In Limble it is possible to share tasks with vendors or other people outside of your organization. This article will show you how to do that and teach you how the process works.
Share Task With Vendor
In the upper right corner of a task you will see a "Share" button. When you click it, a drop down menu will appear. Select the option to "Share Task Externally."
Next, you will need to choose a person or vendor to share the Task with. If you already have added your vendors to Limble you can select the green "Pick Vendor" button to select a vendor. (Click here to learn how to add vendors.) If you do not have the vendor added to Limble you can type their email in the field labeled "To:". The benefit of having your vendors entered into Limble is that all of their past tasks will be organized and you'll be able to look up their history.
Once you select the "Share Task" button, the Vendor will receive an email with a link to the task. When they click the link, a browser page will open and it will contain the task as if they were a Limble user at your organization. They will be able to follow the instructions on the task and complete them. They can also upload the invoice for their services. However, they will not be able to see anything else on your Limble account.
When the Vendor selects the "Finish" button, they will be logged out of the Limble task and the person who assigned the Task will be notified so they can review the work performed by the vendor.