Is it possible to assign a client task to my colleague instead to the client? I have some request to my client but my Manager had already the access online on it. Instead of making emails monthly I just want to use the client task to make automate and have the checklist what are already provided. Is it possible?
Hello
ย
Hi
We have this situation with many of our clients, but weโve simply removed the client request and use a standard task instead. Is there a reason you want to use a client request when you already have access to the documents? I may be misunderstanding your question. ๐
Reply
Sign up
Already have an account? Login
Use your Karbon account to log in to the Community.
KARBON LOGINEnter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.