You may find the need to add more information to a task, proof or job in order to help your users fully understand what they are for. Here you will find the available options for each task type.
There are two ways to add descriptions, assets and/or comments to your Tasks.
By clicking on the selected task's dropdown; or
By clicking on the task itself.
Task details window
In this window, you will have the following options:
Update the task name
Assign or unassign the tasks to a user.
Add or edit the task deadline.
Upload attachments to the task.
Add or edit the description of what the task is for.
View the activities of the selected task.
Add or reply to comments relating to the selected task.
Proof details window
In this window, you will have the following options:
Update the task name.
Add or remove collaborators to the proof.
Add or edit the proof deadline.
Open the proof for mark-ups.
Add or edit the description of what the proof is for.
Add or reply to comments relating to the selected proof.
View the activities of the selected proof.
Asset request job details window
In this window, you will have the following options:
Update the job name.
Add or remove job contributors.
Add or edit the job deadline.
Upload assets, request intake or close the asset request.
Add or edit the description of what the job is for.
Add or reply to comments relating to the selected job.
View the activities of the selected job.
Intake form job details window
In this window, you will have the following options:
Update the job name.
Add or remove job contributors.
Add or edit the job deadline.
Upload intake or edit assets.
Add or edit the description of what the job is for.
Add or reply to comments relating to the selected job.
View the activities of the selected job.
Deliverables job details window
In this window, you will have the following options:
Update the job name.
Add or remove job contributors.
Add or edit the job deadline.
Upload deliverable.
Add or edit the description of what the job is for.
Add or reply to comments relating to the selected job.
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