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RFPIO University
Project Management
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24 results returned

  • Foundations of Project Management

    Jump into this learning path to be guided step by step through the main features related to Project Management.

    • Path
    • Duration 55m
    • Rating 5.0
    • Beginner

  • Foundations of Content Management

    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

  • Introduction to Section Templates

    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

  • Introduction to Response Templates

    Welcome to RFPIO's course on Response Templates. Here you will get an overview of Response Templates, how they are used, and how to create a basic template for your organization.

    • Path
    • Duration 14m
    • Intermediate

  • Introduction to Importing

    Learn the fundamentals of importing RFXs into RFPIO with a focus on configuring and importing projects.

    • Path
    • Duration 18m
    • Rating 5.0
    • Beginner

  • Project Custom Fields

    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

  • Answering Questions

    In this quick video course learn the basics of answering questions within an RFPIO project.

    • Path
    • Duration 5m
    • 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

  • Answer Library Advanced Search

    In this quick video course, learn how to utilize the advanced search tool within the Answer Library.

    • Path
    • Duration 4m
    • Beginner

  • Overview of Project Settings

    Learn about all the controls and options available at the project level within project settings.

    • Path
    • Duration 7m
    • Rating 4.0
    • Beginner

  • 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

    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

  • Enabling and Managing Intake

    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

  • Introduction to Auto Respond

    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

  • The New Projects Experience

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

    • Duration 6m
    • Rating 4.3
    • Beginner

  • Foundations of Project Management (New UI)

    Jump into this learning path to be guided step by step through the main features related to Project Management in the New Projects experience. 

    • Path
    • Duration 55m
    • Rating 5.0
    • 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

  • Foundations of Content Management (New UI)

    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

  • Introduction to Response Templates (New UI)

    Welcome to RFPIO's course on Response Templates. Here you will get an overview of Response Templates, how they are used, and how to create a basic template for your organization.

    • Path
    • Duration 14m
    • Intermediate