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Translation
Client : Revinate Use Case: Question level translation Idea: Sometimes when questionnaires are done in a different language for ex German with a different team in another region, they do require expertise from team members in AMERICAS where questions are assigned to them to complete. The SME in Americas do not speak that…
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Congratulations on earning your Project Management Certification!
June is Certification Month, so help us celebrate the following Responsive users for earning their Project Management Certifications and cool new badges: @Brittany Olson @Jill Polanycia and @Megan Gilden
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Has anyone used the 'Setting Up and Using Partner Companies' option?
Hi all! The company I work for has recently acquired a business that also uses Responsive as its content management platform. There's a lot of content that we now need to transfer over and I saw that Responsive has an option to share content across companies. Our initial thought was to extract all data and do a large data…
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Customising the section progress & task view
Add more columns on the board view to have more stages per an org's requirement. Have a Kanban view for the task lists (where we have Gantt chart view) so that we can see tasks as they go across stages.
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Enhance the Project Document stagging tool
One challenge I've noticed when speaking with Government Contractors is that they often receive a large number of documents that all describe different aspects of the job and/or how they are supposed to present their response, and organizing all of those documents gets complicated. CorrDyn is a client that recently chose…
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How to Mange/Set Up Two Separate Stages of One Project
We’ve encountered a situation that we’re not sure how to handle, and I'm wondering how others handle similar situations. We completed and RFP for ABC Client a while back, for which were qualified as finalists. Now ABC Client has reached out with an RFQ for the same project, requesting pricing and related info for the…
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Unpin Images in the responses similar to attached documents.
Client : Adenza The content library of Adenza is designed in a way, where the responses have screenshots which are actually attached with the responses. When this QA is used in a project which is an Excel, the export looks good but if it is a Word RFP, the attached image needs to be displayed as the actual image instead of…
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Clickable "More Options" to retain the entered email ID to "Manage Users" tab in the right pane.
Daria from Securiguard has brought up an issue regarding the retention of entered email IDs in the Author/Reviewer assignment at the question level. Specifically, the IDs are not preserved when clicking on the 'More Options' button with the 'Manage Users' tab open in the right pane.…
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Coffee Chat | Foundations for Project Success
Project Settings allow Admins to customize Responsive to fit the workflow that works best for their teams. In this Coffee Chat, we will cover best practices for managing your settings at the organization level, as well as at the individual project level. We discuss: Project Settings at the Organizational Level (2:18)…
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Way to do a global search in all documents of all projects
The client Konica Minolta Business Solutions Nederland BV requesting a feature to do a global search in all documents of all projects. The use case is that he is currently working on 16 projects and he loses track of what is what. He wanted to look at one of the 16 projects where a prospect had a very specific question,…
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Que and notify later for comments
In our workflow, the proposal team builds answers out in the project space and assigns authors. However, we do not release those Q&As to SME authors until the entire questionnaire is prepopulated by us. Because authors are not receiving them just yet, if we leave comments in the comment tool, those comments will be sent to…
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Adding page length to responses
More and more responses are requiring responses to be certain page lengths. However, you can't determine how many pages there may be until exporting the content. I would like to suggest that in addition to word and character count, we include a page length counter in order to make sure responses stay within the page length.
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Coffee Chat | Best of 2023 Product Enhancements
In this Coffee Chat, we explore the top features from 2023 and learn effective ways to optimize them in your workflow. We cover: Archive Content (:54) Compare + Merge (4:16) Content Reference Tags (7:01) Custom Flags (12:00) Import Automation (15:54) Project Duplicate Check (17:55) Audit Answers *Must be enabled by your…
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Coffee Chat | Winning Time: A Guide to Project Wrap
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…
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Update or edit the file from the project templates
Unable to directly edit/ update the templates found within the project templates. The client needs the ability to update any source file if the project has been saved as "Project templates" Currently the option is available only on the project side. However, once we click on the "View Import Configuration" from the…
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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…