Foundations of Project Management (Classic)
Jump into this learning path to be guided step by step through the main features related to Project Management.
Project Management (Classic)
This topic contains all activities related to Project Management.
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Overview of Project Details (Classic)
In this course, you'll get an in-depth look at project details and learn how to track important information related to your projects.
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Overview of Project Settings (Classic)
Learn about all the controls and options available at the project level within project settings.
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Introduction to Importing (Classic)
Learn the fundamentals of importing RFXs into RFPIO with a focus on configuring and importing projects.
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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.
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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.
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Introduction to Response Templates (Classic)
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.
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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.
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Answering Questions (Classic)
In this quick video course learn the basics of answering questions within an RFPIO project.
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Assigning Author and Reviewer
In this short video course, learn how to assign authors and reviewers within an RFPIO project.
