With the new AutoRFP.ai Project Overview Dashboard users can now manage and have insight to the progress of ongoing projects. To view the Project Overview, from your Project Editor screen just click on the "Project Overview" tab.
Inside the Project Overview
In the Project Overview you can see and do the following:
Project due dates
AI Draft Rate
Compliance Breakdown
Outstanding Comments
Breakdown of progress by user, sections, or file(s) within the project
Outstanding Responses by status (and user)
Visual Progress Bar for each user, section, file(s)
"Send Reminders" to users for outstanding responses to be edited or reviewed (notifications to come through email / slack / teams
Keyword search and filter for users, sections, files
Navigating Back to the Project Editor
Hover over a user, section, file, response category, compliance, or other button and click to be brought back into the Project Editor with a filtered view applied.
For example if you click on the "60" under "Submitted" for Tom in the screenshot below....
You will be brought back to the Project Editor with a filtered view of Tom's responses that are status "Pending" aka Submitted:
Click "clear" any time to reset your Project Editor view of any filters and continue working on your project.