Collaboration with MarketingPilot

Project Dashboards are the Foundation

• Quickly create collaborative workspaces for each project.
• Save detailed project specifications.
• Track critical dates.
• Store all the files related to each project.
• Track all reviews and approvals for each project.
• Log all project-related email messages.
• Track all project notes.
• Link the original request to the project.
• Store files related to the project in linked folders.
• Track time spend on each project using time slips.
  

Keep Everyone in the Loop

• Automatically alert the team when critical events occur.
• Send reminders and alerts via Email or Text Message.
• Subscribe to files and get alerts when they are changed.
• Route items for review or approval.

Collaborate and Share

• Project dashboard links directly to all project-related information.
• Participate in threaded discussions about documents and projects.
• Review and edit project-related files online.
• Use MarketingPilot Notes, Adobe Acrobat or Microsoft Office for mark-up and review.
• Store all project-related notes on the dashboard for shared access and quick retrieval.

Use Tasks to Track To-do's

• Task dashboards roll-up each user's tasks across projects.
• Set start, due and reminder dates.
• Setup tasks to start when a predecessor is completed.
• Sequence tasks in any order within a project.
• Automatically update project status as tasks are completed.
• Add tasks on-the-fly or use pre-defined best practices workflows.

Protect

• Designate the team for the project. Only team members can access project information.