Tasks
Tasks are the work items needed to complete and submit your proposal. They help you track progress and ensure nothing is missed before the deadline.Task Types
| Task Type | Description | Status |
|---|---|---|
| Writer | AI-powered proposal generation | Available now |
| Forms | Fill out required forms | Coming soon |
| Review | Internal review milestones | Manual |
| Custom | Any other work you define | Manual |
Viewing Tasks
1
Open Tasks
In your project, click Tasks in the sidebar.
2
Review task list
See all tasks with their status and deadlines.
3
Filter and sort
Filter by status, assignee, or due date.
Task Status
| Status | Meaning |
|---|---|
| To Do | Not yet started |
| In Progress | Currently being worked on |
| In Review | Completed, awaiting review |
| Done | Completed and approved |
Working with Writer Tasks
Writer tasks are the primary automated task type:1
Click on Writer task
Open the task to launch Writer.
2
Follow 4-step workflow
Documents → Writing Plan → Facts → Concept
3
Complete and export
Generate the proposal and export when ready.
4
Mark complete
Return to Tasks and mark as done.
Managing Tasks
Assign team members
Assign team members
Click on a task to assign it to a team member. They’ll be notified and can track their work.
Set due dates
Set due dates
Add internal deadlines that give buffer before the final submission date.
Add custom tasks
Add custom tasks
Create manual tasks for work outside Forgent: printing, courier, signatures, etc.
Track dependencies
Track dependencies
Some tasks depend on others. Complete prerequisite tasks first.
Progress Tracking
The project overview shows:- Task completion – X of Y tasks complete
- Timeline – Days until deadline
- Blockers – Tasks that are overdue or stuck