Initial Site setup
When you create a new site, Completix comes with some predefined settings, fields and templates.
Everything can be customized to suit your needs and to support your process.
1. Customize Site Settings
First you should customize the site settings to reflect the way you work.
Please visit Site Settings
2. Customize your templates
When your site settings are just the way you want, you should head to the Templates section and make sure to create a process that works for you.
We are suggesting you should at least customize the Gating section to, at least, provide some structure to your process.
Please visit the Manage Manage Templates documentation for more info.
3. Start managing projects
When the configuration is tailored to your needs, you are ready to manage project at scale and provide real-time data to the executive team.
