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Review RFIs on the dashboard

Use the RFIs widget to review current RFIs, check their status and priority, and identify overdue responses directly from the dashboard.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the dashboard RFIs widget​

Locate the RFIs card on your dashboard, identified by the RFIs title and speech bubble icon, to see a summary of all current RFIs pulled from the project data.

Open the dashboard RFIs widget

Step 2: Review each RFI’s status and priority​

Scan the list of RFIs in the widget, using the coloured status labels (such as Open, Pending, Answered, Closed) and priority indicators (for example low, normal, high, critical) to understand which items need attention.

Review each RFI’s status and priority

Step 3: Check days open and response due dates​

For each RFI, review how many days it has been open and the response due date shown in the row so you can prioritise items that are getting close to or past their deadline.

Check days open and response due dates

Step 4: Identify overdue RFIs​

Look for RFIs highlighted as overdue, based on their response due date and overdue flag, so you can act quickly on items that have passed their expected response date.

Identify overdue RFIs

Step 5: See who is responsible for each RFI​

Use the Assigned To and Assigned From details shown for each RFI to understand who raised the query and who is currently responsible for responding.

See who is responsible for each RFI

Last updated: 2026-09-03