What is the difference between Requests and Tasks?
Internal Tasks vs. Client Requests
Understanding the distinction between these two areas is critical for maintaining internal privacy.
|
Feature |
Visibility |
Primary Purpose |
|
Tasks |
Internal Only |
Planning and notes between audit team members. |
|
Request List |
Client-Facing |
Collecting PBC items and evidence from the client. |
Warning: Client contacts can only see items explicitly published to the Request List. Tasks remain completely private, only visible by the audit team.