Manage client work with Tasks
Plan client work on task boards, give each task an owner, and share board progress with your client.
Tasks help your team turn a client plan into clear work. You can plan work on task boards, name one owner for each task, and share the right progress with clients through their portal.
This guide teaches one task workflow. Use the optional next steps at the end when you need a different setup.
Start with a board for the client
Open Task Center, then choose Task Boards when you want to review work across accounts. Each client account starts with a default task board. Use it for the client's main workflow.
Create another board only when the work needs a separate plan, such as a website launch or monthly service. Inside each board, create and name sections to group the tasks. For example, you might use To Do, In Progress, and Ready for Review.
Sections organize tasks. They do not set the board's overall status.
Learn how to create boards and sections.
Keep the board status current
When a board needs a shared progress update, turn on its Overview. It can hold the board's context, milestones, current status, and past status updates.
Your team chooses the board status: On Track, At Risk, Off Track, On Hold, Complete, or Dropped. This status is entered by a team member. It does not change automatically when tasks are completed or moved between sections.
Post an update when the board's status changes. Use Current update to explain what changed and Coming next to say what will happen next. At Risk, Off Track, and On Hold need a written current update.
You can show or hide Overview for clients without hiding the rest of the board. Learn about Board Overview and status updates.
Add work and choose an owner
Create one task for each result or next action. Give it a short title. Add a description when the owner needs more detail.
Assign one person to own the task. Add a due date when the work needs a date. You can also add priority, tags, files, comments, and reminders.
Use a subtask for a smaller step within a task. A subtask can have its own owner, due date, files, and comments. Use a milestone to mark a key checkpoint, such as client approval.
Use a separate task when the work needs its own place in a board section or must stand alone on the board.
Learn how to create, assign, and complete a task.
Share only the work the client needs
Task access has layers. A client needs access to the account, board, section, task, and every parent of a subtask.
You can keep a whole board team-only, limit it to selected people, hide a section from the portal, or make a task private. You can also make a visible section or task read-only. A read-only client can still comment on a task they can see.
Check these settings before you send a client link. A collaborator does not get around a visibility rule.
Learn how client task access works.
Keep the work moving
Use comments for questions and decisions that belong with the task. Attach files when they are part of the work. Task attachments stay separate from the account's main Files area unless a team member copies one there.
Use My Tasks when you want to see work assigned to you across client accounts. Use the account board when you need the full workflow, sections, and client context.
Complete a task when its result is done. If more work is needed, reopen it. Completing or reopening a non-repeating task changes that task only. Completing a repeating task archives that occurrence and creates the next one. Post a board status update when the overall plan's health changes.
If a task is waiting on another task, use dependencies to see what must finish first.
Choose the right board view
Use Overview for board context and status updates. Use Table or Board to work through tasks. Use Date to plan dated work. Some views need to be enabled before they appear.
Learn about board views, filters, and bulk actions.
What your client sees
Clients work from the task area in their portal. They see only the work and board views allowed for their account user. They can see a board's Overview only when you enable it and make it visible to clients. On an editable task, they can update supported fields, comment, add a file, and complete the work. Team-only controls, templates, and cross-account views stay in Sydnee.