Manage your task as a buyer

Tasks in the buyer group primarily involve reviewing documentation, known as reading tasks, which are added to folders. It's the responsibility of a task manager to assign these tasks to members of the buyer team. Task managers themselves are appointed by the portal administrator.

Keeping Track of Your Tasks

When you access the dashboard, you'll find a notification about the number of open tasks assigned to you. This dashboard acts as a convenient entry point into the Task Module, where you can easily manage all your tasks.

Setting Up Notifications

Upon first visiting the Task Module, you’ll be prompted to activate email notifications. This feature keeps you informed about new tasks assigned to you or any changes made to your current tasks by a task manager.

Task Module Navigation

Inside the Task Module, you'll have an overview of tasks related to the folder you're browsing. To review all tasks assigned to you, simply click on the "View All" button.

Viewing Task Details

If there's just a single task in the folder you are exploring, it will automatically open in a detailed view. For folders with multiple tasks, you can click on the task row to see its detailed view.

Handling Reading Tasks

In reading tasks, detailed views will display the files you are supposed to review. You can mark files as read or reviewed, helping you keep track of your progress if you need to pause. After reviewing all documentation in the task, you can mark it as complete. The task manager will be notified of your task completion, provided they have enabled task notifications.

Task Alerts

As you navigate through the folder structure, you will be notified about any tasks assigned to you within the current folder. From the document view, you can easily open and complete these tasks.