Check that task access is active
Select Tasks & requests in the Workspace navigation. Submit a task appears when the current business has task access through an Active or Manual active subscription, or when BizRx has enabled an override.
If task access is not active, you can still read existing tasks. The page explains that new tasks unlock after activation.
Create the request
- Select Submit a task.
- Enter a short, specific Subject.
- Under What do you need?, describe the desired outcome, important context, and any relevant deadline.
- Choose Normal or Urgent priority.
- Add supporting attachments if needed.
- Select Submit task.
Use Urgent only when an issue is actively affecting customers or revenue. Priority identifies urgency; it does not promise a specific completion time.
Write a useful task
Include:
- what needs to change or be investigated
- where the issue appears
- what a successful result looks like
- any deadline or business impact
- screenshots, documents, or source files that remove ambiguity
After submission, the task detail page shows its status, priority, business, submitted time, assigned team member, original request, attachments, and update timeline.
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