ON HOME PAGE
- Check out the list of existing projects,
- select to fill in New Project information and
If necessary, you may add new project types under Settings/ PROJECT/Project Type/Create Type.
Also, you may add new project pipelines under Settings/ PROJECT/Project Pipeline/Add.
On the Projects List page, select a project by clicking on the respective name.
Default quick workflow stage check buttons:
- Select to check different stages of the project.
- You may add a new stage to workflow under Settings/PROJECT/Project Pipeline/Stages/Add Stage.
- You may add new activities to each stage by clicking on
- RunSensible offers to send questionnaires to your contacts. To create questionnaires, go to Settings/PROJECTS/ Questionnaire
- Likewise, you may add contract forms in RunSensible. Go to Settings/PROJECTS/ Contract