Tasks
Assign a task
Admins & staff
Create a task for one client, then send it to them or keep it as a draft.
Where:SidebarTasks
- Select Tasks in the sidebar, then select Create Task. From a client's page, select Create task to start with that client already chosen.
- Choose the Client.
- Enter a Title. Add a Description to tell the client what to do.
- Add any extras, such as a Due Date, Tags, or the Checklist, Links and Advanced tabs.
- Select Create Task.
- In Task Created, select Send Now to activate the task and notify the client, or Keep as Draft to send it later.
Good to know
- A draft is hidden from the client and gets no reminders until you send it.
- If sending would take you over your plan's limit on active clients, Send Now fails and the task stays a draft.
- If you leave Due Date empty, Hydi uses your business's default due date when one is set.
Related
- Assign tasks with the wizardUse the step-by-step wizard to build a task, choose a client and send it in one go.
- Set a due date and timeGive a task a due date, and a due time if the deadline is within the day.
- Send a draft task to a clientMake a draft task visible to the client when you are ready.
- Assign a template to a clientCreate all of a template's tasks for one client as active tasks.