The Tasks feature is used to assign an activity for individual companies, contracts, or projects. When a task is added to a Contract, Company, or Project Profile, the action to complete the task is defined and a program user is assigned to complete the task by a specified date. A Task List is created by an Administrator to identify the steps that must be followed to accomplish a standard procedure for a company, contract, or project, and is added to a Profile by users. For example, a Task List can be created to standardize the process for renewing a contract, obtaining a company's current insurance certificate, or achieving a project goal.
Workflows are enhanced Task Lists that allow you to send messages and obtain one or more approvals for a step. Therefore, it is recommended that you consider both Workflows and Task Lists to determine which option better suits your needs.
You can perform the following task-related activities: