---
title: "Using Client Access PLUS Task Management"
slug: "using-client-access-plus-task-management"
updated: 2026-11-12T15:58:55Z
published: 2026-11-12T15:58:55Z
canonical: "docs.interprose.com/using-client-access-plus-task-management"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.interprose.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Using Client Access PLUS Task Management

## Overview

Client Access Tasks helps agencies and Client Access users create and track account requests, such as balance verification, payment verification, or applying a discount.

Tasks are part of Client Access PLUS. Your available tasks depend on your task permissions, Task Type roles, and access to the associated client and account.

## Access Client Tasks

| **User** | **Navigation** |
| --- | --- |
| Agency | Clients → Tasks |
| Agency client profile | Select Tasks in the sidebar to view tasks for that client. |
| Agency account | Select Client Tasks in the account sidebar. |
| Client Access home | Communication → Tasks |
| Client Access account | Select Tasks in the Accounts sidebar. |

> **Please Note:** The Client Access account sidebar currently opens the general task list without filtering it to the account. Verify the Debt ID when reviewing or creating a task.

## Understand the Task List

By default, each side sees non-closed tasks created by the opposite side. Agency users see client-created tasks; Client Access users see agency-created tasks. Adjust the list filters to find tasks you created or tasks with a different status.

Tasks use a shared work queue. Eligible users can see the same task; there is no individual assignee field. Task Type roles control who can create and view each type.

## Create a Task

1. Open the task list and click New.

2. Select a Task Type.

3. Enter or verify the Debt ID for the account associated with the request. The account currently displayed in the account summary may populate this field.

4. Enter a Due Date, if needed.

5. Enter the request details in Description.

6. Click Save.

New tasks have a status of Open. Tasks created by an agency user have a source of Agency; tasks created by a Client Access user have a source of Client.

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/using_client_access_tasks-image-hy0454ks.png?sv=2026-02-06&spr=https&st=2026-11-13T03%3A31%3A04Z&se=2026-11-13T04%3A31%3A04Z&sr=c&sp=r&sig=FxgaXeVrODR7v8clU1LedJxd7sxUOfv9ZTzyuI6jnPg%3D)

Image Displays Task Type, Debt ID, Due Date, and Description

> **Please Note:** If your new task does not appear in the list, adjust the task source filter to include tasks created by your side.

## Task Notifications

Your agency can configure emails, user alerts, or other workflow actions when tasks are created or become due. Notifications depend on the configured workflow and job schedule.

## Review and Update a Task

1. Open the task list and select a task.

2. Review the Task Type, Debt ID, Task Source, due date, and description.

3. Update Status to reflect progress.

4. Make other changes available to your user, then click Save.

| **Status** | **Use** |
| --- | --- |
| Open | The request is awaiting work. New tasks default to this status. |
| In Progress | Work on the request is underway. |
| Closed | Work on the request is complete. |

These three statuses are fixed; additional statuses cannot be added. Updating a task, including its status, requires Debt Task Save permission.

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/using_client_access_tasks-image-95lx924d.png?sv=2026-02-06&spr=https&st=2026-11-13T03%3A31%3A04Z&se=2026-11-13T04%3A31%3A04Z&sr=c&sp=r&sig=FxgaXeVrODR7v8clU1LedJxd7sxUOfv9ZTzyuI6jnPg%3D)

Image Displays the Task Details and Available Statuses

## Task History

Creating or deleting a task generates an Account note identifying the Task Type and Task ID. Updating a task does not generate this note.

Client Access users can see these notes when the agency enables Show Notes and includes Account in the permitted note types.