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Creating Tasks/Assignments

Creating Tasks/Assignments

Owned by Rachel Laudner
Last updated: Jun 07, 2024 by Melissa Girtz

How to Create a Task Assignment:

Once a Master Agreement has been created, a Task Assignment can be added.

  1. Click ‘Details’ next to the Master Agreement

  2. Click ‘+Add’

  3. Select a Project the Task should be added to.

  4. Add supporting details in the other fields.

  5. Optionally upload documents/files.

  6. Click ‘Save’.