The Activity feature in the GovDash Pipeline allows your team to communicate, review updates, and track tasks quickly and easily within an opportunity.
Accessing the Activity Tab
To access the Activity feature of your Pipeline opportunity, click within an opportunity in your Pipeline, and then select the Activity tab.
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Using Activity
The Activity tab is broken out into several key features:
The Audit Log tracks your opportunity updates and phase changes, allowing you to easily track progress in a central location. You can export this audit log in Excel format using the Export button.
Tasks give you the ability to create and assign tasks, set due dates, and track status in the Tasks view.
Chat allows your team to closely collaborate, communicate, attach documents, and tag other team members.
Attaching Documents
Documents that are attached to comments/messages do not get added to the Solicitation Documents or Data Library automatically. If you’d like to add these documents to other places within GovDash, please ensure you are uploading them to the desired location as well!
Chat Functions
Within the message creation options, you can create comments that have document attachments, mention specific team members.
Once messages are created, you can pin, edit, delete, and create/attach tasks (1), reply directly inline with the comment (2), view replies (3), and view attached documents (4).
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Creating and Managing Capture Tasks
You can create tasks using the New Task button at the top of the page.
To manage your tasks, switch to the Tasks view at the top of the page. This will allow you to track the tasks progress to completion. You can click to edit the task, add notes, and change dates and urgency as needed.
By selecting a task, you can access additional details about the task, provide comments for updates or questions, create subtasks, and more.
Task Customization
To learn more about fully customize your task templates and task statuses, check out our support article here.