Share Projects
When viewing Project invitations or Projects on the Noticeboard, it would be good to have an option that allows me to share the project with other Users at my company. This will allow me to better communicate with members of my Estimating team.
Gavin
shared this idea
To share projects within your team/company, simply add it to your Watchlist by marking the project as “Interested”. All users of a team share the same Watchlist.
If you find that adding to your watchlist doesn’t allow your other team members to see the project, please check to make sure that you are both on the same team account. Sometimes people mistakingly create a new team instead of joining an existing one.
If you’re not sure, get in touch with our support team, they’re always happy to help.
-
Christine
commented
it would be good to have a shared viewing with the Project invitations as I work with another colleague on these projects.
-
Brendan Stead
commented
Not sure if this is the same idea or not - but our organisation really needs one shared 'Invitation' panel and one shared 'Watchlist' panel for the whole team.
This would allow all existing users to see what other users have flagged or quoted on.
As it is we have different lists and often duplicate our searches. -
Justin
commented
As a user of CRM I think this is a great idea.
This will enable all trades of our company to filter and select tenders that are useful to them, however there would need to be more clarification for select trade so there isn't a buck load of irrelevant tenders being added to our in house systems.
-
Hi Gavin, thanks for posting this suggestion. Just so I'm clear, are you wanting to share this information with people in your office that aren't on your EstimateOne account? If so, what information - and in what format - would they like to view this information? Thanks, Gilad