Ideas

Project Workflow Checklist/Reporting

This will ensure Projects are completely and correctly filled out.

Reporting on the following: 

1. Were (attachments) files added to a project under the internal tab, (tied/assigned to specific users. Who added the file?) 
2.. Was Comp Data added? 

  • Guest
  • Aug 18 2018
  • Planned
  • Attach files
  • Alison Buck commented
    May 10, 2023 19:46

    Agreed! This would be like a Project Management Tool. On the Offer and Close stage of the project, Customization would be a huge add - for example, once the finalist candidate is moved to Placed status, our goal is to have the project team disengage any "runner up" candidates and also move them to Released status, rather than them sitting at Finalist or Candidate status indefinitely. We would like to know if there's a way to send a reminder via the system? through In App Alert, Mail Alert, and/or Desktop alert.