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What will my client see when I share a task?

This article walks you through what your client sees after a task is shared with them through MyCase.

Updated over a week ago

This article walks you through what your client sees after a task is shared with them through MyCase.

Overview

When a task is shared with a client, they receive an email alerting them of the newly added task in MyCase. The email includes basic details about the task and prompts them to view the task in their Client Portal account. ​


Clicking View Task in their email notification, your client will be prompted to log in to their Client Portal and will be taken directly to that task.

If your client logs in directly to the Client Portal and does not follow the email notification, they will see the task that was shared in Recent Activity on the home dashboard. They can then click the task to see further details.

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