Short Answer
Go to Projects → open a project → Tasks tab, use the search bar to find the task, and click the task to view or update details.
When to Use This
Use this when you want to:
Find a specific task within a project
View task details
Upload or preview documents
Update task assignees
Steps
Click Projects.
Open the project you want to work in.
Click the Tasks tab.
Use the Search bar to find the task.
Click the task to open it.
What You Can Do in a Task
Once the task is open, you can:
View task details:
Scope
Project
Subcontractor company
Assigned date
Due date
Upload or preview documents:
- Upload/delete the required document.
- View uploaded documents.
Update assignees:
8. Update the Internal Assignee if needed.
9. Update the External Assignee if needed.
10. Click Save to apply changes.
Notes
Tasks are organized within each project under the Tasks tab.
Use the search bar to quickly locate a task.
You must click Save after making any changes.