Review and track RFIs in your dashboard
Use the RFIs widget to review current Requests for Information, understand their status and priority, and see which team members are responsible.
This guide is designed for project manager.
Steps
Step 1: Open the RFIs widget on your dashboard
On the PlanOps dashboard, locate the RFIs widget card (marked with the RFIs icon and title) to view a summary of all RFIs relevant to you and your team.
Step 2: Check RFI status and priority at a glance
In the RFIs list, review each item’s status badge (such as Open, Pending, Answered, or Closed) and its priority indicator (Low, Normal, High, or Critical) to quickly identify which RFIs need the most attention.
Step 3: Review RFI details and responsibility
For each RFI row, read the subject, RFI number, who it is assigned to and from, days open, and response due date, noting any items marked as overdue so you can follow up with the responsible team members.
Step 4: Refresh the RFIs list to see the latest updates
Use the refresh control on the RFIs widget to reload the data and ensure you are viewing the most up-to-date statuses and due dates for all RFIs.
Related Tasks
Last updated: 2026-02-02