In this article:
- Create a Client Request
Create a Client Request
You can use client requests to:
- schedule automatic reminder emails
- comment on the information your client sends you,
- and track the progress of each request.
You can also send and receive as many requests as you need.
To create a client request:
- Click on the global + button
- Select Client Request in the menu
The client request window pops up and is ready for action.
- Type in a Request name for the client request.
- Assign the request to a Contact using the provided dropdown.
- Assign a Priority status to the request.
- Using the Description text box, add any instructions for the request.
- Assign any relevant Team Members to the request using the Assignee(s) dropdown.
- Add a due date for your client by clicking the Client due date field.
- Click the Reminders field to schedule reminder emails to be sent to your client.
- Select a time interval from the two drop-down menus.
- For example, you can select Every Monday and 15 days to indicate you wish for a reminder email to be sent to your client every Monday for the next 15 days or until the client completes the request, whichever occurs first.
Send now to send the request to your client right away. Alternatively, click Save as draft to save the request and come back to it later.
Adding a Request to a Task
Let’s go back up and talk about the option of adding this to a Task.
A task is a job or workflow - such as a 1040 return process, a tax extension, or reconciling monthly accounts. You can add client requests to these types of Tasks which helps it become more trackable.
For example, you’ll likely request clients to upload files, fill out the info, and submit e-signatures. That process is all part of an overall workflow like a 1040 return process.
If you decide not to add to a task, sending client requests this way is more of a “stand-alone” or one-and-done “mini-task” if you will.
With that being said, sending requests this way for situations like this works fine - Let’s go ahead and Send it now.
Note that if you haven’t invited this contact to the client portal, a window will pop up to give you the opportunity to do that before the request is sent.
Enter the Task Workspace
After the request is sent, you’ll enter the task view for the client request.
You’ll see the title of the request, the due date, and team members assigned to the request here. And the priority and status on the right.
Every client request and task can be assigned a status. By default, the client request status is with a client because we sent this to them already. You can change the status by clicking the dropdown.
You can also add notes, and files, and edit the reminder schedule as well.
If you click on the Tasks tab at the top, this takes you to the active list of tasks for this client.
You can edit column fields here by clicking them, like the status, dates, and assignees. Clicking on the title of the request sends you back to the task view.
You can also view all of your client requests under the Tasks module, in the global navigation.
- In the global navigation, select Tasks
- Then, click Task List.
Here, you can see the newly created request we just sent earlier. As you start to accumulate more and more requests and work, it might be easier to track all that here.
Like before, clicking on a request title brings you to the task view.