How to Enable Task Management at the Client Portal Level

Objectives

• Enable Task Management feature for the client portal

Steps

To allow client portal users to manage tasks, you need to enable the feature from the main application. Once enabled, users can assign tasks to either client portal users or core users for completion.

To do so:

1. Open the System Settings and navigate to the Setup & Configuration under System Preferences section

2. Go to the Client Portal tab.

3. Scroll down to find the Show Task Management option and enable this option and save the changes.

Once activated, a new "Tasks" tab will appear in the client portal. This allows client portal users to track their assigned tasks and create new ones as needed.

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