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Activities in a project are registered as tasks. Tasks can include information such as the person responsible, the assigneeperson performing the task, planned start and end done dates, due date, status, and notes. Additional configuration options are available; to access these, activate configuration mode while viewing a task form.
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Documentation may consist of documents and checklists. These can be uploaded continuously during the project or added through document requests. Documents and checklists can also be linked to a project template without being defined as document requests. A document request is a predefined request for documentation. The advantage of using document requests is that you do not need to assess the documentation needs for each individual project—once defined in the template, the requests are duplicated automatically. This makes it easy to track which documentation is required, what has been submitted, and what is missing.
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