Stages
The stage changes only when someone sets it. You can change it:
- from Status on the room’s Overview tab;
- by dragging a card on the board;
- with Set Stage after selecting rooms in the list;
- by asking Emma.
The list view
The list shows each Bid Room with its name, status, created date, deadline, estimated value and assignee. Use the row menu to:- Edit: opens the Bid Room.
- Archive: hides the room from active work. You can include archived rooms again on the board.
- Delete: removes the room.
The board view
The board groups Bid Rooms into one column per stage. Drag a card to another column to change its stage. To switch between the list and the board, open Display and choose List or Board. In the board view, Display also lets you adjust the board, for example to Include archived rooms, show Only overdue bids, or choose what each card shows. Overdue bids are marked Overdue, so you can spot responses that have slipped past their deadline.Filter and search
1
Search by name
Type into Search bids… to search by name.
2
Use the filter buttons to narrow the list
- Status: one or more stages.
- Deadline: a preset range or Custom.
- Contract value: a Minimum and Maximum.
- Assignee: one or more colleagues.
3
Click Apply
Use Clear to reset a filter.
Inside a Bid Room
Each room has these tabs:- Overview: status, assignees, dates, Emma’s deliverables, activity and comments. See Work overview.
- Requirements: everything the buyer asks for, extracted from their documents. See Requirements.
- Documents: buyer files, working files, your response files and the final package. See Documents and editor.
Ask Emma
Emma can read your Bid Rooms and update them. Changing a status is something she does only when you ask.Ask Emma
Ask Emma