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Where your work begins
Get up to date with the latest notifications, jump back into your recent projects, or create a new one. Home is the default navigation tab selected when you login.
In the navigation bar, select Home .
Your most recently modified projects are listed with the newest at the top.
- To view recent projects by status, select Draft, Shared, Approved, Canceled, or Rejected at the top of the screen.
- Each project listed includes its name, associated contacts, due date, dollar amount, and status.
- To get a more detailed view, simply Select your desired project.
- If your project isn’t listed here, select See all projects below.
To initiate a new project, select Create Project in the upper right.
Your notifications will appear on the right side of the home screen.
Possible notifications include:
- When a project has been approved
- When a project has been denied
- When project has been modified
- A project that needs your approval
- Due Dates for Projects and Renewals