Overview

The Tasks App allows internal users to create and assign tasks to other internal users, clients, or companies. It can be used for internal organization or to provide clients with clear instructions.

The app is particularly useful for managing client onboarding processes and ensuring all parties complete their required actions during collaborative projects. By centralizing task management, it helps teams track progress, meet deadlines, and maintain clear communication across both internal and external workflows.

Installing the Tasks App

1. Go to App Setup, and click + Add an app in the top right corner.

2. Select Tasks in the Client-facing section.

3. After clicking on the app, click on Install in the top-right.

4. Give the app a name and icon, and configure if all clients can see it, or only a subset.

5. Click Add to be redirected to the app.

Internal user experience

Creating Tasks

1. Click New Task

2. In the Task Name field, enter the desired name for the task.

3. In the Description field, write a description for the task. The description supports rich text. Type “/” to open the formatter to add rich text or upload an image.

4. Select the status of the tasks. You can choose from To do, In progress, and Done.

5. Choose who to assign the task to. You can assign it to yourself, another internal user, a client, or a company.

   Note: When you assign a task to a company, all associated clients are notified and can see the task. Any of the clients can mark the task as Done.

6. If applicable, select a due date.

   Note: Due dates are shown in red when they are overdue.

7. Click Create to create the task.

Updating a Task Status

There are two ways to update a task’s status:

1. In both the kanban and list views, you can drag and drop tasks into the desired status section.

2. You can click on the task itself and update the status directly from the

   Status field.

Editing Tasks

• To edit the task title, click on the task and update the title field.

• To edit the task description, click on the task and modify the description field.

• To change the due date, click on the task and update the

  Due date field.

Tasks Views

There are four default views: My tasks, My team’s tasks, Client tasks, and All tasks. These views make it easy to switch between different working modes. The Filter by assignee option allows you to view tasks assigned to a specific internal user, client, or company.

Tasks Notifications

Internal users receive task notifications in the notification center. Notifications are triggered when:

1. An internal user is assigned a task.

2. A client or company the internal user has access to marks a task as done.

Client experience

Updating a Task Status

Client users can update a task’s status in two ways:

1. In both the kanban and list views, they can drag and drop tasks into the desired status section.

2. They can click on the task itself and update the status directly from the

   Status field.

Tasks Views

Client users have access to both kanban and list views for tasks. If they need more details about a task, they can click on the task to access the task details page, where they can also change the status.

Tasks Notifications

Client users receive email notifications when tasks are assigned to them. Additionally, the Tasks App in the sidebar displays a notification count representing the total number of tasks that are not yet marked as Done. For example, if a client has 2 tasks marked as To Do and 1 task In Progress, the sidebar will show a count of 3.