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How to handle your mission monitoring?

Written by Charlie Troccaz
Updated over 3 weeks ago

Projects > Project card > Deliveries tab

  • Click on the pencil icon to the right of the corresponding Delivery card

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  • You are redirected to an Action card of type "Mission monitoring" where you can enter the report of your monitoring. This action will automatically be recorded in the Actions tabs of the relevant cards (project, resource and client contact cards)

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IMPORTANT!

It is recommended to use this button to handle your project/delivery monitoring because the report will be automatically created in the relevant cards (project, resource and client contact). If you create your monitoring action directly by clicking the "Create Action" button from the Project card, the tool will only create a report in the "Actions" tab of the Project (and not in the other Resource and CRM Contact cards).

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