Client Tasks and Client Uploads
Amanda Aparicio
If a client task where a document is being requested is created for a client within a recurring project then, when they complete the task it would be great to see either what they uploaded, a direct link to the client uploads included in the task or just to receive a notification that they uploaded to client uploads. A client completed the client task I created in their recurring monthly bookkeeping which was requesting a document but I couldn't tell that anything had been uploaded to the client uploads so, I thought they had just chosen to mark complete. I didn't receive any notification that they had uploaded anything to the client uploads.
Log In