Accessing Project Management

Updated 

Overview

Project Management allows you to manage and collaborate on your projects and campaigns more efficiently. You can group your Projects together under Portfolios, create Sub-Projects, Tasks, and Sub-Tasks, add collaborators, and view analytics and insights for each of your Projects.

Navigating to Project Management and Collaboration

1. Click the New Page button.

2. Under Sprinklr Marketing, select the Marketing tab and then click Project Management from the list of Persona Apps.

 

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3. You will be taken to the Portfolios window where you can view and create Portfolios and add Projects to them. To learn more about Portfolios and how to use them read our article on What is a Portfolio?

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