Quick-Start Guide

If you only have five minutes, this section covers the essentials of day-to-day use.

The Five Things to Know

1. Your Dashboard is your starting point. Open it daily and scan the “Ball in My Court” widget first — these are the items waiting on you.
2. Every RFI must have an owner. When you create an RFI you assign it to someone; when you reply you reassign it to the next responsible party.
3. Replies are conversations, not new RFIs. Always reply within the existing thread to keep the full history together.
4. Attach what supports the question. Drawings, specifications, and photos belong on the RFI itself, not in a separate email.
5. Close items promptly. Once a question is fully answered, close the RFI so it does not continue to count against open metrics.

Your First Day Checklist

• Sign in and confirm your profile and notification preferences.
• Open your Dashboard and review the four widgets along the top row.
• Open one existing RFI to see how a thread is structured.
• Create a test RFI in a sandbox or training project (if available) to practise the workflow.
• Bookmark the URL of your project so you can return to it directly.