The Projects module is your central hub for creating, managing, and tracking all project-related information in Stackd. From here, you can create new projects, review key details, organize contacts and documents, and monitor activity and communication in one place.
Filtering the Project List
- Navigate to “Projects”
- Click “Filters” in the top row
- Available filters include:
- Project Manager
- Project Coordinator
- Status
- Current Phase
- Branch
- Schedules of Assurance
- Document(s)
- Received Document(s)
- Design Scope(s)
- Project Tags
- Incomplete IR
- Staff
- Apply filters and select the project you want to open
The Project list can be sorted by the #/Branch, Project, and Client/Contact columns.
Bulk Actions on Project List
- Navigate to “Projects”
- Click “Filters” to narrow the list and identify applicable projects
Filtering by Project Manager and Letters of Assurance is useful when sending correspondence to multiple project primary contacts at once.
- Select applicable projects by using the checkbox in the leftmost column
- Click “# Projects selected” in the top-right corner to open the Bulk Project Actions slide-over panel
- Select the applicable transmittal template and user(s) to CC
Bulk actions send transmittal emails to each project’s primary contact.