Preparing your request

If you are sending work to someone else, you will neeed to be quite specific about what you want them to do, and you will need to spend some time preparing the work.

The Collaboration template introduces an additional prepare section, which you complete before you can set the task to ready. Use the Prepare button to indicate that you have started preparation.

When you are preparing the task, there will be an Edit request link to compose the request you are going to send. When you use this, you can enter instructions for the task. You can also attach files – drawings, documents, spreadsheets, or anything else they will need to complete the task.

Entering request instructions and attachments