Foundations of Project Management
Jump into this learning path to be guided step by step through the main features related to Project Management.
This topic contains all activities related to Project Management.
Jump into this learning path to be guided step by step through the main features related to Project Management.
In this course, you'll get an in-depth look at project detailsĀ and learn how to track important information related to your projects.
Learn about all the controls and options availableĀ at the project level within project settings.
Learn the fundamentals of importing RFXs into RFPIO with a focus on configuring and importing projects.
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.
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.
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.
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.
In this quick video course learn the basics of answering questions within an RFPIO project.
In this short video course, learn how to assign authors and reviewers within an RFPIO project.