Project communication is now supported through the order within Partner Centre, Sales & Success Centre, and Business App.
Getting started
Clients and Channel Partners have the ability to communicate directly and view status updates directly within the Task Manager project or within the order found in: Business App, Sales and Success Centre, or Partner Centre.
Any questions or comments will be updated immediately and email notifications will be sent to relevant parties when: the order begins, the status changes to waiting on customer, or when the due date is changed.
To make a comment on your project within Task Manager
Go to:
i. Task Manager -> Projects -> Type Comment
ii. Send
To view orders and make comments in Business App/Sales & Success Centre/Partner Centre:
i. Visit relevant platform -> click on the order
ii. “Ask question about your product or service”
Summary
- @ someone within the project comments to tag them in a project
- Notify relevant parties when you change the due date, add a collaborator, or change status to waiting on customer
- View and comment on your project by visiting Partner Centre, Business App, or Sales and Success Centre, click the drop-down arrow under fulfilment, "Ask a question about your product or service"