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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.