Consortium Workspace Opportunities

The Opportunities tab in a Consortium Workspace is where consortium members share and collaborate on RFPs, grants, contracts, partnerships, and other solicitation opportunities. Instead of emailing a PDF around, you post the opportunity to the workspace where the whole team can see it, download the attached document, tag the right stakeholders, and run a threaded discussion in one place.

Every opportunity captures a title, type, status, optional due date, an attached document or external link, free-form tags, and tagged portfolio companies and partners. Members can comment, assign a lead responder, and update the status as the team progresses through the response.

To open the Opportunities tab:

1. 1Sign in and navigate to the Consortium Workspace page.
2. 2Select your consortium from the switcher at the top of the page. You will only see consortiums you are a member of.
3. 3Click the Opportunities tab in the workspace navigation bar.
4. 4You will see a list of all opportunities shared in this workspace, most recent first.

Any workspace member with posting permission can share a new opportunity:

1. 1Click the Add Opportunity button at the top right of the Opportunities tab.
2. 2Enter a Title that summarizes the opportunity (for example, "DoD SBIR Phase II Solicitation").
3. 3Choose an Opportunity Type: RFP, Grant, Contract, Partnership, Solicitation, or Other.
4. 4Optionally set a Due Date if the opportunity has a submission deadline.
5. 5Add free-form Tags (comma separated) to help your team filter and find the opportunity later.
6. 6Write a Description explaining what the opportunity is, why it matters, and what the team should look at.
7. 7Optionally paste an External Link to the RFP or source page.
8. 8Optionally attach a supporting document (see the Attachments section below).
9. 9Optionally tag portfolio companies and partners for attention (see the Tagging section below).
10. 10Click Post Opportunity. The opportunity is created instantly and appears at the top of the list.

Opportunity Types

Opportunity Statuses

Tagging is how you make sure the right stakeholders see an opportunity. When you tag a portfolio company or partner, their owners receive an automatic email notification prompting them to log in and review the opportunity, even if they are not yet active workspace members.

How to Tag

1. 1In the opportunity form, find the Tag for Attention section below the description field.
2. 2Under Portfolio Companies, click any company chip to tag it. Tagged chips turn blue with a checkmark.
3. 3Under Partners, click any partner chip to tag it. Tagged partner chips turn light blue with a checkmark.
4. 4Click a tagged chip again to remove it.
5. 5When you post the opportunity, the tagged company and partner names are displayed on the opportunity card for all members to see.

Who Gets Notified

1. 1All active workspace members who are registered platform users receive an email when any new opportunity is posted.
2. 2Owners of tagged portfolio companies and partners receive an additional email alerting them they were specifically tagged for attention.
3. 3The opportunity poster does not receive a notification for their own post.

You can attach a supporting document, link to an external source, or both on every opportunity.

Attaching a Document

1. 1In the opportunity form, click the dashed upload zone labeled "Attach RFP or supporting document".
2. 2Select a file from your computer. Supported types include PDF, DOCX, XLSX, PPTX, and more.
3. 3The file uploads and displays its name, size, and type. Click the zone again to replace the file if needed.
4. 4When you post the opportunity, members can preview, download, or open the attached document directly from the opportunity card.

Linking an External URL

1. 1Paste the URL into the External Link field in the opportunity form.
2. 2If you enter a URL without a protocol, the system automatically adds "https://" for you.
3. 3When posted, members can click the external link icon on the opportunity card to open the source page in a new tab.

Every opportunity has a threaded discussion section. Click the chevron or the comment count on any opportunity card to expand it and see the full conversation.

Adding a Comment

1. 1Expand the opportunity card by clicking the chevron arrow or the comment count link.
2. 2Type your comment in the composer at the bottom of the expanded section.
3. 3Press Cmd/Ctrl + Enter or click the Send button to post your comment.
4. 4Your comment appears immediately with your name, member type badge, and timestamp.

Notifying Members

1. 1Check the Notify All Members box below the composer to email every active workspace member about your comment.
2. 2Type @ followed by a member name or email in your comment text to mention a specific person. Mentioned members receive an email alert even if they are not watching the workspace live.
3. 3If you include an @mention, the system detects it automatically and notifies the mentioned member, regardless of the Notify All Members checkbox.
4. 4The comment author is never notified about their own comment.

Managing Comments

1. 1Admins and the original comment author can delete any comment using the trash icon on the comment row.
2. 2Comments are listed in chronological order, oldest first, so the discussion reads top to bottom.
3. 3Each comment shows the author avatar, name, member type, and posting time for full context.

The workspace sends automatic email notifications to keep the team informed without requiring everyone to watch the workspace constantly.

The Opportunities tab includes search and filter controls to help you find what you need quickly.

Search

1. 1Use the Search box at the top of the tab to find opportunities by title, description, or tag.
2. 2The search matches partial words and is not case sensitive.

Filters

1. 1Use the All Types dropdown to filter by opportunity type (RFP, Grant, Contract, etc.).
2. 2Use the All Statuses dropdown to filter by status (Open, In Progress, Submitted, etc.).
3. 3Combine search and filters to narrow the list to exactly what you need.

Updating Status and Assignment

1. 1Expand an opportunity card to reveal the collaboration controls.
2. 2Use the Status dropdown to update the workflow status as the team progresses.
3. 3Use the Assign To field to set or change the lead responder email for the opportunity.
4. 4Status and assignment changes save automatically when you click away from the field.

Previewing and Downloading

1. 1Click the eye icon on an opportunity card to preview an attached document inline in a modal viewer.
2. 2Click the download icon to download the attached document to your computer.
3. 3Click the external link icon to open the external URL in a new browser tab.

Deleting an Opportunity

1. 1Only the opportunity poster and admins can delete an opportunity.
2. 2Click the trash icon on the opportunity card to remove it permanently.
3. 3Deleting an opportunity also removes its comments. Use with care.

Workspace opportunities use a simple permission model based on your workspace member type and platform role.