Show a partner when a task is waiting on them

When a task can't move until the partner answers a question or makes a decision, mark it as waiting on them. The partner sees it at the top of the project in their portal, under "Waiting on you", with the note you wrote, so they know the next step is theirs.

1. 1
   Open the task

   Open the task from the project, the Kanban board or My Day. The card "Waiting on the partner" sits under the description (it uses your workspace's own word for the businesses you serve).
2. 2
   Write what you need

   Press "Mark as waiting on the partner" and write what you need from them, in 280 characters or fewer. The partner reads it word for word, so write it to them: "Which handset do you want for the front desk?"
3. 3
   Set when the wait began

   "Waiting since" starts at today. Move it back if you have been chasing for a while; it can't be in the future or more than a year ago.
4. 4
   Save

   The task now shows in the portal. Edit the note at any time, or press "No longer waiting" when the answer arrives.

• The task name and your note.
• How long it has waited: "Waiting since Nov 3, 2026 (7 days)."
• On a task marked critical: "Each day this waits can move the go-live date (Dec 1, 2026) by a day." The date is the project's due date. On any other task they see only how long it has waited.
• A line asking them to reply in the project conversation or to their project contact.

They never see who marked it, and they only ever see tasks on projects shared with them. The section is absent when nothing is waiting, and a completed task drops out of it by itself.

A tenant admin, a service manager or a project manager can mark any task. An engineer, a dispatcher or a vCIO can mark a task assigned to them. Everyone else on your team sees the note in the task drawer but can't change it. A portal user can only read it.