How-to • General
In-Progress Status
Congrats! Your offer (or proposal) was accepted. Now the project status moves to In-Progress and it’s time to assign tasks, complete tasks, and then Mark Project Complete. To check it out, the simplest way is to go to your Showcase Page’s Transactions section, then tap Details in the corresponding row.
- Go to your Showcase Page / Transactions section
- Tap the In-Progress tab, then click Details on the correlating row.
- Go to your Showcase Page / Transactions section
- Tap the In-Progress tab, then click Details on the correlating row.
Confirmed Offers Convert to In-Progress
When an offer (or, proposal) reaches Confirmed status, you’ll receive an email saying so, along with a text (SMS) and a notification if you have those set up.
In-Progress Tasks
Start assigning tasks to compete the transaction. Tasks hold each party accountable for file sharing, review meetings, deliverables, and keep help move the project forward.
Mark Project Complete
When both parties agree that the tasks have been sufficiently completed (before the due date), then each should Mark Project Complete to release funds.
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Expedite transactions by assigning and then completing a series of simple tasks: due date, reviews, deliverables, requirements, share files, reimburse purchases…
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Assign Tasks
Organize transactions into simple steps to be completed by either party.
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Managing Tasks
Simple steps, scheduling, reviews, deliverables, & requirements that expedite transactions.
How-to • General
Mark Project Complete
When both parties agree, both mark project complete, and funds are distributed.
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