Lesson 1: Requirements hub

Keep on top of your work in progress

Mike Avery avatar
Written by Mike Avery
Updated over a week ago


Handling multiple jobs at one time can be difficult and hard to keep on top of, our requirements hub allows you to keep each job up-to-date with just a simple drag and drop.

Requirements board

The board view allows you to easily arrange your jobs as they progress through their life cycle. Simply drag and drop the relevant requirement to the next stage that represents where they are at in their search.

Quick view requirements

Click in and out of any requirement to view the details, see/update the matches, review latest inbound match requests and store your latest update.

Filter & export

If you have lots of jobs on the go then utilise the filters to cut by teammate owner, source of enquiry or search directly for the clients name.

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