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Projects can be drawn as flowcharts in the process module and imported as projects. The projects follow the same structure as processes and sub-processes, where the top-level process becomes the main project and the sub-processes become sub-projects. The boxes in the flowchart represent tasks. It is possible to select which boxes in the flowchart should be imported as tasks in the project.
Project template
Project templates commonly consist of tasks, document requests, and participant requests, although they can also include data from other modules. When setting up a project template, it is useful to begin by identifying which activities the project includes, what documentation is required, and which roles will be needed throughout the project.
Activities
Activities in a project are registered as tasks. Tasks can include information such as the person responsible, the person performing the task, planned start and done dates, due date, status, and notes. Additional configuration options are available; to access these, activate configuration mode while viewing a task form.
Documentation
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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