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Project Management

Project Management

Manage meetings, issue actions, raise and respond to queries, RFIs and report using the Dashboard.

My Task

How to transfer or pick up a task with your team

How to complete or request the removal or extension of a task?

How to navigate the My Tasks module in obi

Meetings

How to submit a meeting action

How to access the meetings actions log

How to add meeting minutes and actions within the meeting log

How to use the meeting now option within obi®

How to schedule a meeting from obi®

How to set project meeting reminders

How to add and edit a meeting template

How to navigate the meetings module within obi®

How to create or edit a meeting type

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Queries/RFIs

How to generate an Excel export from the queries log in obi®

How to mark all questions within a query as responded to in obi®

How to close a question within a query in obi®

How to raise new queries/RFIs in obi® within the desktop.

How to raise a new question within an existing query in obi®

How to respond to a query within obi®

Explaining the status columns in queries

How to navigate the queries module in obi

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Teams

How to delete a team in obi

How to edit and manage a project team in obi

How to create a team within a project on obi