How-to • Transactions
Tasks to Complete a Transaction
Expedite transactions by assigning and then completing a series of simple tasks. Tasks are basic actions that align both the creator and advertiser in order to both agree on the outcome.
Once an offer or proposal is accepted by both parties, each should immediately assign tasks. Tasks can be found in your Showcase Page > Transactions > In-Progress section.
Examples of tasks:
- Kickoff Meeting
- Upload File
- Reimburse Purchase
- Review Comments
- Review Meeting
- Final Work Meeting
How to Add Tasks
- Go to Showcase Page > Transactions > In-Progress section.
- Select integration, tap Details
- Go to Tasks tab, tap Add Task row
- Popup: Select type of Task: Deliverable, Requirement, or Other
- Add a Label (What’s the primary directive of the task?)
- Add notes (optional)
- Assign Owner: Them, You, Both
- Assign Due Date (optional)
- Save by tapping Add Task button
Tasks are guidelines to complete a collaboration. Mark Project Complete to finalize all tasks.
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How-to • Transactions
Assign Tasks
Organize transactions into simple steps to be completed by either party.
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.
How-to • Transactions
Mark Project Complete
When both parties agree, both mark project complete, and funds are distributed.
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