Recommendation Tasks

How to create a Recommendation
NOTE: On October 17, 2021, Lifecycle Insights updated the platform to say "Recommendations" instead of "Projects." Lifecycle Insight...
Fri, 7 Jan, 2022 at 1:25 PM
Add Artifacts to a Recommendation
If you want to add support material (such as a quote or scanned notes) to a recommendation, you can do this after you save a recommendation.  Here is a ...
Fri, 10 Dec, 2021 at 9:11 PM
Recommendation Settings
In this article you will learn to set the lifecycle status of Recommendations as Proposed, Planned, In Progress, On Hold, or Completed, in addition to using...
Tue, 14 Dec, 2021 at 12:15 PM
Create Recommendation Templates
If you've already created a Recommendation, you can now save it as a Template This will save the following fields for Recommendation Templates that yo...
Tue, 14 Dec, 2021 at 12:15 PM