☑️Add tasks to your portal workspace (beta)
Working with clients just got easier than ever. Now, you can collaborate on tasks with clients in your portal workspaces.
You can assign tasks to clients and clients can create tasks or mark them as completed.
✓ 3 ways you can use tasks:
Collect and track client requests effortlessly
Set up a to-do list for your clients (to collect docs for example)
Give clients visibility on the progress of a project.
Important notes:
Each portal workspace has its own shared task board
The "task" tab won't be visible to clients unless you create one task
Notifications
You get notified by email when clients create or complete tasks
Clients get notified by email at the set due date of a task
The shared task board is in beta, we'll bring a lot of improvements in the coming weeks. Including:
Duplicating tasks when using another workspace as a template: at the moment, when you're duplicating a workspace, only the content section is duplicated, not tasks. We're working
Allowing you to display a specific task list with its stages in the task board: at the moment, you can just display tasks as "to do" or "done"
A comments feature to tasks
Ability to limit a client's permissions in the task module
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