The following describes a functionality that is implemented in the system.
| User Story ID | 7817 | ||
| User Story Name | Project Follow Up Functionality | ||
| Overview | This feature adds a tab to the project where the project's pending tasks can be managed. Sometimes, pending tasks are identified with the clients in order to go live or even pending tasks after the go live. This management can be consulted in the client portal and the client can interact through observations on the project's follow-ups. | ||
| How to Use it | A tab called “Project Follow Up” will appear in the project.
In this subgrid you can create all the follow-ups related to the case, with the following fields:
Additionally, the project follow up record has an observations tab where you can interact with the client through the client portal, since the client can see the project follow up of their project and see and add observations to the project follow up. On the other hand, in the client portal, the client in the projects section will be able to consult the project follow-ups related to the project. The client can see the observations related to each project follow up and can view and create the observations |