Tasks help you keep track of what needs to be done in tender work. Cobrief can extract tasks from the procurement documents, and you can also create your own tasks for the team.
Find your tasks
Go to Tasks in the main menu to see tasks across the workspace. By default, My tasks opens, where you see tasks assigned to you.
If you want to see everything the team is working on, switch to All tasks in the sidebar.
Filter and switch views
On the Tasks page, you can filter by:
Project
Assigned to
Status
Bid phase
Document type
You can also switch between List and Board. List gives you a compact overview, while Board lets you work by the statuses Not started, In progress, and Completed.
Tasks inside a tender
When you are viewing a tender, you will find its tasks under Tasks in the sidebar. Here you see the tasks that belong to that tender, together with status, assignee, and where the task came from.
Click a task to see more information, change status, add comments, or connect the task to a response in the bid room.
Create a new task
Click "New task" if you want to add something the team needs to follow up manually. Give the task a clear title, choose an assignee, and connect it to the right tender or document when relevant.