Assign Tasks

Your offer / proposal was just accepted by both parties…great news! What’s next? Start by assigning tasks, both to yourself and the other party. Tasks expedite transactions by completing a series of simple actions.

Tasks can be found in your Showcase Page > Transactions > In-Progress section.

How to Assign Tasks

1. Go to Showcase Page > Transactions > In-Progress section.
2. Select integration, tap Details
3. Go to Tasks tab, tap Add Task row
4. Popup: Select type of Task: Deliverable, Requirement, or Other
5. Add a Label (What’s the primary directive of the task?)
6. Add notes (optional)
7. Assign Owner: Them, You, Both
8. Assign Due Date (optional)
9. Save by tapping Add Task button

Tasks are guidelines to complete a collaboration. Mark Project Complete to finalize all tasks.

Examples of tasks:

• Kickoff Meeting
• Upload File
• Reimburse Purchase
• Review Comments
• WIP Review Meeting
• Review Final Work Meeting