Open a task
Select Tasks & requests, then choose the task subject. The header shows the current status and priority. The context area shows the business, submitted date, and assigned team member.
Read the original request and files
The Original request card preserves the message submitted with the task. The Attachments card lists the private files available to your account. Select a file name to download it.
Follow the conversation
The Updates section contains client-visible messages in time order, with the sender and date. Internal BizRx notes are not shown in the client Workspace.
The task list and detail page also show status changes such as Submitted, Reviewing, In progress, Waiting for client, Completed, or Cancelled when those states are applied.
Add a follow-up
- Select Add follow-up at the top of the task, or move to the follow-up form below the timeline.
- Enter the new message.
- Optionally select additional files.
- Select Send follow-up.
Use the same task for information that belongs to the existing request. Create a new task for separate work so each request keeps a clear history.
New client-visible updates may also appear in the Workspace notification centre. Open the linked notification to return to the relevant record.
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