Resending Individual Task Links (Forms, Document Upload Links, etc.)

Don't want to resend the entire form if a client is missing 1 or 2 remaining items?

Use this feature any time an individual task link needs to be resent to a client. Common examples include:

• The client has not yet completed the task
• The client submitted incorrect or incomplete information
• The client’s contact information has been updated and the link needs to be sent to a new address

Step 1: Find Your Task

1. Click Forms in the left sidebar. 📋
2. At the top of the page, click the Tasks tab.
3. You will see a list of all your tasks. Each row shows the task name, its response type, how many cases it’s linked to, and counts for To Do, Overdue, Completed, and Skipped.
4. Use the search bar at the top to type in the name of the task you’re looking for.
5. You can also use the filter dropdowns to narrow things down:
6. Response Type — filter by the kind of response the task asks for (like Yes/No, File Upload, Date, etc.)
7. Case Type — filter by the type of case the task is attached to
8. Once you find the right task, click its name to open the task detail page.

📤 Step 2: Resend the Task Link

Once you’re on the task detail page:

1. Look at the To Do column on the left side of the board. Find the task card for the client you want to resend the link to. 👀
2. Hover your mouse over that task card. A small icon will appear in the top-right corner of the card.
3. Click that icon to open a menu.
4. Click “Send Task Link” from the menu. ✅

The task link will be sent to your client right away.

📤 Bulk Task Link Notifications

You can send task links to multiple clients at once instead of resending one by one:

• From a case — on the case's Tasks tab, use the bulk action to send task links to multiple clients linked to that case
• From the Tasks page — use the same selectors available in other bulk task actions, including specific case IDs, case filters, include case IDs, case lists, and exclude case IDs to subtract from another selected set
• Notifications are queued and sent asynchronously, so you can continue working while they go out
• The bulk response is counted by case tasks processed, not by total cases selected
• A request for 4 cases can show a much higher processed count if those 4 cases already have many case tasks attached
• Scheduled sends report how many case-task notifications were queued successfully

Tips

• Can’t find the task? Try clearing your filters and searching by name.
• The task card shows the client’s name and case right on it, so you can confirm you’re resending to the right person before you click.
• The To Do column only shows tasks that haven’t been finished yet. If the task is already in the Completed column, the client has already submitted it.

❓ Still Need Help?

If you run into any trouble, reach out to our support team. We’re happy to help! 😊