You can assign, track and manage work given to talent using tasks and projects. Automatically assign work using our opportunities to tasks workflow, or create tasks manually as needed. Read below to learn more about this flexible feature!
When considering the task and project relationship, you can think about a project as the folder that holds all the main details and associated tasks.
As mentioned above, you can create tasks manually. However, to take full advantage of time saving automations you can create workflow templates that assign work to selected talent! From there, invoices can be generated directly from the task, saving you more time and ensuring your data is connected for future reporting needs!
TABLE OF CONTENTS
- Introduction to projects
- Introduction to tasks
- Task automation
- Learn more
Introduction to projects
Projects can be designed to help you track cost and calendar - to help you ensure all associated tasks are aligned to deliver results on time and on budget. To do this, simply add your overall budget and project start/end dates when creating a new project. Any associated task costs will automatically be attributed to your overall budget. In addition, tasks will only be created within the assigned project timeline!
Introduction to tasks
Tasks give you the flexibility to be as detailed (or basic) as you need to ensure talent has the information they need, and your internal team can track necessary details. When creating a task, you'll encounter standard required and optional fields to make sure your data is aligned. You can also create custom fields designed by you, for your business needs.
Be sure you take full advantage of task automation using workflows and invoice generation. Review the items below to learn how to connect these great features!
Status types in tasks
A task is part of a project that is more specific and is assigned to an individual talent. Task status' help track the life cycle of your task, from when it is created, made live to when it is completed. You can also filter by task status in your All tasks view:
Below are the statuses in tasks:
Draft - When a task is created it is always in 'Draft' status unless it is made live.
Pending - Once the task is open and made live, the status of it is changed to 'Pending'. The pending status indicates that the task needs to accepted or rejected by the talent to whom it is assigned. The talent will receive an email notification to approve or reject the task.
Accepted - If the talent clicks on 'Accept' to accept the task, the status of the task changes to Accepted.
Completed - The status of the task will change to Completed once the task manager it as completed.
Rejected - If the talent clicks on 'Reject' to reject the task, the status of the task changes to Rejected.
Canceled - The task is showed with this status when you cancel the task.
Archived - When you archive the task.
Under Review - When the talent marks the task as 'Mark as completed', the task is 'Under Review' as it goes for review to the task manager.
Add an agreement within a task
You can send an agreement to a talent within a task that has been assigned to them. This agreement can include the description of the task as well as other information you require (Statement of Work).
You can choose from a pre-configured agreement template or directly upload one from your desktop. An agreement will be created based on the task details you have provided that will be electronically signed and stored under the Agreements tab within the Task.
Milestones & deliverables in tasks
The milestones & deliverables feature within tasks gives you the opportunity to create milestones, request deliverables and even generate invoices based on these items. Read more here.
Duplicating projects & tasks
Tasks and Projects help you organize and assign work to your external talent. You can duplicate projects and tasks and then modify them depending on your needs.
Click on the three vertical dots corresponding to the project or task name in the projects and task section to see the option to duplicate the records.
When a task is completed, you or the external talent can add an invoice directly to a task.
There are several ways to add an invoice or payment to a task:
- You can also add payments when approving a milestone.