How do I view to follow up projects?

Updated on September 13, 2016 03:17AM by Admin

In order to view follow up projects you need to configure “Left panel views” settings in order to show “To Follow Up” in the projects home dashboard.

Steps to view projects to follow up

  1. Log in and access Projects app from your universal navigation menu bar.
  2. Click on “To Follow up” from the left navigation panel.
    to followup
  3. You can view allprojectstobefollow up in the dashboard, which includes:
    • My Follow ups:
      You can view all your follow ups in this dashboard.
      bulkactn my followup
    • My Employees Follow ups:
      You can view all your employees follow ups in this dashboard. Click on Filter icon to select an employee to view follow up projects.
      filter followup
  4. Select project check boxes to perform “Bulk Actions”.
  5. Click on “More Details icon to overview project information.
  6. You can also “Delete” projects from the dashboard.

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