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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.
Sections and dashboards
Sections are used to display the content of a project. The content is presented in a dashboard. Both sections and dashboards can be edited and customised to suit your company’s preferences.
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.
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