1. Manage Project Close Review Checklists
1. Go to the Top Navigation of the Focus HQ homepage, hover over your ‘Company Name’ then click on the ‘Edit’ icon as shown below.
Once done, you will reach the Company Profile.
2. Within the Company Profile, navigate to the ‘Default Settings’ section then ‘Project Types’. Click the ‘Edit’ icon or the name of the Project Type.
1. Add Benefits to Closed Checklist
1. On the Project Type Settings page, scroll to the ‘Project Checklists’ section then the ‘Benefits > Closed’ list. Click the ‘+ Check’ button to add a Project Benefits to Closed checklist.
2. Fill in the ‘Check Type’, ‘Title’, ‘Description’, and ‘Link’ input fields with the desired data. Make sure that the data in the ‘Check Type’ field is ‘Project Close'. Once complete, click the ‘Add Check’ button.
NOTE: Only 'Manual' checklists can be added.
2. Update Benefits to Closed Checklist
1. On the Project Type Settings page, scroll to the ‘Project Checklists’ section then the ‘Benefits > Closed’ list. Click the ‘Title’ of the Project Benefits to Closed Checklist that you want to update.
2. Once redirected to the Checklist Details page, click the ‘Update’ button.
3. Make changes when necessary. Once complete, click the ‘Update Check’ button to save the changes.
3. Delete Benefits to Closed Checklist
1. On the Project Type Settings page, scroll to the ‘Project Checklists’ section then the ‘Benefits > Closed’ list. Click the Delete ’x’ icon to remove a Benefits to Closed Checklist.
2. A pop up window will appear for confirmation, click the ‘Yes’ button to proceed with the deletion
