Hey everyone,
We use GuideCX as primarily an Onboarding/Implementation project management tool. During our Kick Off Meeting with the customers we go through a slide deck with a series of Requirement Questions. For ease of viewing I use Google Slides to list the Questions. I don’t want to go out of presentation mode to stop and type up their answer - but instead will go back through the meeting transcript later to gather and document all the answers.
My question is this - where do you all store your Requirements information that you gather? Our requirements are pretty simple - no need for a huge complex document. It doesn’t make any sense to go back and put it in Google Slide deck - no one will ever open that file again. I currently put it in meeting notes - in the Kick Off Task - but that also would be difficult to easily find and get back to.
I was considering like a Google Sheet that is attached to the project. I think I read where I can set up with the project initiation recipe to have it create a Google doc for the project.
I’m looking for inspiration on how you handle tracking requirements.