Heads Up! If you see features in this article that aren’t in your account, this article may be what you're looking for instead.
Send a Client Request from the Tasks List
1. To get started, log in to the mobile app.
2. Tap the Tasks tab.
3. Tap the Global Add Button.
4. Tap Request to open the Add Client Request card.
5. Input a Request Title.
Alternatively, use the Apply template option to add a pre-made Client Request Template to the request.
6. Select a Client to send the request to.
7. Edit Assignees if needed.
Teams & Roles: Teams & Roles can now be assigned to clients, tasks, subtasks, and client requests in the app. To learn more, visit the Explore Teams & Roles section of the Knowledge Base.
8. Select a Priority.
9. Add a Description.
Clients will be able to read the description on the Client Request.
10. Include any instructions for your client in the Description box.
11. Add a Client Due Date.
12. Add a Client Reminder.
Choose a reminder schedule from the menu.
Choose the duration of your reminder. Reminders can recur for up to 60 days.
13. Create and Send or Create as Draft.
Tap Create and send to send the Client Request to your client. Tap Create as draft to save a draft. You can edit and send the client request later.
Send a Client Request from a Client Record
1. To get started, navigate to a relevant Client Record.
2. Tap on the Global Add Button.
2. Tap Request.
3. If needed, tap Apply Template to use a pre-made Client Request template.
Tap the Template you want to use.
To change your applied template, tap Change.
4. Enter any relevant client request information.
Required information fields have a blue asterisk.
5. At the bottom, tap Create and send to send the request to your client.
Tap Create as draft to save the client request as a draft and send it later.
