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How-to • Transactions

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
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    When both parties agree, both mark project complete, and funds are distributed.

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