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Project Management

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This topic contains all activities related to Project Management.

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Live Events

  • 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

  • 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

  • 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
    • Intermediate

  • 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

  • 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