Understanding Bookmarks, Notes, and the Calendar

By System Admin

Bookmarks

Bookmark any tender to save it to your personal shortlist. Click the bookmark icon on any tender card or detail page. Access all bookmarks from Dashboard ??? Bookmarks.

Bookmarks are private ??? only you can see them. Use them to create a watchlist of opportunities you want to revisit before deciding to bid.

Notes

Attach private notes to any tender from Dashboard ??? My Notes or directly on a tender detail page. Notes support rich text and are ideal for:

Recording evaluation criteria and internal scoring
Capturing contact details from pre-bid meetings
Listing required documents and preparation tasks
Saving research and background information

Tender Calendar

The Dashboard ??? Tender Calendar displays all your tracked tenders on an interactive monthly calendar, organized by deadline date.

Calendar Features

Color Coding ??? Tenders are color-coded by urgency: red for imminent deadlines, amber for upcoming, green for plenty of time remaining
Click to View ??? Click any calendar entry to jump to the tender detail page
ICS Export ??? Download calendar events in .ics format to sync with Outlook, Google Calendar, or Apple Calendar
Month Navigation ??? Browse forward and backward through months

Tips

Combine bookmarks with notes to build a comprehensive opportunity dossier
Export critical deadlines to your phone calendar for mobile reminders
Review the calendar weekly to plan your upcoming bid preparation schedule