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Managing SME Responses
Hi all! We are new to Responsive, and we wanted to see how the Responsive community manages responses from subject matter experts. How do you know once a subject matter expert "signs off" on a response, especially if they don't need to change a response that may have already been populated for them (i.e., they are ok with…
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Project Metadata Response Evidence
Our client, Availity, said that when you go to close out a section the metadata that shows where a response came from goes away (I.e. lightbulb icon, etc.). She wants the ability to have that metadata remain so it allows for her to easily tell where the response came from. She also wants the ability to have a way if the…
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Enable Admin to Delete Project Comments (Individually and in Bulk)
I am submitting this enhancement request on behalf of our strategic client Deloitte. Summary: Deloitte’s workflow requires all project-related comments to be deleted once authors complete their first drafts and before projects are assigned to reviewers. The current platform limitations prevent Admin users from performing…
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Redirecting assignments to additional authors (when needed)
Has anyone developed a best practice for redirecting assigned questions to other authors/subject matter experts, when the scope of the assignment is beyond your knowledge as an author?
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Sections w/ help text and descriptions
Currently, when creating a section template, you can only choose to add either Help Text OR a Description, but can we change this to allow for both when needed? This suggestion would help AtkinsRealis with their workflow. They have content they want to include in sections, but they also want to use the Help Text as…
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Enable reordering of out of the box (default) fields within the project's "About" page.
Our customer HPE has requested the ability to reorder the fields on the project's "About" page. Specifically, they are looking to move the "Project Stage" field to the top of the "About" page. The "Project Stage" field needs to frequently be referenced and updated, but with several "custom fields" also appearing on the…
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Projects - Retain Review History After Section is Closed and Reopened
I am submitting this enhancement request on behalf of our strategic client, Microsoft. Request: We request that when a previously closed project section is reopened for edits, the system preserves all historical review data, including the green check marks next to reviewer icons. Current Issue: Reopening a section…
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Projects | Ability to edit a project task from Calendar View (Optum)
Projects are driven by project-level milestones (due dates and tasks). The calendar is the primary source for project owners when planning and managing a project.Today, multiple clicks are required to edit a project level task. As a project manager I would like the ability to edit a project task from the calendar view. The…
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AI backed Auto-Respond/AI Draft
This is a request from Accenture. They are looking for a more advanced way to use AI to search and pair content straight from the library. They've tested AI Draft but want to use it more for its search capabilities and have it default to Q&A responses as they are in the library more often.
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Audit for Repeat Questions in a Client RFI
A customer has repeatedly received RFIs from prospects / clients where the same question is repeated verbatim throughout the document, in one instance up to 15 times. The ability to Audit for Repeat Questions in Projects would easily allow customers like this to ensure each repeat question is responded to in the exact same…
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Projects | Task Name and Time to show in completeness (currently shows as ….) - Optum
The Responsive Projects>Tasks(project tasks)>Calendar view should show complete task properties like full name, time, date, priority, etc. to all the project members and project managers. It will be good if this can be extended to all project task types and not limited to project level tasks.
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To display section name in Discussion tab when commenting on a section description.
When providing comments on a section in the discussion feature, the section name is displayed correctly. However, when commenting on the section description, the section name does not appear, leading to confusion for the customer. So they wanted to know whether there is an option to link the section and section description…
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Projects | Ability to drag and drop project tasks in calendar view (Optum)
As a project owner/manager, they need the ability to drag and drop project due dates using Calendar view so they can quickly change/reassign project dates.
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Projects | Project Tasks to show on the calendar as a ‘bar’ from start to end date (Optum)
The Responsive Projects>Tasks>Calendar view should show project due date ranges as a ‘bar’ or span on the Calendar view (e.g., start date through end date). As a project owner and as other users, I need the ability to see project level due dates as a range in Calendar view so they can quickly review and/or reassign project…
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Projects | Project tasks to display in priority followed by due date/time order (Optum)
The Responsive Projects>Tasks>Calendar view should show project task in priority order followed by date/time due order. For example High Priority Project Tasks show on the very top followed by medium and low priority. The order of precedence is Priority-->Date-->Time
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Filter out auto responded answers
Our client, Ryan Klein, noted that he has an excessive amount of content in the content library. He said that it started with the thought process of the bigger the net the higher percentage chance there will be a match for the next RFP. So in that vein, want as many answers as humanly possible so chance of Responsive…
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New Blog Alert: Scaling proposal management success with limited headcount
Whether you’re part of a small team or managing a larger operation, check out our latest blog where @DeeAnn Powers and @Brian Astman share new ways to approach proposal management in any environment. If you are facing big demands and have limited resources, check out their insights on how they leveraged their unique…
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2024 Academy Staff Picks - Setting Up and Utilizing Audit Answers
✨ Throughout December we’re showcasing standout Academy courses and trainings from 2024, chosen by our team to keep you motivated and ready for 2025! ✨ Today's Feature - Neeraj's Staff Pick… Course: Setting Up and Utilizing Audit Answers 👉️ See how you can get started using Audit Answers HERE 👈️
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Ability to re-assign questions back to author at the question level without reopening entire section
Aristotle Capital requests the ability to move or reassign the question back to the author at the question level instead of reopening the entire section to the author. They dynamically answer questions in a project where some authors finish early and need reviews done while others have different due dates within the same…
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☕ Harvesting Efficiency: Key Insights from Today’s Coffee Chat 🌟
A huge shoutout to everyone who joined us to explore two powerful Project Management features: Audit Answers and Past Project Search! 🚀 🎥 Missed the session? No problem! Catch up with the recording and slides, or dive right into our Academy courses: Audit Answers and Past Project Search—perfect for quick learning on the…
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Project Primary Contact
Hi All, When working on a project, an user would like to have an overview on all the questions. So to do that, I add the user as a Primary Contact in the Project. Although the user can see all the questions, the user is unable to edit it. What shall I do to be able to let the user access to all the questions (and edit it…
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Captrust - (Project Due Date vs. SME Due Date)
Context: As discussed in our meeting today, please see the screenshots of the 'My Work' page below. You'll notice that the final due date appears next to the project, rather than the SME due date. We’d prefer the final due date not to be shown on this page for SMEs. The POC would like to look into the opportunity to remove…
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Visibility into who made the last edit, and when, in the Section view of a Project
This request comes from IMA Financial, and was collected by the AE during their pre-sales process. Client would like to add visibility into who made the last edit and when the last edit was made to the Section and Question screen. Their admins have this visibility currently. Perhaps it could be added as an option for a…
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Feedback for AI Responses - Requested by Akamai
During a demo of Bulk AI, Alison Tanner w/ Akamai Technologies requested the ability to provide feedback to the AI Assistant on each response it generates to train the model for future attempts.