Project guide
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In the Project guide tab in the Workflow screen in Settings and maintenance, you can design project guides that act as guidelines throughout the projects. A project guide consists of statuses containing follow-ups and documents to guide you through the project. Each project guide is linked to a project type, and the project guide is enabled in the Project screen when the user creates a new project or changes the project type of an existing project, and selects a project type that has a project guide linked to it.
Example
The "Conference" project type may consist of three statuses: Planned, In progress, and Closing. The Planned status may, for example, include the "Planning meeting" follow-up and the "Conference programme" document (a note).