PINATA

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Learn how to create/schedule tasks and manage them in this section.

Dashboard | Task Creation, Editing & Filtering

What is a Deadline Task?

Let's discuss how to use PINATA's Batch Uploader to upload tasks in bulk

How to Batch Upload Tasks!

Let's discuss how to share Tasks for application based on criteria such as distance or tag

How to use Open To & First-Come-First-Serve

How to Create a New Task

Let's discuss how to assign a user to work your tasks!

How to Assign a User to a Task

Task Creation

Let's discuss how to uncancel a task on the dashboard

How to Uncancel a Task

Let's discuss how to close out a task after verifying it's report!

How to Mark a Task as Complete

Let's discuss how to unverify a task on the dashboard

How to Unverify a Task

Let's discuss how you modify your tasks, events, gigs, demos, etc!

How to Edit an Existing Task

Let's discuss how to use PINATA's batch editor!

How to Edit Multiple Tasks at Once

Let's discuss how to verify & edit a task report!

How to Verify or Edit a Task Report

Let's discuss how to view the Billing information within an individual task!

How to View Billing Information

Let's discuss how to download task receipts!

How to download Task receipts

How to Edit Tasks in the Dashboard

Let's discuss how to use filters to search for tasks.

How to use Filters on Tasks

Let's discuss how to download the tasks from your dashboard!

How to Download Tasks from your Dashboard

How to Cancel a Task

Let's discuss how to submit tasks for approval by a manager

How to Submit Tasks For Approval

Let's discuss GoGetter statuses when assigning a task!

GoGetter Assignment Statuses

Let's discuss how talent can confirm they can work an assigned task!

How to Request Staffing Confirmation

Task Management

Find answers and get help from Intercom Support and Community Experts

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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