Projects are broken down into tasks that are assigned to team members, given a due by date and alternatively set as approvals.
Tasks are listed by Workflow Stage (e.g., Planning, Brief, Draft, Review, and Publish) to structure the workflow efficiently.
Adding a New Task
Here's how to create a project task:
Select the Stage where you want to add a task (e.g., Brief).
Click + Add task within the Stage.
Enter a task description in the provided text field and press Enter to save the task.
Click on the Assign button and choose a Person in your Project Team you want to assign the Task to.
Set the due date to specify the deadline for the task. This is optional but recommended.
If the person you want to assign the task to isn't on the assignee list, add them to this project team first.
Approval tasks
If this task is an approval task, toggle the approval flag to on. The task will be marked with the Approval badge and get an accented background color.
External stakeholder approval
In the case where an approval task is to be approved by an external stakeholder, follow these instructions:
On the task, click the Request external approval icon.
In the Request for external approval dialog, fill in the details of the external stakeholder.
Add the full name and email address and optionally revise the due date for approval.
Make and changes to the templated Message in email as you see fit.
Add any assets that you want to be made available to the recipient.
Review the request in the Preview tab.
Send the task for external stakeholder approval.
Once your request has been sent, the recipient will receive an email prompting them to review and approve the task.
Need More Help?
Didn't this information give you the answers you need? Chat with us in the Relato Slack Community or email us at [email protected]