Would you like to assign tasks to people outside your company? To partners, suppliers, customers or others?
Use the"Assign tasks to third parties" app to plan actions to be carried out by your partners and other project stakeholders.
Assign tasks to third parties outside your company and track their completion. Share your tasks on the web, and launch shared conversations on your tasks to exchange files and conversations with the third party.
Once this app has been installed, when creating or editing a task, you can choose to assign the task to a third party. Once you've chosen this option, select the relevant third party from your contact list.
Validate, and the third party will receive an email notification of the new task.
Publish the job on the web
Enable task publication on the web to provide a URL to send to the third party by email or SMS, informing them of the task's details and current status.
In this app's preferences, you can activate automatic publication of the task on the web when it is linked to a third party. The e-mail sent to the third party when the task is created will contain the link to the task.
Discussing the task
Create one or more "Shared Conversations" on the task, to have exchange spaces available to send by email or SMS to the third party. These spaces can contain text and files
Notify start and end of task
Even for a task assigned to an internal member and not to a third party, you can assign a third party who will be notified by e-mail of the start and end of the task. To do this, activate the corresponding setting in this app, then on each task, choose the third party, the document template to be used to notify the start of the task, and the template to be used to notify the end of the task.
