Overview
The application will send out notifications until the project is marked as complete, canceled, or archived. Often users update the project stage as complete but are frustrated when the system continues to send out notifications.
Since the project status values are fully customizable, the solution is not able to accept an executable action based on those values. As long as the project lies in the current folder under response projects, you will continue to receive notifications.
You must update the project status by the following the workflow below.
Marking Projects as Complete
- Select the project you wish to update.
- Select Menu, and then click Complete Project.
- Select the appropriate time and date for the project to be marked as complete, update the project stage, and notify team members and guests as needed. Select Complete to save your changes.
- You can set up the application to allow Q&A pairs to be saved to your Content Library (see (New UI) Saving Q&A Content to the Content Library from Projects). You can also set up the Content Cleaner to check for potential duplicates automatically before the pairs are saved (see (New UI) Using the Duplicate Content Cleaner in the Content Library).
If you have set up the Content Cleaner to run automatically, a message will appear telling you the check for duplicates will be performed. After the process is complete, you can see all the potential duplicates. They divided into Duplicate Q&A Pairs, Duplicate Questions, and Duplicate Answers. You can select Add to Content Library or Skip adding to Content Library (Recommended) for each category.
If you want to manage the potential duplicates individually, click View Duplicates. They will be listed by category so you can review and respond to each one. Click the Show Content Library Match to see what is currently saved. Click the Add to Content Library toggle to save the item, otherwise it will be skipped. - When you are finished, select Complete Project or Complete and Archive.
After the project is marked Complete, the reporting metrics in the Executive Dashboard will be updated and saved pairs will be added to the Content Library.