Home 9 Help Center 9 General 9 How do I Create or Edit a Task?
How-to • Transactions

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

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

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

    Related Articles
    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.

    Other Articles

    Product Roadmap

    Our 2023 product roadmap establishes the trajectory of our builds, features, deployments, and goals. While this is ever-changing, our goals are to build a better system.

    read more

    Unleash Brand Potential

    Managed service gets your brand featured in music videos, movies, influencers and more. Fractional ad creatives create advertising content for your brand.

    read more

    Advertising that gets results

    Advertising that gets results. Drive conversions with higher brand awareness. Influencer marketing solutions. Product placement solutions. Fractional ad creatives. Schedule an appointment today!

    read more
    Home 9 Help Center 9 General 9 How do I Create or Edit a Task?
    Need Help with Your Account?
    Reach out with your account details, issues that need guidance, and we’ll provide some suggestions.
    Share This