GUEST > How can guests track all their processes?

Guest links contain tasks and a simple process tracker!

Guest Tasks

Guest can see all their tasks on a single page. For more details on guest task views, please see here.

Tracker

The Tracker shows all processes where the guest has a task assigned. Guests will be able to be view completed and upcoming tasks, in those processes.


Guests can set their preferences for receiving daily digests

Click on the downward arrow in the top right corner to access 'Settings'

Click on the toggle to change your email notifications preference. 

By default, guests get a daily email digest of their tasks.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.