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Creating an application

The Projects page in Otnox is a kanban board of applications — one card per tender you're working on, dragged through stages from discovery to win/lost.

Projects kanban board

Two ways to create an application​

From a tender's detail card​

  1. Open any tender from the Tenders list (or the dashboard).
  2. In the right-side action bar, click Add to project.
  3. Pick an existing board or create a new one.

The card is pre-filled with the tender's title, buyer, deadline, estimated value and CPV codes — no manual typing.

From the Projects page​

  1. Open Projects from the navigation.
  2. Click Add application in the top right.
  3. Either link a tender via the search field, or enter the details manually.
  4. Pick the starting stage (usually New / Found).

Card fields​

Each application card tracks:

  • Title — defaults to the tender title, editable
  • Linked tender — clickable link back to the source tender card
  • Stage — the kanban column the card sits in (drag-droppable)
  • Priority — High / Medium / Low
  • Assignee — one team member responsible
  • Department — for company-wide pipelines
  • Tags — free-form labels for slicing the board
  • CPV — copied from the tender
  • Deadline — submission deadline; cards near deadline get a red ring
  • Notes — internal comments, links to drafts, gotchas
  • Files — attach proposals, internal memos, signed PDFs

When to create one​

tip

Create an application as soon as a tender catches your eye — even if you haven't committed to bidding. Having it in the pipeline ensures it doesn't slip past the deadline. You can move it to Lost with a "no-bid" note later if you change your mind.

What's next​

  • Kanban pipeline — the 6 default stages and how to customise them.
  • Linking tenders — attaching multiple tenders to the same application, or moving an application between tenders.
  • Team collaboration — assignees, comments and notifications.