12 Questions
What is the purpose of updating project phases?
To keep the project moving forward
What triggers auto tasks in a project?
Specific phases
What can be customized by the organization admin in the vitals tab?
Vital information about the project
What type of information is shown in the details tab?
The organization name and project type
What is the purpose of the settings tab?
To subscribe to activity notifications
What is shown in the activity section?
An activity log for everything that has happened in the project
What does the filter drop-down in the activity section allow users to do?
Filter items by type, status, and creator
Where is new activity created in a project using Filevine?
The right note box
What is the purpose of using the plus at shortcut in a note or task?
To mention anyone on the team
What can be added to notes and tasks in a project?
Documents
How can tasks be created in a project using Filevine?
By using the @ symbol and indicating it as a to-do item with a due date
Can emails be sent from the activity section in Filevine?
No
Study Notes
- Project phases are important and should be updated at the appropriate time to keep the project moving forward.
- Auto tasks are set up to trigger at specific phases and should be kept in mind when updating phases.
- The vitals tab shows vital information about the project and can be customized by the organization admin.
- The details tab shows detailed information about the project such as the organization name and project type.
- The settings tab allows users to decide if they want to be subscribed to activity notifications.
- The activity section shows an activity log for everything that has happened in the project.
- The filter drop-down in the activity section allows users to filter items by type, status, and creator.
- The right note box is where new activity is created, including notes, tasks, and texts.
- Plus at shortcut can be used to mention anyone on the team in a note or task.
- Tags can be added to notes and tasks, and documents can be attached to notes.
- The text explains how to create tasks and send text messages in a project using Filevine.
- To create a task, use the @ symbol and indicate it as a to-do item with a due date.
- Text messages can be sent from the activity section by selecting a contact card and indicating the number to send it from.
- Emails cannot be sent from the activity section, but can be added to a project using a special project email address or an Outlook/Gmail add-on.
- The Project Hub is where all projects can be found and sorted/filter by various criteria.
- Projects can be pinned or unpinned to the top of the list in the Project Hub.
- The Project Hub can also filter projects by role, type, and phase.
- Archived projects can be viewed by checking the "show archived" box.
- The presence of a check mark icon indicates a task in a project.
- Notifications for tasks can be received if personal notifications are turned on.
"Test Your Knowledge of Filevine Project Management Features! Learn about the essential tools and features of Filevine's project management system with this quiz. From updating project phases to creating tasks and sending text messages, this quiz covers everything you need to know to efficiently manage your projects. Test your knowledge and improve your skills with Filevine's project management system by taking this quiz today!"
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