Give each client task a clear request and due date. Track completion and follow up when information is still missing.
Why this matters
A portal template is a reusable starting point for an event type. The event portal is the view for one client. Build the repeatable experience once, then check a sample event to see what the client will actually receive.
Before you start
Check the event type and who should see the portal. An account role with portal editing access may be required.
In Releventful
Open the event portal and click Add To-Do.
Enter the task title, instructions, owner and due date; choose whether it is visible to the client.
Click Save, then click Preview To-Do as Guest to confirm the request and visibility.
A useful decision
A form gathers answers; a To-Do asks a person to complete it by a date. Test the form attached to the event To-Do, including required questions and reminders, rather than checking only the reusable template.
Check the result
Preview the client's portal and verify access. A template edit may need to be applied to an existing event separately.
Important to know
Saving a template does not automatically prove an existing client's portal changed. Review event impact, open the event portal, and inspect the client view before sharing it.