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.