Tasks
Send a draft task to a client
Admins & staff
Make a draft task visible to the client when you are ready.
Where:SidebarTasksTask name
- Select Tasks in the sidebar and choose Draft from the status list.
- Select the task, then select Go To Task.
- Select Activate.
- In Activate Task?, select Activate.
- To let the client know, select Nudge.
Good to know
- Activating shows the task in the client's portal but does not send them a message, whereas Nudge does.
- If activating the task would take you over your plan's limit on active clients, Hydi refuses to activate it.
- Send Now when you create a task activates it and notifies the client in one go.
Related
- Send a task reminder nowRemind the client about one task now, without waiting for the next scheduled reminder.
- Assign a taskCreate a task for one client, then send it to them or keep it as a draft.
- Edit a taskChange a task's details, due date or requirements after you have created it.
- See the emails and texts a client receivesSee which messages Hydi sends to a client, when each one goes out and what it says.