Projects

Projects Overview

• What is a Project?
• What Is the Difference Between A Project Owner, Project Creator, and Project Admin?
• Where Do I Navigate Through My Project?
• What Are the Different Project Statuses?
• What Are All the States a Project Entry Can Be In?
• How Do Compliance Answers Map From My Library to Projects?

Creating a Project

• Using Project Plans to Monitor A Project’s Timeline
• How Do I Create a Standard Project?
• Using Source Documents in Projects
• How Do I Import a Project With Multiple Dropdown Options?
• How Do I Import a Standard Project from a Source Document?
• How Do I Create and Organize Project Sections, Subsections, and Entries Within a Project?

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Working on a Project

• How Do I Answer Questions in a Compliance Project?
• How Do I Answer Questions in a Project? Magic, Library Search, Assigning, and More
• How Can I Collaborate While Answering Projects?
• How does Live Collaboration work?
• How Can I Keep Track of My Tasks in a Project?
• Can I Automatically Renumber Project Entries?

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Finishing a Project

• How can I use Content Styles in a Project or Library Entry?
• How Do I Export a Compliance Project?
• How Do I Export a Standard Project?
• What Is Close Loop & How Does It Work?

Managing Projects (Admin)

• How Do I Add Users to a Project?
• Can I Assign Entries by Section and Subsection?
• Can I Assign a Reviewer for a Project Entry?
• How Do I Set Up a Project Template?
• What are Teams and How Are Teams Managed?
• How Can I Keep Track of Users' Project Progress?

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