Is there an option or setting we can use to leave client requests open after the work is closed? The reason is because we would like Karbon to be our main point of contact with clients which includes sending financial reports after the books are closed each month or each year, but also be able to mark the work item complete so it isn’t lingering in our “My Week” or open work items which skews our insights. When we mark the work complete and even ask to leave tasks as is, it closes out the client request and they cannot access. At this time, we are sending final statements via email, but it would be ideal for us to be able to keep all comms within the Karbon work item.
Client Requests
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Hi
No option or setting that I’m aware of. You could start a feature idea for it 
Thank you!
We created a Misc Doc Request work item template that can be added to clients, for a similar reason. We wanted to track all comm in Karbon, but not keep old work items open. This allows clients to comment and send/receive docs and comments within their Portal.
If your clients would like to use the login function on the portal they can access their most recent 100 items. In our case this doesn't make sense for our once a year tax clients but some of our clients that we interact with on a more regular basis login and get their documents whenever they'd like. Have to wait and keep their work items open after we complete them.
Check this out for more information:
https://help.karbonhq.com/en/articles/1524694-client-request-settings-and-security
If you create a feature request, be sure to post it here for us to vote on.
Once work is marked completed, they can’t respond on the tasks. But Doing as
Just be sure to pay attention to the title name and external title name if you need one to be for internal reference and the other more client facing friendly.
Also, I wouldn’t make this work item as part of my “workflow” that requires due dates. Work items with “no due dates” can get lost in work views. In my week, you would need to plan it for the weeks you need to watch for it if at all. Lots to consider due to the great flexibility of Karbon.
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