Client requests overview
https://www.loom.com/share/b672c02af0504edabe974d9fae5a451d
Summary
1. Introduction
- The Client Request feature is designed to streamline your workflow by allowing you to assign tasks directly to
clients
- It enhances communication and ensures tasks are completed efficiently
2. Task assignment
- Assign tasks such as uploading files, signing documents, or filling out forms to clients
- This feature facilitates clear communication and task completion
3. Flexibility in creating requests
- Client requests can be integrated into ongoing projects or created as standalone tasks, offering versatility in
how you manage your workflow
4. Creating a aask
- Navigate: Access the Work module by clicking on Work in the left navigation bar
- Tasks: Proceed to the Tasks section
- Create task: Click on Create task and select Client request
- Design: Tailor tasks with specific names, descriptions, request types (e.g., e-signature, document upload),
client selection, internal assignees, status updates, and assigned client contacts
5. Configuring notifications
- Set up notifications to alert both you and your clients about task assignments, ensuring everyone stays informed
and on the same page
6. Scheduling requests
- Schedule requests to be sent at a specific date and time, maintaining a structured workflow and ensuring timely
task completion
7. Dedicated chat
- Access a dedicated chat for real-time communication with clients
- Instant notifications ensure prompt responses and efficient collaboration
8. Client portal access
- Clients receive an email with a direct link to the task
- They log into the client portal using their email and a token, complete assigned tasks, and submit them
effortlessly
9. Task completion notifications
- Upon task completion, you receive confirmation notifications, providing transparency and closure to the process