How can we improve RFP365?

Task Administration - Tasks / Questions Open by User

I would be good to see the open questions by user and RFP. For example, a project owner would like to click through to see which specific questions have been assigned to a user and remain unanswered. The intent is to allow a business owner to quickly close the gaps by user (e.g., with an email).

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    Dean Shaddock shared this idea  ·   ·  Admin →
    completed  ·  AdminDavid Hulsen (Client Success, RFP365) responded  · 

    This should be complete now, per a minor release last week. The filter inside the Proposal allows you to filter down on specific users or statuses. You’ll see the progress indicator along the left-hand section navigation update also based on that filter.

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      • dc commented  · 

        It is very important for the end user to be able to assign a name for each response to be able to track who the expert is that is providing an answer. This functionality existed previously and was removed in a newer release. Can you tell me if this functionality will be re addressed in a release update, and if not, how are the end users tracking 'the expert' providing the answer?

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