Documill Leap Salesforce app
Breadcrumbs

Manage a Live Leap Project

After your project went Live, you can monitor how it is progressing and make minor adjustments when needed.

Open Project Overview screen

Project Overview screen is the place to see the latest status of your project.

1. Go to Salesforce Record where the project was created.

2. Click your project name.

Preview
Manage live project - open project.jpg


3. In Project Overview screen, you can see:

  • How far the project has progressed.

  • Who currently needs to work on their task.

  • Who are involved in your project.

Manage live project - project overview.jpg

Additionally, you can also perform below actions from Project Overview screen: