MM Pre-recorded Question and Answer (Q & A) Session - Progress Items & Lists
We are delighted to share our second MM Pre-recorded Question & Answer Session with Janet and one of our MM Trainers, Ebony Makwana. In this session, Ebony takes us through MM Progress Items and Lists, demonstrating how they interact with the Snapshot feature and outlining the range of ways you can customise Progress items or complete Progress List templates. The session runs for just over 30 minutes.
Please find the time marks below for particular topics discussed in the Q&A.
1:05 Progress Items & Lists - Where to start?
3:01 Snapshot and Progress Items
4:20 Adding a Standard Template Progress List
9:33 Assigning the responsible person
10:19 Staff details
11:22 Setting due dates for doc's & activities
12:16 Setting due dates for more than one doc
13:09 Due dates and the Tasks in Snapshot
13:36 Setting the date range for your Snapshot
14:47 Creating a one-off progress item
16:11 RFI's and progress items
17:05 Customising a progress item
22:12 Setting due date using date calculation
23:20 Further Customisation options
24:11 Editing Progress Items in bulk
27:08 Customising the list exporting to Excel
30:25 Importing customised Progress Items
MM User Manual links
In the April Q & A session, we will be discussing ways you can encourage your clients to use MM's Secure Client Portal and the Web Questionnaires.