Tasks

Assign tasks with the wizard

Admins & staff

Use the step-by-step wizard to build a task, choose a client and send it in one go.

Where:SidebarAssign Tasks

Select Assign Tasks at the top of the sidebar.
Select Create from Scratch.
On Task Details, enter a Title and fill in anything else you need, then select Continue.
On Checklist, select Add Item for each small step the client should complete, then select Continue. Select Continue with no items to skip it.
On Select a Client, search with Search clients..., select the client, then select Continue.
On Review and Send, select Send Now and confirm in Send now?, or select Save as Draft.

Good to know

Use a Template at the first step assigns a saved set of tasks instead, and can send to several clients at once.
Closing the wizard before the last step asks you to confirm in Discard this task assignment?, and anything you entered is lost.
If sending would take you over your plan's limit on active clients, Send Now fails, and Hydi keeps the task as a draft and tells you.

Assign a taskCreate a task for one client, then send it to them or keep it as a draft.
Add a checklist to a taskBreak a task into small steps the client ticks off, and decide whether they must finish them all.
Send a draft task to a clientMake a draft task visible to the client when you are ready.

Assign a task

Create a task for one client, then send it to them or keep it as a draft.

Review and approve a submission

Check what a client submitted and mark the task as completed.

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