Expected Completion Time: 5-10 Minutes


Learning Outcomes

At the end of this module, you should be able to do the following:

  • Navigate the different sections of the Manage tab. 
  • Determine if an opportunity is launched, a draft or a template.


Related articles and training videos are included below. Please review materials that fit your learning style and then complete the Put into Practice exercise at the end of this module. 


Navigating the Manage Tab

The Manage tab is your personalized administrative landing page, designed to organize your:

  • launched and archived opportunities (in the middle of the page)
  • drafts and templates (in the right sidebar)

Read

Watch

  • Using the Manage Tab (3 min)


Module 4A: Put into Practice Exercise

- Scenario: You are a new Administrator, and a co-worker just shared a template with you. You need to use this template to create a new opportunity. Where would you go in your Manage tab to confirm you have access to this template? What steps would you take on the Create tab to select this template as you start the process of creating this new opportunity?
- Activity 1: Create a new test opportunity, pick any InfoReady template you prefer, but complete the Details page only. Finalize and choose Save As Draft. Then, go back to your Manage tab, find that draft, and delete it.
- Activity 2: Click on your Manage tab to see if you have any open opportunities. What color is the word “Competitions” when you click on it? Send your response in the body of a Support ticket. Note Module 4A completion in your ticket. Include your scenario response and any questions you have,
as well.


Congratulations! You've completed Module 4A.

Please submit our 1-minute feedback form so we can continue to improve: Submit Here.

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