Portal To Do Requests [6]

Purpose

A ‘To Do’ request is a simple client request, with no data capture or file upload.

How it works

• Choose To Do.
• Optionally select a specific individual.

If no individual is selected, any linked individual with portal access can complete the request (“Anyone with portal access”).

• Enter a short message describing what the client needs to do (for example, “Update your Xero records”).
• Save the request.

Within the task, you can see:

• Who completed the request.
• The date and time of completion.

Client experience

• Send the portal link to the client, either:

    - By copying the link into an email, or

    - Using the built-in email template functionality.

• The request appears in the portal as a to-do item.
• The client marks it as completed once done.