# Step 3: Create Tasks, Manage Files, & Collaborate with Your Team
This document is part of a series that describes the four basic steps in creating and managing your Capture in GovTribe:
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GovTribe’s collaboration features allow you to:
* coordinate with your team on writing and reviewing bid proposals,
* assign and track the completion of tasks,
* manage version control on documents, and
* share market information
… all in real time.
For many companies, the array of federal business development activities are split among a half dozen tools or databases, and communication is relegated to email chains. By consolidating all of that content and communication into one platform - that ALSO happens to have all of the relevant opportunity and market data from the government - can be a powerful boost to productivity, efficiency, and effectiveness in the business development process.
## Creating and Working Tasks
***To create a task:***
**Step 1.** Go to: **Main Menu** >> **My GovTribe** >> **Pursuits** >> click on appropriate **Pursuit**
**Step 2. C**lick "+ Add**"** to create a new task\
If tasks already exist, click **+ icon** (Add Task)
**Step 3.** Complete the fields presented and assign the task to an **Owner**, finally click Save.
{% hint style="info" %}
You can assign Tasks to yourself or any other user on your Account as the Task’s Owner, who will receive an email Notification that the Task has been created. You (the Task creator) will receive an email notification when the Task is marked complete.
{% endhint %}
{% hint style="info" %}
You can create and use Tags to categorize Tasks by type or any other designation you want. You can then use Tags to filter the Tasks page (**Main Menu** >> **My GovTribe** >> **Tasks**).
{% endhint %}
**Step 4.** The Task is displayed on the *Tasks* menu.
***To complete a task just check the check box!***
## Monitoring Tasks Across Your Account
You can view and monitor Tasks from either of two places:
* View tasks for a single Pursuit on the Tasks tab on the Pursuit Detail page\
(**Main Menu** >> **My GovTribe** >> **Pursuits** >> click on appropriate **Pursuit** in list)
* View all Tasks across all Pursuits from the main Tasks page for your account\
(**Main Menu** >> **My GovTribe** >> **Tasks**)
## Sharing Files and Managing Document Versions
You and your team can add files related to the solicitation package (e.g., resumes, quals, draft proposal documents, etc.)
If you click on the **Edit** button of any file, you are able to add a new version of the file. Any user can also view previous versions at any time, allowing for simple, intuitive version control.
### **Uploading Files to a Pursuit**
***To upload files to a Pursuit:***
**Step 1.** Access the *Pursuit Files* tab on the appropriate **Pursuit**
**Step 2.** Click the "+" button to upload a new file:
### Using Government Files in a Pursuit
***To use Government Files in a Pursuit:***
**Step 1.** Click the *Government Files* tab on the appropriate **Pursuit**.
{% hint style="info" %}
Files associated with the Opportunity or Grant associated with your Pursuit can be accessed on the Government subtab. These files are automatically updated as changes are made by Federal agencies.
{% endhint %}
### Managing Document Versions
***To manage document versions:***
**Step 1.** Access the Pursuit *Files* tab on the appropriate **Pursuit.**
**Step 2.** Click the **Edit** button.
Each time a new version is uploaded, the date and time is updated in the *Updated At* column.
**Step 3.** To view previous versions of the file, click the drop-down icon on the **View** button.
## Using Discussions on Pursuits
Within each Pursuit, a *Discussions* tab allows team members to post and read comments related to the Pursuit.
### Discussing from within a Pursuit
***To participate in discussion of a Pursuit on GovTribe:***
**Step 1.** Go to: **Main Menu** >> **Pursuits**, and click on the **Pursuit** you wish to use. Next select the "Discussions" Tab.
{% hint style="info" %}
You can also click on a Pursuit in your Pipeline.
{% endhint %}
**Step 2.** If a Discussion has not yet been started, click **Start a Discussion** and add the first comment.\
If a Discussion already exists, click **+Add Discussion** in the upper left corner of the tab.
{% hint style="info" %}
You can also click Start from Email to send email instead ([see below](#using-email-to-discuss-a-pursuit) for details).
{% endhint %}
**Step 3.** Give the discussion a **Name** (this is usually descriptive of the topic of the discussion), type your message in the space provided, **Upload Files** if you want, then click **OK**.
Your new Discussion will appear in the Discussion tab, and users can participate by clicking **+ Add Comment**.
{% hint style="info" %}
Any user can hide and show the Comments string in a Discussion by clicking the ^ icon. Also, the number of Comments in a Discussion are indicated.
{% endhint %}
### Starting a Additional Conversation
***To start a new, separate conversion:***
**Step 1.** Click the **+ Add Discussion** button.\
A new conversation, separate of any existing conversations, will be created.
### Using Email to Discuss a Pursuit
Using email to add to a Pursuit’s Discussion is convenient when you would like to copy people who are not on your GovTribe account. Those people’s responses to the email will be captured in the Pursuit’s Discussion.
{% hint style="info" %}
Files attached to emails to a Pursuit's discussion are placed in the User Files tab of the Pursuit.
{% endhint %}
***To discuss a Pursuit Using Email:***
**Step 1.** Go to: **Main Menu** >> **Pursuits**, and click on the **Pursuit** you wish to discuss.
{% hint style="info" %}
You can also click on a Pursuit in your Pipeline.
{% endhint %}
**Step 2.** Access the *Discussions* tab:
* If no Discussion exists, click **Or Start from Email**.
* If a Discussion exists, click **Add From Email**
An email will open in your default email application, with the **To:** field populated with a custom "behind-the-scenes" address that will place the email in the appropriate Pursuit’s Discussion tab.
