Client requests
Ask your client for the things only they can give you: a logo file, a login, a decision, a sign-off. They answer in the portal, and you are told when they do.
How to
- Open the project and choose the Delivery tab.
- In Requests from client, open Add a request.
- Under What do you need?, describe it in a few words, for example "Your logo as an SVG".
- Choose a Type and, if it helps, a Due date.
- Click Add request. It is saved as Open and appears in the client's portal under Needs your attention.
- Send your client the portal link, or mention the request in a client update. Adding a request does not email the client on its own.
Request types
The type decides what the client is asked for in the portal.
| Type | The client is asked for |
|---|---|
| File | A file upload. |
| Link | A web address. |
| Approval | A written response. |
| Decision | A written response. |
| Text | A written response. |
Uploaded files follow the same rules as deliverable files: up to 25 MB, in a document or image format, stored privately.
Request
open → fulfilledWhen the client answers
As soon as the client submits, the request becomes Fulfilled and leaves their "Needs your attention" list. On your side, what they sent appears under the request: a file to download, the link, or their note.
You get a "Client request fulfilled" notification, and a separate "Client uploaded a file" notification when they upload one. Both show in the bell and in Needs attention, and go by email or WhatsApp to whoever your notification settings name.
Closing a request yourself
If the client sent what you needed another way, by email for example, click Mark fulfilled on the request. It closes without a submission, and it still raises the "Client request fulfilled" notification.
To remove a request altogether, click its bin icon and confirm. Anything the client submitted against it is removed from the list too.
Still stuck?
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