---
title: "A request"
slug: portal/task
url: https://projectri.com/docs/portal/task
section: portal
audience: portal
app_route: "/portal/tasks/[id]"
mobile: "/(portal)/tasks/[id]"
updated: 2026-09-08
source: Projectri documentation
---

# A request

One thing the team needs from you — the instructions, the files you send, a place to ask a question, and the button that marks it done.

![A request](https://projectri.com/docs-shots/portal-task.png)

## What it is

One request, opened. It has the instructions written for you, a due-date pill, a
files area, a short question-and-answer thread, and — last on the page — the
button that marks it done.

There is no status, no priority and no assignee here. It is a request, not a
project management tool.

## How to get there

**Requests** in the sidebar, then the row. The Overview screen and any reminder
about the request link here directly.

## How to use it

### Send us a file

1. Press **Attach a file**.
2. Pick one or more. Each is uploaded as you choose it; they appear as chips
   above the button.
3. At most **10 files** per request, each up to **100 MB**. Documents, images,
   audio and video are accepted; anything else is refused by name with the
   reason.
4. Click a chip to open what you sent.

### Ask a question

1. Type in the box under **Questions**.
2. Press **Send**. Your name appears on it; replies from the other side are
   attributed to the person who wrote them.
3. This is a short exchange about the request, not a support ticket. If the
   thing you need is bigger than a question,
   [raise a ticket](/docs/portal/tickets) instead.

### Mark it done

1. Press **Mark done** at the bottom.
2. If the request needs a file and you have not attached one, the button is
   disabled and says why, next to it. Attach the file and it becomes available.
3. Pressing it twice is safe — the second press does not restate the completion
   date.
4. Afterwards the request says when you sent it and moves to **Already sent** on
   the list.

## What it affects

- **The delivery team is notified** when you complete a request, when you upload
  a file, and when you ask a question.
- **Reminders stop.** A completed request drops out of the nudge schedule and
  out of the outstanding count on Overview.
- **Your name goes on the record.** A request is assigned to one contact, so
  completing it is attributable — a colleague cannot complete it on your behalf.

## On mobile

The phone app has the same screen, opened from the requests card on the Overview
tab.

## Limits and gotchas

- A view-only contact sees the request and its files, and gets no upload box, no
  comment box and no **Mark done** button, each with the reason stated rather
  than the control quietly missing.
- Once a request is complete you cannot add files to it. Reopening is not
  something the portal can do.
- Files are uploaded one at a time, so a large batch takes a moment; the
  ten-file ceiling is checked on every upload.
- File storage has to be configured on your supplier's side. If it is not, an
  upload fails rather than silently doing nothing.

## Related

- [Requests](/docs/portal/tasks) — the list and its reminder schedule.
- [Support tickets](/docs/portal/tickets) — for anything that needs a conversation.

## Related

- [Requests](https://projectri.com/docs/portal/tasks.md): The things your supplier needs from you — a document, an approval, an answer — with due dates, and a list of what you have already sent.
- [Support tickets](https://projectri.com/docs/portal/tickets.md): Raise a support ticket with screenshots or a recording, and follow every ticket your company has open with this supplier.
- [The client portal](https://projectri.com/docs/portal/overview.md): Your own view of the work your agency is doing for you — projects, requests, support tickets, quotes and invoices, in one place with your own login.
