Client Requests can also be sent from the dashboard tab on Mobile. To get started, log in to the mobile app.

1. Select the Dashboard tab.

• The dashboard tab opens by default when you log in.

2. Tap the Global Add Button.

3. Tap Request to open the Add Client Request card.

4. Input a Request Title.

5. Select a Client to send the request to.

6. Tap Apply Template to apply a premade Client Request Templates‍ to the task.

7. Change the Task Owner if needed.

8. Add a Client Due Date.

9. Include any instructions for your client in the Description box.

10. Setup a Client reminder to have an email reminder sent to your client according to the specified cadence.

11. Tap Save and send to send the completed request to your client.

• Tap Save as draft to save the request as a draft to be sent later.