How Do I Add RFP Default Tasks?

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Use the RFP-Tasks preferences to create phase specific default tasks that need to be completed for RFPs. Tasks are added by phase and are broken down into types. The three default types are Administration, Documents, and Reports. Customized types can be added as well. Use these settings to set the number of hours to be spent on the task and assign an employee to complete the tasks.


A large library of default tasks for the phases are provided. These can be loaded into new RFPs so they can be assigned to team members quickly. Review the list and modify as necessary.

Do the following to add RFP tasks:

  1. Select Preferences from the master drop-down list.

  2. Open the RFP panel and click Tasks.

  3. Select a phase in the Phases section. Its related tasks display in the list below the phases list.

  4. Select a task type from the Type drop-down list (for example, Administration).

  5. Do one of the following:

  1. Enter information for the new task in the Task Details section.