Assign tasks to an existing contractor as an admin

You can assign additional tasks to contractors you have already added in ContractorOS

About assigning tasks to contractors

Tasks that can be assigned to contractors are managed in the Document Library. Before a task can be assigned to an individual contractor, the task must first be assigned to the contractor’s vendor.

This means you must:

1. Make sure the contractor task you want to assign is in the Document Library. If it is not, contact your Customer Success Manager to add it to the Document Library for you.
2. Assign the contractor task to the vendor.
3. Go to the contractor’s details and assign the task to the contractor.

Assign contractor tasks to a vendor

1. From the left sidebar in ContractorOS, click Manage, then select Vendors.
   
2. Select the vendor that you want to assign contractor tasks to.
3. Click Assign Task to open the task assignment window.
4. In the Contractor tab, select the tasks you want to assign.
   
5. Click Next, then click Done.

Assign tasks to a contractor

1. From the left sidebar in ContractorOS, select Manage, then select Contractors.
   
2. Select the contractor you want to assign tasks to.
3. Click Assign Task.
4. Select the tasks you want to assign, then click Next.
5. On the "Document Notification" step, follow the instructions for your ContractorOS tier:
   • Advanced tier: ContractorOS automatically notifies the contractor when new tasks are assigned. Click Next to continue.
   • Essentials tier: (Optional) If you do not want to send the contractor an email requesting the documents, turn off Send email to vendor to request selected documents, then click Next.
6. Click Done.