by Ryan Simmons | Sep 22, 2022
While configuring a task within your project there is an added section under the description allowing you to include a resource. (If a resource has not yet been added, navigate to that tab along the right hand admin navigation.) Clicking into the field will drop down...
by Ryan Simmons | Aug 6, 2022 | Product Updates
Add New Partners with Bulk Upload With the new bulk upload option, it’s even easier to get multiple partners added to your upcoming event or project. Inside of the host dashboard, get started on the Individuals tab. The upload icon in the top right corner will guide...
by Ryan Simmons | Jun 21, 2022
Partners that have not confirmed their access will be marked with an orange dot to the left of their name. Related post: Will all my partners receive my posted announcement? To resend an invitation, click on the partner’s name or gear icon to the right of the...
by Ryan Simmons | Jun 4, 2022
If a task gets accidentally completed, a partner can always reopen by clicking the link “Need to make a change? Mark as incomplete” located under the Save Progress and Complete buttons.
by Ryan Simmons | Jun 4, 2022
To reassign a task to someone else within the same organization, the partner can use the gear icon button at the top right corner of the task (in this screenshot listed with Unassigned). Clicking the button will display a dropdown list of available users within their...
