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.
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.
Author attribution shows you who did the work. Entries created by a person show that person's name and avatar, entries created by Dash show Dash, and entries created by a Dash Agent show the agent's name.
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.
Notes/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, reply directly inline with the comment1, view attached documents2, and view replies3.
Creating and Managing Capture Tasks
Creating Tasks
To create a new task, click the New Task button in the top right of the page.
Applying Task Templates
To apply a template, navigate to the Tasks tab of your opportunity. Select Apply Template in the top left, and choose your desired template.
This will apply your task template, and all tasks associated with the template will be created as configured.
Task Customization
To learn more about fully customize your task templates and task statuses, check out our support article here.
Filters and View Customization
Using the Filters1, Type2, and Sorted by3 buttons, you can fully tailor your views to your needs. You can save and recall previously saved views4 and set your default view.
Under Customize, you can adjust the layout, visible columns, visible card pills, and show subtasks in the current view. Turn on the Created By column to see whether each task was created by a teammate, by Dash, or by one of your Dash Agents.
Task View
The task view allows you to adjust the task details that have already been set, but in addition, you can create subtasks, collaborate with your team in comments, and review the task activity log. You can also duplicate a task from this view using the Duplicate button in the top right, or delete the task entirely.