# Requested Task

The Requested Task feature allows clients to create new tasks from their portal, linked to a specific order. Agencies can then review, approve, or reject these requests directly from their own portal.

### What You Can Do

* Clients can request new tasks tied to an order
* Agencies can review, approve, or reject task requests
* Agencies can approve or reject tasks individually or in bulk
* Filter, sort, and customize request views for easier management

### Why It Matters

* Provides clients with a structured way to submit additional needs
* Helps agencies control scope and workload by reviewing tasks before acceptance
* Ensures transparency in requested work between clients and agencies

### Who Can Use This

* **Clients**: Can create requests from their Client Portal
* **Agencies (Admins / SuperAdmins)**: Can view, approve, or reject requests from the Agency Portal

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### Client Workflow

1. **Access Requests**
   * From the left sidebar in the Client Portal, click **Requests**
2. **Create a Task Request**
   * Click the **+ Request a Task** button
   * Fill in the required details:
     * Select Order (mandatory)
     * Task Name (mandatory)
     * Description (optional)
     * Attachments (optional) \
       You can upload up to 1GB file here.<br>
3. **Submit the Request**

   * Click the "Request" button to submit the task.
   * The new request will appear under Requests with status: **Pending**
   * The agency is notified of the new request

   <figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FFsZfuZBuEkNbXAumVioh%2FScreenshot_236.png?alt=media&#x26;token=85386f97-162f-4da2-a107-ec36bb4e8cd4" alt=""><figcaption></figcaption></figure>

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### Agency Workflow

1. **View Client Requests**
   * From the left sidebar in the Agency Portal, click **Requests**
   * All pending requests will appear in the list view\ <br>

     <figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2Fv7jjFkBvS6YNeFG8WLEZ%2FScreenshot_231.png?alt=media&#x26;token=332a09d1-f4c1-4e3d-983f-a2efc329dc5f" alt=""><figcaption></figcaption></figure>

2. **Use Filters and Sorting (Optional)**
   * Filter by **Client** or **Order ID**<br>

     <figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FTswMbasIV3c2MHRLjfdi%2FScreenshot_232.png?alt=media&#x26;token=7cdc947e-bab5-4acb-9a92-0568ad733e60" alt=""><figcaption></figcaption></figure>

   * Sort requests alphabetically or by issue date<br>

     <figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2F9Mijyii2pOTQxuLVQVMa%2FScreenshot_233.png?alt=media&#x26;token=48856970-57ff-42f1-870a-38fbc0165e4c" alt=""><figcaption></figcaption></figure>

   * Use **Preferences** to show/hide fields (Task Name, Order ID, Client Name, Service, Status, etc.)<br>

     <figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FqxKKv8Eepchs4gKMAjQD%2FScreenshot_234.png?alt=media&#x26;token=a383a544-c52b-4138-bb6e-6daf48fe0488" alt=""><figcaption></figcaption></figure>

3. **Approve or Reject Requests**
   * Approve/Reject **individually** using the action buttons beside each task
   * Approve/Reject **all at once** using the top right buttons<br>

     <figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FJi2b5Sl99EfzlKBdA5tK%2FScreenshot_231.png?alt=media&#x26;token=8d3c9316-16a4-4388-a8b8-fa94499cb32b" alt=""><figcaption></figcaption></figure>

4. **Status Updates**
   * Approved requests become active tasks
   * Rejected requests remain logged but are not converted to tasks and shown status as rejected.

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### Important Notes

* Requests are always tied to an existing order—clients cannot create free-floating requests
* Agencies have the final control: clients cannot bypass approval
* Once approved, tasks behave like normal workspace tasks and follow existing workflows
* Requests that remain pending are visible to both agency and client until action is taken