Project communication and notifications

Project communication is now supported through the order within Partner Center, Sales & Success Center, 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 Center, or Partner Center. 

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 a customer, or when the due date is changed. 

Screen_Shot_2021-08-24_at_10.19.45_AM.png

 

Screen_Shot_2021-08-23_at_11.02.16_AM.png

 

To make a comment on your project within Task Manager
Go to:
i.  Task Manager > Projects > Type Comment
ii. Send

Screen_Shot_2021-08-24_at_10.21.02_AM.png

 


To view orders and make comments in Business App/Sales & Success Center/Partner Center:
i.   Visit relevant platform > click on the order
ii. “Ask a question about your product or service”


Screen_Shot_2021-08-24_at_10.22.18_AM.png

 

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 the status to waiting on customer
  • View and comment on your project by visiting Partner Center, Business App, or Sales and Success Center, click the drop-down arrow under fulfilment, "Ask a question about your product or service"

Articles in this section

Was this article helpful?
1 out of 2 found this helpful
Share