FAQ

What should I do if I cannot see a task?

Check filters, your task role, and the selected work section. If the task still cannot be found, contact the portal administrator.

How do I know who receives a notification?

Usually, notifications go to participants responsible for the action and to users subscribed to the item.

Where should I keep work explanations?

Use comments next to the task, document, or CRM record so the context stays available for the next participants.