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Creating and Managing Templates
Last Updated: May 29, 2026Site Administration Creating & Managing Templates Templates give your team a consistent, pre-configured starting point for every project. As a Site Administrator, you define project templates that encode your organization’s methodology, and manage the individual schedule, document, and intake form components that are available on your site. A Project Template is the top-level template —...
Get Started with a new Project
Last Updated: May 29, 2026Completix Docs — Get Started with a New Project Get Started Starting a New Project Create a new project in Completix in seconds. Pick a template that matches your delivery approach and Completix pre-configures the right tabs, governance settings, and structure for you. Step 1 — Open the Create Dialog You can start a new...
Invite Resources to your site
Last Updated: May 30, 2026Invite Resources to Your Site — Completix User Guide Site Admin Invite Resources to Your Site Add team members and guests to your Completix workspace, assign access levels, and keep user profiles up to date, all from the Admin panel. Resources can be added to Completix directly from a project’s Team page or through the...
Manage a Project – Tips & Tricks
Last Updated: May 29, 2026Manage a Project – Tips & Tricks | Completix Project Management Manage a Project, Tips & Tricks Once your project is set up with a team, schedule, and budget, the real work begins. This guide surfaces the features and habits that keep projects on track, reduce manual effort, and help your team stay aligned without...
Site Settings
Last Updated: May 29, 2026Completix Docs — Site Settings Site Admin Site Settings Configure your Completix environment from a single place. Site Settings control which features are active, how the platform behaves, what labels and taxonomies are available, and how warnings, approvals, and dashboards are configured across every project. Site Settings is the central administration area for your Completix...