Service requests

Documentation Index

Fetch the complete documentation index at: https://docs.commenda.io/llms.txt

Use this file to discover all available pages before exploring further.

A service request tracks a specific piece of work being done for your company — whether it’s an incorporation filing, a tax return, or a compliance task. Service requests give you visibility into the progress, tasks, and communications for each engagement.

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Viewing service requests

You can find your service requests in several places:

• Home dashboard — active service requests appear on your home page
• Service request link — click any service request notification or link
• Compliance calendar — compliance items linked to service requests

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Service request details

Each service request includes:

• Status — not started, in progress, completed, or archived
• Tasks — a list of individual tasks with assignees and statuses
• Documents — files uploaded or generated as part of the work
• Chat — a dedicated chat room for communication with the service team
• Timeline — a history of all activity on the request

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Tasks

Tasks within a service request are assigned to specific people:

• Client tasks — things you or your team need to do (provide information, upload documents, approve something)
• Agent tasks — things the service provider needs to do (file a document, review information)
• Admin tasks — things Commenda’s internal team handles

Each task has a status:

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Per-task assignees

Client tasks can be assigned to a specific team member on your company. This lets you distribute work across your team instead of every client task defaulting to the same person. When members are first added to a service request, Commenda automatically assigns all existing client tasks to a default team member (prioritizing company admins). You can then reassign individual tasks to other team members as needed. Each task shows the assigned person’s name and avatar, so everyone on the team can see who is responsible for what. When a task is reassigned, the new assignee receives an email notification.

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Pending on

Each service request in your services list shows a Pending on indicator that tells you exactly who needs to act next to move the request forward. This makes it easy to scan a long list of services and immediately spot which ones are blocked on you versus which ones are with your agent or with Commenda. The indicator reflects the assignees of the service request’s currently active tasks:

• In progress tasks — if any tasks are in progress, Pending on lists everyone assigned to those tasks. Service requests can run multiple tasks in parallel, so you may see more than one name.
• Next not-started task — if no tasks are in progress, Pending on shows the next not-started task’s assignee, so you can see who is up next.

The displayed assignee depends on the task’s assignee type: Names are deduplicated, so a person assigned to multiple parallel tasks only appears once.

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Communication

Each service request has a built-in chat room where you can communicate with the service team, ask questions, and share updates. You’ll also receive notifications when tasks need your attention. Your chat list shows a preview of the most recent message for each service request, including the sender’s name and a text snippet. This helps you quickly identify which conversations have new activity without opening each one individually. You can pin a service request chat to keep it at the top of your chat list. This is useful when you’re actively working on a request and want quick access to its conversation. Pinning is personal — only you see your pinned chats.