With 12Build, you can easily assign a bid owner to a bid and manage tasks within your Bid board. This helps distribute responsibilities and improve team collaboration.
1. Navigate to your bid board
Go to the bid management dashboard in 12Build.
Open your Bid board to view all active bids.
2. Assign a bid owner
Locate the bid for which you want to assign a bid owner.
Click on the bid to open its details.
Click on the "bid owner" field on the right side of the pop up.
Select a team member in the dropdown menu.
Click on the [x] to close the pop up.
Manage tasks within a bid
In addition to assigning a bid owner, you can manage tasks in 12Build to keep the process running smoothly.
Creating and managing tasks
Click on the bid you want to edit.
Navigate to the tasks section on the bottom of the pop up.
Click "Create task" on the right side.
Fill in the task details:
Title: Provide a clear description of the task.
Description: Add additional details.
Assignee: Select the responsible team member.
Deadline: Set a due date for completion.
Priority level: Mark as "high", "medium", or "low" to indicate urgency.
Save & track progress:
Tasks will immediately appear in the overview of the bid.
Monitor workload distribution and pending actions.
💡 Still have questions or need help? Please contact our support department.