In this guide, we will walk you through the steps to reject or approve a proposal for an assignment.
Accessing and Viewing Proposals
Viewing more information about a proposal
Managing Proposals
Accessing and Viewing Proposals
- Login: Log in to the platform using your email and password.
- Go to Assignments: Navigate to your menu and select ‘Assignments’ from your left-side menu.
- Select the Assignment you are looking for
- Select Proposals Tab: Click on the ‘Proposals’ tab within your selected assignment
- Kanban View: View the proposals submitted in the ‘Shortlisted’ column in the Kanban view. If not solver propsoals submitted, then our team is still busy selecting the best solver proposals for you
Viewing more information about a proposal
To view more information a proposal, follow the steps below:
- Click to view the assignment you want to select or reject solvers for
- Go to 'Proposals' tab
- View all proposals in their corresponding status
- Click Proposal: Click on the proposal to view more details about it
- Solver Profile: Click on the solver's name to view their full profile
Approving a Proposal
To approve a proposal and select that solver for the assignment, follow the steps below:
- Click to view the assignment you want to select or reject solvers for
- Go to 'Proposals' tab
- View all proposals in their corresponding status
- Approve proposal: You can approve a proposal with status 'Shortlisted' by taking one of the actions below:
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Approving via Kanban View:
- Drag & Drop: Drag the proposal to the ‘Approved’ column.
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Approving via Menu:
- Open Menu: Click the hamburger menu of the proposal.
- Select Approve: Click ‘Approve’.
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- Confirm Selection: The selected solvers will be assigned to the assignment
- Automatic Rejects other proposals: Selecting other proposals will automatically reject all other proposals if all deliverables spots are filled.
- Notification: Both the solvers and Blackbear will be notified of the approval and assignment
- Click Proposal: Click on the proposal to view more details about it
- Solver Profile: Click on the solver's name to view their full profile
Rejecting a Proposal
- Click to view the assignment you want to select or reject solvers for
- Go to 'Proposals' tab
- View all proposals in their corresponding status
- Reject proposal: You can reject a proposal with status 'Shortlisted' by taking one of the actions below:
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Rejecting via Kanban View:
- Drag & Drop: Drag the proposal to the ‘Rejected’ column.
- Rejecting via Menu:
- Open Menu: Click the hamburger menu of the proposal.
- Select Reject: Click ‘Reject’.
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- Reject: click ‘Reject’ and select a reason for rejection. This reason will be shared with Blackbear and the solver, notifying them of the rejection.