Tasks

With the partner workspace, you can assign tasks to complete to your partners.

Create a task

To create a task, from the menu Partners / Tasks:

• Click on the button  ➕ on the top left of the grid.
• Enter task's information:
  • Title: title of your task, it will be displayed on the website
  • SET UP THE SURVEY : this button allows you to configure the survey and questions to aks a partner

• • Assign to all: task is assigned to all partners already created and futures ones.
  • Due date: date when you need partner's answer for this task
  • Close after due date: allows you to block task's answers after the due date
  • Close after answer: allows you to block task's answers once speaker answered

Assign a task

If you didn't check the option Is for all, you need to assign manually your task to partners.
From the menu Partners / All partners :

• Select partners you need to assign the task to
• Click on the button then on Selection / Assign a task to selection

You can do the same manipulation without any selection: task will be assign to all grid (filters included).

Export task answers

To get a task's answers, from the menu Partners / Tasks:

• Click on the button
• Filter the grid on the column Done to display only completed tasks
• Export the grid