☑️Tasks

Working with clients just got easier than ever. Now, you can collaborate on tasks with clients in your portal workspaces.

Client view of the task board

​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

Can I have other stages for tasks like "in progress" or "waiting for client"?

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". However, you could use tags (which are visible to clients) to indicate that a task is in progress for example.

How do I share tasks with clients in their workspace

What can my clients see and in the tasks board?