‎Project Tabs | Sprinklr Help Center

Support

Sprinklr

Enterprise Offerings
Self-Serve Offerings
Sprinklr Social Self‑Serve Sprinklr Service Self‑Serve
Sprinklr Digital Twin
Sprinklr Service
Overview
Inbound Voice
Outbound Voice
Social Customer Service
Live Chat Support
Communities
Conversational AI Platform
Conversational IVR
Knowledge Base Software
Unified Agent Desktop
Agent Assist
Omnichannel Routing
AI-Powered Quality Management
Supervisor Console
Conversational Analytics
Workforce Management
Reporting and Analytics
Omnichannel Surveys
Guided Workflows
Service Command Center
Sprinklr Social
Overview
Social Publishing and Engagement
Employee Advocacy
Social Marketing for Distributed Teams
Works Best With
Social Listening
Social Advertising
Conversational Commerce
Social Customer Service
Sprinklr Insights
Overview
Social Listening
Competitive Insights and Benchmarking
Product Insights
Location Insights
Visual Insights
Media Monitoring and Analytics
Sprinklr Surveys
Sprinklr Marketing
Overview
Content Marketing and Campaign Planning
Social Advertising
Marketing Analytics
Ad Comment Moderation
Platform
Overview
Sprinklr AI
Sprinklr AI+
AI Studio
Security
Integrations
Sandbox
Display
Presentations
Active Data Retention
API
CPG
Financial Services
Government
Retail
Technology
Telecommunications
Travel & Hospitality
Marketing Teams
Overview
Crisis Management
Content Lifecycle Management
Social Media Management
Compliant Digital Selling
Franchise Digital Management
Executive Reputation Management
Industry Insights and Competitive Intelligence
Creative Insights and Production Optimization
Customer Service Teams
Overview
Omnichannel Contact Center
Customer Self-Service
Digital Customer Service
Outbound Campaign Management
Workforce Engagement Management
Contact Center Intelligence
Social Customer Service
Conversational Commerce
Proactive Digital Engagement
Unified-CXM
Customer Stories
Sprinklr Champions
Sprinklr Community
Our Story
Leadership
Newsroom
Partners
Careers
Investor Relations
Security & Data Privacy
Sustainability
AI Maturity Assessment
CX-WISE
Analyst Reports
Product Demo Days
eBooks & Reports
Events & Webinars
Blog
Unified-CXM Guide
Forbes Influential CMO 2024
Our Services
Training
For Agencies
Help Center
Release Notes
Contact Us

Pricing

Free Trial

Home
Sprinklr Marketing
Projects and Portfolios
Project Tabs

Project Tabs

Articles

(4)

Project Overview Tab

OverviewThe Project Overview Tab gives you quick, detailed insights into your Projects. You can create and view a Project Overview describing your Project, its objectives, key milestones or other important or relevant details. You can also see other key Project details like status, owner and depende

PM_PROJECT_SHEET_VIEW_2

PM_GENERIC_2

Knowledge Base Article

•

Project Tabs

Project Files Tab

The "Project Files" tab is the go-to place for all project-level and task-level files. It can be found in the bar at the top of the task sheet view, among all the other project tabs. How do we add files to the project and tasks? Task Files: These are attachments added directly to spec

PM_TASK_TIMELINE_VIEW_2

PM_PROJECT_SHEET_VIEW_2

PM_TASK_CALENDAR_VIEW_2

PM_TASK_SHEET_VIEW_2

Knowledge Base Article

•

Project Tabs

Project Notes Tab

In this article, you’ll learn how to add notes or post updates on your project. To add a note, simply begin typing in the designated notes space. For adding multi-line text, use "shift + enter" on Windows or “shift + return” on Mac. You can also incorporate bullet points and numbered lis

PM_TASK_TIMELINE_VIEW_2

PM_PROJECT_SHEET_VIEW_2

PM_TASK_CALENDAR_VIEW_2

PM_TASK_SHEET_VIEW_2

Knowledge Base Article

•

Project Tabs

Project Activity Tab

OverviewThe Project Activity Tab includes a complete activity log allowing you to audit modifications made within a project. The tab logs details of Project creation, name changes, changes made to the Project brief, addition or removal of dependencies, and changes made to Project field values, for e

PM_TASK_TIMELINE_VIEW_2

PM_PROJECT_SHEET_VIEW_2

PM_TASK_CALENDAR_VIEW_2

PM_TASK_SHEET_VIEW_2

Knowledge Base Article

•

Project Tabs

Workflow Management

Task Management

Creative Management

Automated Ads

Marketplace

Content Templates

Rule Engine & Automation

Reporting and Analytics

Collaboration and Notifications

Audience Management

Editorial Calendar

Projects and Portfolios

Project Tabs

Views for Projects

Manage Portfolios

Sharing and Access

Manage Projects

Request Management

PM FAQs

Persona Apps

Getting Started

Email Marketing

Getting Started with Sprinklr Marketing

Automations

Brief Templates

My Tasks and My Team Task

Integrations

Production Dashboards

Campaign Management

Content Planning & Publishing

Journey Facilitator

Reporting & Analytics

Sprinklr Marketing Glossary

Reference Guide for Sprinklr Marketing

Ads Publishing

Social Channels

Retail Channels

Programmatic Channels

Cross Platform Integrations

Lead Management

Reporting & Analytics

AI Powered Optimizations

Ad Comment Moderation

Audience

Governance

Admin Settings

Automation & Creation

Creative Library

How can we help you?

Products

Sprinklr Service
Sprinklr Insights
Sprinklr Marketing
Sprinklr Social
Unified CXM Platform

Solutions

Industries

CPG
Financial Services
Retail
Technology
Telecommunication
Travel & Hospitality

Teams

Marketing
Customer Service

Company

Our Story
Newsroom
Partners
Careers
Culture & Talent
Investor Relations
Security & Privacy
Customer Stories

Support

Developer Portal
Integrations
Help Center
Contact Us

Resources

Analyst Reports
Product Demos
Podcasts
Blog
Guides
eBooks
Events & Webinars
Masterclass
Services
Training

Social Media Topics

Social Listening Guide
Social Media Monitoring
Social Media Management

Customer Service Topics

CCaaS Guide
Customer Service
Contact Center AI (CCAI)

Sprinklr Website Home