General Project Info
Project stages, statuses, milestones and the settings that apply to every project.
31 articles
- What are Project Stages, how do I update them, and why are they important?
- What are Quick Links and how do I use them?
- How do I edit and manage my Quick Links?
- What is the Available Tools section on the Project Overview page?
- What is the Project Status and how do I update it
- What are Project Milestones, why should I use them, and how do I edit them?
- What is the Project Team feature?
- Where do I find the Project Team tab?
- How are users automatically added to the Project Team?
- Can I add a user to the Project Team manually?
- How are Companies automatically added to the Project Team?
- Can I add a Company to the Project Team manually?
- When are users removed from the Project Team?
- When are companies removed from the Project Team?
- What is the difference between users on the Project Team and users with project access?
- What is a Project Team Role and is it required?
- What information is shown for each company on the Project Team?
- Will Project Team members show up anywhere else in the platform?
- I have a large workspace with many users. Will they all show up on the Project Team tab?
- Can I use the Project Team tab to set up my contractors for easy reference?
- Setting Up and Managing Your Property Data
- What sources do you use to provide the Property Data?
- What types of datapoints do you provide about property Owners?
- What types of datapoints do you provide for our property?
- What sources do you use to provide Owner Information?
- Where can I find the Owner info in the software?
- What is the Seller Motivation Matrix?
- How do I track lead details on the Owner Data page?