Task (or Asset) Panel Overview

Key Steps:

1. Understanding the Icons at the Top:
   • Identify the partnership deal and inventory item associated with the task.
   • Utilize icons for actions like uploading a file, following the task, and more.
2. Utilizing the Three Dots Options:
   • Print or create a static document.
   • Move the task to a different season or collection.
   • Expand the task for multiple quantities.
   • Duplicate the task for future use with adjustments.
3. Location Intelligence:
   • Click on hyperlinks to navigate to specific locations related to the task.
4. Editing Asset Title and Status:
   • Modify asset title and status to reflect current progress.
   • Customize due dates and assigned users as needed.
5. Description and Specifications:
   • Utilize the description box for detailed information.
   • Specifications are preset and not editable.
6. Managing Subtasks:
   • Add, check off, reorder, and delete subtasks as needed.
7. File Management:
   • View existing files, upload new files, download, share, retag, or remove files.
8. Events Section:
   • Tag sponsorable events for notifications and reminders.
9. Deal Information and Custom Fields:
   • Input deal intelligence and customize additional fields for detailed tracking.
10. Comment Section:
    • View task history and leave comments.
    • Mention internal teammates for notifications.

Cautionary Notes:

• Be cautious when editing critical information like due dates and assigned users.
• Ensure files are uploaded and managed accurately to avoid confusion.
• Double-check all changes made to the task panel for accuracy.

Tips for Efficiency:

• Utilize hyperlinks for quick navigation within the task panel.
• Keep descriptions clear and concise for easy reference.
• Regularly update and check the status of tasks for smooth workflow management.