Where can I post requests and information that partners can see?

Megan Sullivan

Schedule, to-do, and warranty items can generate task notification requests, alerts and reminders to your partners. So, depending on the nature of the item, you can pick the most appropriate of the three methods.

For your partners to receive these notifications, be sure to have enabled their ability to receive individual work requests on the Partner Details page.

Partners can view Public Notes and files attached to schedule tasks, as well as files you share with them on the Project Files page and Selection Sheet.

Partners can also be added to comment conversations on selection, schedule, warranty and to-do items.

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