Step 1: Navigate to your schedule
Open the project and select the Scheduling module from the left navigation menu.
Step 2: Locate the task you want to assign
Browse through your schedule to find the specific task you want to assign to a subcontractor.
Step 3: Access the assignee options
Click on the assignee button for the task you want to assign, then select "Edit".
Step 4: Select a subcontractor
In the assignee dialog:
Select "Add company from your directory"
Choose the appropriate subcontractor from your list
The confirmation status will default to "Task not confirmed"
Click "Save" to apply the assignment
Step 5: Review and notify the subcontractor
After saving the assignment:
Review the changes you've made
You'll be given the option to notify the selected subcontractor about the task assignment
Click "Notify subcontractor" to send them an email notification
Subcontractor confirmation process
When you notify a subcontractor of a task assignment, they will:
Receive an email notification about the assigned task
The email will include details about the task, including dates and requirements
The email contains a button they can click to confirm whether they can attend the site and complete the work by the specified deadline
Monitoring confirmation status
You can monitor which tasks have been confirmed by subcontractors:
Tasks that are still awaiting confirmation will display "Task not confirmed"
Once a subcontractor has confirmed, the status will update to "Task confirmed"
If a subcontractor indicates they cannot complete the task as scheduled, you'll receive a notification