Skip to main content
RFPIO University
Project Management
Content Management
Administration
Recorded Trainings
All Topics

All Activities

25 results returned

  • The New Projects Experience

    Learn about RFPIO's New Projects Experience and the important changes and improvements that are now available!

    • Duration 6m
    • Rating 4.8
    • Beginner

  • Foundations of Project Management

    This learning path is our latest guide through the main features related to Project Management. Start here to learn about the entire project lifecycle.

    • Path
    • Duration 1.4h
    • Rating 5.0
    • Beginner

  • Enabling and Managing Intake (Classic)

    Use the intake feature to enable sales and support teams to submit project requests to the RFP team for go/no-go decisions. In this video, learn how to enable, create, customize, and manage intakes.

    • Path
    • Duration 8m
    • Rating 5.0
    • Intermediate

  • Overview of Project Details

    In this course, you'll get an in-depth look at project details and learn how to track important information related to your projects.

    • Path
    • Duration 5m
    • Beginner

  • User Management (Classic)

    Anyone who responds to a prospect, customer, or client in your organization can benefit from RFPIO. Learn how to add new users, manage all users, and take advantage of the out-of-the-box roles.

    • Path
    • Duration 9m
    • Rating 4.0
    • Beginner

  • The New Content Library

    Learn about RFPIO's New Content Library and the important changes and improvements that are now available!

    • Duration 5m
    • Rating 5.0
    • Beginner

  • Introduction to Auto Respond (Classic)

    The more you use Auto Respond, the less you have to complete manually. Learn the steps to setting it up properly, how to run it, best practices for the most effective results, and tips on filtering and review.

    • Path
    • Duration 7m
    • Beginner

  • Assigning Author and Reviewer

    In this short video course, learn how to assign authors and reviewers within an RFPIO project.

    • Path
    • Duration 4m
    • Beginner

  • Project Custom Fields (Classic)

    In this course you'll learn all about project custom fields, how they can be created, the different types, and how they can be used to improve your response process.

    • Path
    • Duration 11m
    • Intermediate

  • Introduction to Section Templates (Classic)

    Section Templates can be vital for an efficient response process.  In this course learn about what section templates are, how to create, leverage, and manage them across the platform.

    • Path
    • Duration 13m
    • Rating 4.7
    • Beginner

  • Foundations of Content Management (Classic)

    Enroll in this learning path and be guided step by step through the foundations of content management in RFPIO. You will learn how to start building, organizing, and maintaining your content for success.

    • Path
    • Duration 1.3h
    • Rating 4.8
    • Beginner

  • RFPIO Foundations

    Each path is purpose-built to help get you and your team up and running in RFPIO quickly and easily. Learn core concepts of the platform step by step.

    • Duration 2.1h
    • Rating 4.7
    • Beginner