How do I Create or Edit a Task?

Edit or create tasks from your Showcase Page > Transactions > In-Progress section. Tap the specific integration, go to the Tasks tab and view which tasks are available or Add a Task.

How to Edit Tasks

Go to Tasks tab, tap the label of the Task you wish to edit.
Review popup details of the task.
Type: Deliverable, Requirement, General
Label (What’s the primary directive of the task?)
Notes (optional)
Owner: Them, You, Both
Due Date (optional)
Save

When Status of all Tasks is complete then, tap the Mark Project Complete to finalize and release funds to the creator.

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How-to • Transactions

Mark Project Complete

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

How-to • Transactions

What are Task Autofills?

Task autofills help you to set a checklist of steps and pre-define task settings which you can use, modify, add-to, or rearrange to guide transactions to completion.

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