You can set jobs to display upcoming deadlines for your client. These will be shown in the Deadlines section of the portal, organised by month and year.
You'll receive an email and a notification is displayed in IRIS Elements when your client completes the task.
This topic assumes that the required job key dates have already been created.
- From the Settings cog, select Jobs.
- Select the job you want to assign a deadline to.
- From the Dates tab, select the key date.
- At the end of the field options, select Yes to Show as deadline.
- Enter a Deadline title — this is displayed to the client in their portal.
- At the top of the page, select Save.