Document requests are used to predefine which documentation should be included in a project. This helps ensure a clear overview of what is has been requested and what is still missing. Requests can involve remains outstanding. These requests can consist of file uploads, documents created from templates directly in the systemLandax, or checklists. They can be configured in a project template or task template. Document requests may be displayed on dashboards or in a dedicated section within the project or task.
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Info: It is also possible to create document requests linked to a project or task type. All projects and tasks using that type will include the corresponding documentation request. |
In the project portal, document requests can be filtered and sorted using gadgets. In the screenshot example below, the requests are organised in a separate sub-dashboard.