Question

Sent clients request

  • 13 April 2022
  • 2 replies
  • 35 views

Userlevel 3
Badge +3

Sent client a task request link.  Client said he added the files and sent it back.  How do I know when I client sends the file and where do I look.  I know I should know that by now but it was our first link request for files.

Dan


2 replies

Userlevel 7
Badge +19

Hi Dan!

Look at the work timeline to see who’s email was used to send the client task.

That person will receive a notification in their Triage when a client adds comments or comments or completes a task.

You can also see uploaded documents as comments on the tasks from the tasks screen.

You can also find any documents uploaded through client tasks in the details section of the work item:

Does that help at all?

Userlevel 3
Badge +3

Yes thank you

 

Reply