You can submit a task for approval by uploading the document that is requested.
Who can use this feature?
Submit a new task
New tasks are tasks that you have not yet started working on.
- Sign in to the Vendor Portal.
- On the "Tasks" page, select a task with the status "New".
- In the "General" section, review any instructions that are provided.
- In the "Proof" section, upload the required document.
- After you upload the document, the "Data" section automatically populates with information from it. Review the information and make any necessary changes.
- Then, do one of the following:
- To continue with your tasks at a later time, click Save.
- If you are ready for your task to be reviewed, click Submit.
Submit a saved task
Saved tasks are tasks you have started on, but not yet submitted for review.
- Sign in to the ContractorOS Vendor portal.
- On the "Tasks" page, select a task with the status "In Progress".
- Make any changes to the task.
- After making all your changes, click Submit.
Submit a rejected task
If a task is rejected, you will receive a rejection email. Make the required changes, then submit the task again.
- Sign in to the Vendor Portal.
- On the "Tasks" page, select the task with the status "Rejected".
- To know why the task was rejected, click Document History and review the "Rejected" status, or refer to the email you received.
- After you review the reason for the rejection, click Edit.
- Make the required changes, then click Submit.