Tasks
Assign work to clients, review it and keep it moving.
How do I…
- Assign a taskCreate a task for one client, then send it to them or keep it as a draft.
- Assign tasks with the wizardUse the step-by-step wizard to build a task, choose a client and send it in one go.
- Review and approve a submissionCheck what a client submitted and mark the task as completed.
- Send a task back for changesTell the client what to fix on a submitted task so they can try again.
- Find and filter tasksSearch the task list, or filter it by status, client, tag or overdue tasks.
- Set a due date and timeGive a task a due date, and a due time if the deadline is within the day.
- Require file uploadsAsk the client to upload files with a task, either as a must-do or as an option.
- Require staff reviewCheck a client's work before a task counts as completed.
- Add a checklist to a taskBreak a task into small steps the client ticks off, and decide whether they must finish them all.
- Add links to a taskPoint the client to a website, as a plain link or a button, under the task description.
- Tag a taskAdd tags to a task so you can group it and find it later.
- Edit a taskChange a task's details, due date or requirements after you have created it.
- Send a draft task to a clientMake a draft task visible to the client when you are ready.
- Mark a task as completeComplete a draft or active task yourself, without waiting for the client.
- Send a task reminder nowRemind the client about one task now, without waiting for the next scheduled reminder.
- Cancel a taskWithdraw a task you no longer need so the client stops seeing it.
- Reopen a completed taskBring a completed task back to Active, or send it back to the client for changes.
- See a task's historySee who did what on a task and when, from creation to completion.