Shortlist Projects give you the opportunity to manage all your organizations work in one location. From requesting proposals talent to communicating with talent, awarding the project to invoicing and requesting feedback - it can all be done within a single project. Having the information in one location cuts down on unnecessary time spent chasing proposals, emails or invoices, and frees your time for getting the work done!

Your Shortlist implementation specialist or customer success manager will walk you through setting up projects, but here is some basic information to help you get started:

Projects Overview

Adding a New Project

Reviewing Project Proposals

Awarding a Project

Return to the main Implementation Guide

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