Task Status & Notifications [10]

Viewed Status

When a client opens a task, the system records the time and date it was viewed.

A ‘Viewed’ field shows when the task was first opened.

Completed Status

Once the task is completed, a ‘Completed’ field shows the date and time of completion, along with the user who completed it.

Task Completion Email

When a task is completed through the client portal, an email notification can be sent to:

• The user assigned to the task, and
• The user who created the portal request

This reflects that portal requests can be created by any user, and ensures both the task owner and the request creator can be notified when the client completes the task.

User notification settings

Email notifications are turned off by default. Each user can choose whether to receive these emails in: Profile > Email Notifications