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User Guide
User Guide
  • Welcome!
  • Contact GovTribe
  • Getting Started
    • What Is GovTribe?
    • GovTribe QuickStart: Typical Workflow Overview
    • Navigation in GovTribe
    • Identify Your Company in GovTribe
    • Favoriting
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    • Search 101
      • Different Searches You can Make
      • Common Search Gotchas
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      • Semantic Search
    • Data Exports
  • Features
    • Explore
    • GovTribe AI
      • AI Insights: Reasoning Model
    • Capture
      • Intro to Pipeline, Pursuits, and Triage
      • Pipelines
        • Pipeline Tips and Tricks
      • Pursuits
        • Linking Opportunities and Awards to Existing Pursuits
        • The Dashboard
        • Pursuits Tips & Tricks
      • Tasks
      • Saved Searches
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      • Reports Section
        • Funding Analysis Report
        • Funding Report
        • Awards Report
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      • Additional Reporting Found on GovTribe Detail Pages
        • Detail Pages - Funding Analysis Section
        • Detail Pages - Funding Report
        • Detail Pages - Awards Report
        • Detail Pages - Top Vehicles Reports
    • Opportunities
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      • Federal Contract Award Data Hierarchy
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      • Major Defense Programs
  • How to
    • Change Your GovTribe Plan
    • Add and Remove User
    • Manage Your User Profile
    • Manage Billing
  • Pipeline Pro Tips - 4 Steps to Creating & Managing Your Capture
    • Step 1: Create and Customize a Pipeline
    • Step 2: Add Pursuits to Your Pipeline
    • Step 3: Create Tasks, Manage Files, & Collaborate with Your Team
    • Step 4: Monitor and Manage Your Pipeline
  • Some Example Use Cases
    • Conducting Market Research
    • Finding Opportunities
    • Research Incumbent Contracts
    • Find a Specific Contract or Grant
    • Research Competitors or Find Partners
    • Research Subcontract Award Data
    • Research NAICS and PSC Categories
    • Research Possible Re-Competes
    • COVID-19 Federal Government Contracting Data
    • Track Competitors or Partners Awards
  • Integrations
    • Slack
    • Zapier
    • pWin.ai
    • Unanet
  • Frequently Asked Questions
    • Phone Number Verification
    • GovTribe Plan Options & Support Levels
  • Terms of Use
    • API License Agreement
  • Privacy Policy
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  1. Features
  2. Capture

Tasks

Annotated description of the main Tasks page for your account

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Last updated 1 year ago

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GovTribe helps you collaborate with team members on your account with a Tasks module, in which you and others can create Tasks for Pursuits and assign an Owner, due date, and more.

Tasks are created for each individual Pursuit on the Tasks tab of the Pursuit Detail page (Main Menu >> My GovTribe >> Pursuits >> click appropriate Pursuit >> click Tasks tab). Tasks can then be viewed and managed either in the same location, or on Main Tasks page for the entire account (Main Menu >> My GovTribe >> Tasks).

When a Task is created the Owner (assignee) receives an email notification, and when the Task is marked Complete, the Task’s creator receives an email notification.

Related Article:

To access the Tasks Page:

Step 1. Go to: Capture >> Tasks.

The Tasks page will be displayed, which allows you to view and access Tasks on all Pursuits across your account.

The following image describes this page and its features and functionality:

The Task list can be filtered by the following options:

Step 3: Create Tasks, Manage Files, & Collaborate with Your Team