Pipeline Checklists

1.0 Navigating to Pipeline Checklist
1. Navigating to Pipeline Checklist To navigate to the ‘Project Closeout Checklist’ section, open Project Focus HQ tool using this link: https://app.pr...
Tue, 24 Nov, 2020 at 5:28 PM
1.1 Adding an Opportunity Pipeline Checklist
1. Adding an Opportunity Pipeline Checklist  1. In the Pipeline Checklist section, click the + Check button in the Opportunity section.   2. In the Ch...
Tue, 24 Nov, 2020 at 5:28 PM
1.2 Adding an Approved Opportunity Pipeline Checklist
1. Adding an Approved Opportunity Pipeline Checklist  1. In the Pipeline Checklist section, click the + Check button in the Approved Opportunity section...
Tue, 24 Nov, 2020 at 5:28 PM
2.1 Update A Pipeline Opportunity Checklist
1. Update A Pipeline Opportunity Checklist  1. In the Opportunity category under Pipeline Checklist section, click the name of the checklist you wish to...
Tue, 24 Nov, 2020 at 5:29 PM
2.2 Update A Pipeline Approved Opportunity Checklist
1. Update A Pipeline Approved Opportunity Checklist  1. In the Approved Opportunity category under Pipeline Checklist section, click the name of the che...
Tue, 24 Nov, 2020 at 5:30 PM
3.0 Deleting A Pipeline Checklist
1. Deleting A Pipeline Checklist Navigate to the Pipeline Checklist section, open Project Focus HQ tool using this link: https://app.projectfocushq.com/ac...
Tue, 24 Nov, 2020 at 5:31 PM