Define Task Group(s), Phases and Tasks

This article outlines a series of steps to do the following: 

• Add Task Group
• Add Phases
• Add Tasks

Add Task Group

1. Click on Task Group tab on the top and click on Add Task Group as seen in the screenshot. 
   
   
   
   
2. On the Add task group pop-up window, provide a Task group name and click on Add task group if you wish to add multiple task groups. Click on the Add to save the newly created Task Group(s).
   
   
   
   
3. You will see a confirmation message on the bottom left of the screen once the task groups are created. If you wish to add more, you can click on Add task group to add more groups. 
   
   

Add Phases

1. The next step is to Add Phases for the defined Task Group(s). Click on the first Task group to add phases.
   
   
   
   
2. Click on Add Phase on the top right of the page. 
   
   
3. On the Add phase pop-up window, provide a Phase name and click on Add. 
   
   
   
   
4. Add the different phases for the Default workflow template. Once all the Phases are added, the Tasks can be defined.

Add Tasks

1. Click on the Add task link under the defined Phase to specify tasks. 
   
   
   
   
2. On the Add task pop-up, enter the Task name, provide a Description and you can attach any collateral under the Attachments section if you have any and click on Save on the bottom right of the screen. 
   
   Note: You have an option to select if the task is mandatory by checking the box.
   
   
   
   
3. Define Tasks for all phases and Save. Once all the information is input, the page will look as shown below based on the parameters you configured with. 
   
   

You possess the capability to incorporate numerous partner program templates and establish workflows for the partner program. Upon the creation of a new relationship on Pronto, the Partner program may be affixed to the relationship, thereby facilitating partner onboarding. The defined workflows and tasks serve to accomplish all the necessary requisites for initiating the joint partnership, and also aid in building collective solutions and publishing them on the marketplace with unambiguous directives from both parties.

If you have any questions or need help, you can reach us on support@gopronto.io.