Client Requests
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Kathy Luker
When sending a client request with an updated task, is it possible to send only the open tasks? Currently, all tasks are sent in the email, even closed ones, which makes it confusing for the client, which tasks need attention.
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Amanda Aparicio
Kathy Luker, could you kindly clarify? Today, we only send the open tasks in the client email (see example below -- left is what the client receives, right is what I have completed in the project itself)
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Lindsey Denson
Amanda Aparicio Possible meant that from in the client portal, they see all of the closed client tasks and have to sift through to find the open ones.
Amanda Aparicio
Lindsey Denson, thank you for clarifying that!