Task Manager users can enable visibility into fulfillment projects in Business App. This allows clients to view real-time progress reporting on projects, see what's next, and even communicate with fulfillment teams about the project.
How does sharing projects in Business App work?
1. Set visibility on an active project
a. Navigate to Fulfillment > Open Task Manager > Templates.
b. Search for the template, or create template.
c. Edit the project and navigate to Tasks.
d. Click on the checkbox to show projects in Business App.
Note: Selecting the Show Project in Business App option will set all tasks to be visible by default. You can manually change task statuses within each task's box.
2. Alternatively, set visibility on a individual task
a. Navigate to Fulfillment > Open Task Manager > Templates.
b. Search for the template, or create template.
c. Edit the project and navigate to Tasks.
d. Click on the task to expand it.
e. Click on the checkbox to show task in Business App.
OR
a. Navigate to Fulfillment > Open Task Manager > Projects.
b. Search for the active project.
c. Expand the project.
d. Click on the eye icon to toggle between Visible in Business App or Not Visible in Business App.
Preview the project
- Navigate to Fulfillment > Open Task Manager > Projects.
- Search for the active project.
- Expand the project.
- Click on the menu (3 dots) next to + Add task.
- Click on View Tracker.
Additional notes on sharing projects in Business App
- To show a project in Business App, at least one task needs to be made visible as well.
- Tasks without an associated project cannot be shown in Business App.
- When a task is completed in Task Manager and it's been set to show in Business App, that task will appear with a checkmark, and the progress bar for the project will fill.