Omnibasis offers various methods for onboarding resources to a project:


Task Assignment via Email and SMS


  1. When a project task is created, it is then assigned to a specific resource.
  2. An email and/or SMS is sent to the designated resource containing a link to review the task assignment.
  3. The resource has the option to either accept or reject the assignment.
  4. You have the flexibility to customize the message and share all necessary details with the resource.
  5. Resource Addition to a Project:


Resources can be added to a project directly

  1. Upon addition to a project, the resource receives an email/SMS with a link to review a personalized message.
  2. The resource can choose to accept or reject participation in the project.
  3. If accepted, the resource can be subsequently assigned to one or more tasks within the project.


Vendor Resources on the omniMarketplace


  1. Within the omniMarketplace, resources can act as vendors, as explained in more detail at omniMarketplace product.
  2. Resources can publish their availability and rates, subject to your approval.
  3. The project coordinator can browse the marketplace to identify resources that match the project's requirements and timeframe.
  4. Once identified, the project coordinator can assign the chosen resource to specific tasks within the project.

These processes provide versatile and efficient ways to integrate resources into your projects while maintaining control and customization options for task assignment and communication.