Thane Vajda, Customer Success Manager, walks through how to track project data in CxAlloy and answers the questions that come up most often. Using a sample project, he covers how to pull real numbers from the dashboard, structure project settings, use commissioning tasks, and bring it all together in meeting minutes.

What to expect:

• Using dashboard subsections and view tables to get counts and percentages behind issues, checklists, and tests
• Structuring project settings with statuses, priorities, and issue types so reporting stays meaningful
• Using commissioning tasks with assignments, due dates, and status workflows to track major milestones
• Filtering and sorting tasks by due date so teams can see what needs attention
• Linking tasks, issues, and comments into meeting minutes so everything lives in one place
• Copying agendas and minutes forward and formatting headings so meetings are easy to digest
• Updating equipment names and other records through export and import without losing existing data