Collecting proposals in channels
Customize the cards in workflow
Customizing cards allows you to customize what features you see from the proposal listing.
- Go to the channel of your choice.
- Move to Workflow -tab.
- Press on Customize cards.
- Click blue if you want to see the certain information.
Presenter shows who has presented the proposal.
Shows the date when the proposal was created.
Assigned manager shows who is the assigned manager of the proposal.