High Importance Items

A professional user can mark any request as high importance which will be moved to the top of the request list. Additionally, a professional user can choose to immediately notify the client user via email when the request is marked as high Importance.





To mark a request (or multiple requests) as high importance follow these steps:


  1. Navigate to the engagement you wish to mark the request(s) as high importance on.
  2.  Select a single request, or multiple requests and press the "High Importance" button mceclip2.png in the toolbar.  
  3.  Optionally, choose to "Immediately send email to notify assigned to user".

      To learn more about managing the engagement workflow, visit this article.




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