Managing RFIs & Tasks

This section presents information on how to manage RFIs and Tasks namely viewing, filtering, sorting, searching, exporting, extending, and other related information.

📄️ Accessing RFIs & Tasks

Learn how to view, search, filter, sort, and other information for RFIs and Tasks.

📄️ Managing RFI from List

Create task from RFI, extend RFI deadline, edit assignee, and copy RFI link.

📄️ Managing Task from List

Edit assignee task and copy task link.

📄️ Exporting RFIs to CSV

Export selected or filtered RFIs (and optional task fields).

📄️ Viewing RFIs on 3D Globe

Visualize RFIs and Task footprints on virtual 3D globe.