How to Assign a Task to a Contractor

ContractorOS gives you a seamless way to ensure that you and your staff are in full compliance with the requirements set by a work site before your team arrives.

By default, the Site administrator designates Tasks that must be completed by the Vendor and by each Contractor employed by that Vendor. As the Vendor representative, you must ensure that your Contractors are assigned tasks, and that they complete all their required tasks before they arrive at the Site for work.

 

Here is a video walkthrough explaining how to assign a task to a Contractor:

 

Here are the written instructions explaining how to assign a task to a Contractor:

  1. Login to your Vendor account on ContractorOS
  2. Select Manage > Contractors 
  3. Select the Contractor that you are going to assign the Task to.
  4. From their Contractor profile, click Assign Task
  5. Find the Task you wish to assign them, then click Confirm

All done! Once you click confirm, the Contractor will be notified that they have new tasks to complete. You will see the new task added to their Tasks page with the status "Sent".

Once submitted, Tasks are sent to the Site Administrator for review and approval.

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