Unable to view client task Description/Memo once task has been sent out to client
complete
Dominique Chapman
I am unable to view the task description that I included when sending an "Upload Document" request for missing tax documents. There is no functionality to view the memo/description for tasks that have been sent out to the client, which makes it difficult to track what was requested.
Lauren LaVan
updated the status to
complete
Hi everyone --
We recently added the ability to see the task description after it has been sent to the client.
To see the task note, click on the three dots icon to the right of the task & click ‘view client task’. Screenshots attached.
Hoping that this visibility helps to streamline your workflow. Let me know if you have any questions.
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Lauren LaVan
updated the status to
in progress
Autopilot
Merged in a post:
Feature Request: Ability to View Task Notes After Creation
Dominique Chapman
It would be helpful if advisors could click on a task they have created and view the note included with it.
For example, our firm often creates an "Upload Documents" task that includes a note listing the specific documents we need from the client. When reviewing client uploads, we need to reference that note to ensure all requested documents have been provided. However, once the task is sent, there is no way to view the note again.
This makes it difficult to track missing documents efficiently within Harness. Having the ability to access the original note after the task has been sent would improve workflow and reduce the need for external tracking.
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Caroline Lukins
Merged in a post:
Note associated with Task - Can we preserve them
Tariq Soliman
When providing a note in a task to the client and then the client marks it done the question originally asked in the task note is gone. Would we be able to preserve these notes?
Caroline Lukins
updated the status to
planned
Dwight Clancy
updated the status to
under review