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

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.

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

   

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

     

2. Use Filters and Sorting (Optional)

   • Filter by Client or Order ID

     

   • Sort requests alphabetically or by issue date

     

   • Use Preferences to show/hide fields (Task Name, Order ID, Client Name, Service, Status, etc.)

     

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

     

4. Status Updates

   • Approved requests become active tasks

   • Rejected requests remain logged but are not converted to tasks and shown status as rejected.

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