'Visible in portal' feature
Created:
2019-11-29
Last updated: 2019-12-16
Last updated: 2019-12-16
Post view count: 4626
In the Client Portal you can decide, if a task should be visible in the portal or not. It's escpecially important if your employees use tasks not only to keep a client posted, but also to make themselves reminders, eg. to call a client, to prepare the offer. Sometimes tasks are also used as an internal chat, so the Visible in portal feature comes quite handy in certain circumstances.
If you'd like to display a task in the portal, you can mark it while creating a new task. Leave the checkbox unmarked if you don't want your client to see the task:
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You can't see the checkbox? Select Settings > Account settings > Advanced on the left side. Go down to the Field modification in task's popup section and mark the field. Hit Save.
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What if you've already added a task but forgot to mark/unmark Visible in portal checkbox? Select a cog icon in the top right corner of the task and click on Edit. Next, select More options. Go to the bottom of the menu and mark/unmark Display in the client's portal. Save the changes:
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If you'd like to display a task in the portal, you can mark it while creating a new task. Leave the checkbox unmarked if you don't want your client to see the task:

You can't see the checkbox? Select Settings > Account settings > Advanced on the left side. Go down to the Field modification in task's popup section and mark the field. Hit Save.

What if you've already added a task but forgot to mark/unmark Visible in portal checkbox? Select a cog icon in the top right corner of the task and click on Edit. Next, select More options. Go to the bottom of the menu and mark/unmark Display in the client's portal. Save the changes:

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