Select Tasks in the menu tab and click on "Add task" in the upper right corner.
When creating a task, the default status will be “In draft”. This way you can create a task first, and then select a Contractor who will work on it.
However, if you change the status to “Assigned”, “In progress”, or “Awaiting approval”, then the Team Member field will appear under the status and you will be able to directly select a contractor and assign them to the task you are creating.
As soon as you have created a task, click on "Add Contractor" in the partner tab to choose a person to send the task request to.
Please note: You can also send a task request to multiple contractors at a time and request their fee proposal for a certain task. This allows you to choose the best offer.
Choose a person from the list of contractors by clicking on the arrow next to the person you want to send the request to.
Please note: You can filter by multiple criteria (pay rate, availability, skills, etc.) and attach a compliance sending (contracts, forms and documents) when selecting a contractor.
Click "Invite" in the bottom left corner to send the request.
As soon as your contractor has accepted the request, you will receive a notification via e-mail and in your Lano account.
You can also assign tasks without having received a confirmation of the task request from your contractor.
To do so, select a contractor and then directly assign them by clicking on the three dots in the right corner.
© Lano Software GmbH 2023