wrap up a project successfully. In this Coffee Chat, we delve into a comprehensive project checklist designed to ensure the effective completion of your project. We cover:

• Performing a final Audit to ensure sections, tasks, and clarifications are completed before export (:33)
• Options for exporting your Project (4:30)
• Importance of marking your Project as Complete, Archiving, and updating the Project Stage (12:18)
• Enabling Project Duplicate Check to streamline your Content Organization (22:00)
• We answer clients questions regarding updating the stage of an archived project, considerations for SFDC/Hubspot Integrations, and more during Q/As at (17:24) and (23:22)

Let's continue the conversation regarding completing Projects within Responsive within the Community!

winning-time-guide-to-project-wrap.pdf

al

There were some excellent questions from the session today:

1. Is there a way to check if there are duplicate questions in the RFP? Not at the moment, although this would be an excellent enhancement request!
2. Do I need to unarchive a project to change the project status? Nope. All you have to do is find the project you'd like to edit in your Archived folder, click on the three-dot menu to the right of the project name, and choose Project Details. From there you can edit the Project Status.
3. Am I able to edit the project status for an archived project from one of your CRM integrations (HubSpot, SFDC, etc.)? If you're trying to edit the project status from one of the integrations then you have to unarchive the project first.
4. Is it possible to set up an Auto Archive for my projects after they're marked as completed? This currently isn't possible, although would be a great product enhancement request.