There are three ways to assign tasks to partners
Assign a partner when creating a task
Step 1: Select Tasks in the menu tab and click on "Add task" in the upper right corner.
Step 2: When creating a task, the default status will be “In draft”. This way you can create a task first, and then select a partner who will work on it.
Step 3: However, if you change the status to “Assigned”, “In progress”, or “Awaiting approval”, then the Partner field will appear under the status and you will be able to directly select a partner and assign them to the task you are creating.
Assign a partner after the task creation with a request
Step 1: As soon as you have created a task, click on "Add partner" in the partner tab to choose a person to send the task request to.
Please note: You can also send a task request to multiple partners at a time and request their fee proposal for a certain task. This allows you to choose the best offer.
Step 2: Choose a person from the list of partners by clicking on the arrow next to the person you want to send the request to.
Please note: You can filter by multiple criteria (pay rate, availability, skills, etc.) and attach a compliance sending (contracts, forms and documents) when selecting a partner.
Step 3: Click "Invite" in the bottom left corner to send the request.
Step 4: As soon as your partner has accepted the request, you will receive a notification via e-mail and in your Lano account.
Assign a partner after the task creation without a request
You can also assign tasks without having received a confirmation of the task request from your partner.
To do so, select a partner and then directly assign them by clicking on the three dots in the right corner.