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Produced by Virage Group

Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
/Collaborate on projects
Collaborate on projects
/Create a new exchange
Create a new exchange
Create a new exchange

Create a new exchange

There are several ways to create anexchange , either as a single project or as part of a multi-project project:

  • With anexchange template
  • No template

With anexchange template

  1. Go to the relevant project.
  2. Click on the theme ExchangesExchanges.
  3. Click on Add.
  4. 🚩
    At this stage, if no list is displayed, you either don't have a template or you don't have access to one.
  5. Select anexchange template from the list.
  6. The creation form is displayed with all the elements modelled by the template.

  7. Enterexchange properties (subject, project,exchange type...).
  8. Enter members such as the sender (the user who created theexchange by default) or participants.
  9. Enter the message.
  10. Add additional fields if required.
  11. RegisterRegister, Share exchange by mail or Apply modifications made to theexchange.
✅

Theexchange is created and you are redirected to the exchange list.

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No template

Without template , operation is the same, simply select No template.

As a result, only the elements required to create theexchange will be available in the Project MonitorProject Monitor.

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