Tasks are items/reminders for users to do a certain action in relation to a project.
This article will help you to understand how you can set up tasks for yourself and other users who are a part of the project.
Points to Remember:
Some Tasks are automatically added to your project as soon as your proposal is converted into a Project.
These tasks are managed from the database section in the SubcontractorHub which is accessible by your organization admin. You can set up the default tasks to be added if you have permission to do
Default tasks are automatically aligned to the users which are set up from the template.
While creating task subjects, users can add tags. These tags help in pulling information like customer’s address, from the proposal to the task subject.
The statuses available for the tasks are as follows:
1. To Do
2. In Progress
3. In Review
4. Completed
5. Cancelled
6. Not Started
How to Manage a Task?
Step 1: Tasks can also be managed using the "Task” option from the Main Menu.
Step 2: Click the preferred task from the list.
Step 3: On the task details page, you will be able to
1. View the changes and updates made to the task using the “View Activity” button.
2. Edit any existing details of the task using the “Edit” button.
3. Upload files and attachments using “Upload File” button.
How to Assign a Task?
Step 1: To assign an existing task, go to the tasks list and click the checkbox accompanying the task.
Step 2: Click the dropdown under “Assign Selected task(s) To”.
Step 3: Select the preferred user from the list.
Step 4: Click “Assign” to finish the process.