Manage client work with Tasks
Plan client work on task boards, give each task an owner, and share board progress with your client.
Tasks give your team a place to plan client work, keep track of who's doing what, and share progress with your clients. Let's walk through a simple setup, from creating a board to keeping the work moving.
Start with a board for the client
Each client account starts with a default task board, which you can use for the client's main workflow. Want to see boards across your accounts? Open Task Center, then choose Task Boards.
If the client needs a separate plan, like a website launch or a monthly service, you can create another board. Inside each board, use sections to group your tasks. For example, you might set up To Do, In Progress, and Ready for Review.
Sections help you organize tasks; your team sets the board's overall status separately.
Learn how to create boards and sections.
Keep the board status current
Want a place to share how the work is going? Turn on the board's Overview to keep its context, milestones, current status, and past updates together.
Your team chooses from the company's saved status list where available. A team member sets the status, so it won't change on its own when tasks are completed or moved between sections.
Post an update to share what changed and what comes next. Some choices need a written update. Post a board status update for the steps and current rules.
You can show or hide Overview for clients without hiding the rest of the board. Anyone with access to the Overview can discuss an update with comments, mentions, and reactions. Here's more on how status conversations work.
Add work and choose an owner
For each result or next action, create a task with a short title. Add a description if the person doing the work needs more detail.
Choose one person to own the task and add a due date if it needs one. You can also add priority, tags, files, comments, and reminders.
Need to break a task into smaller steps? Add a subtask. It can have its own owner, due date, files, and comments. You can also use a milestone to mark a key checkpoint, like 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
Before sharing work, check who can see it. Your 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.
You can also choose whether clients can create tasks without changing their access to existing work.
Check these settings before sending a client link. Adding someone as a collaborator doesn't override a visibility rule.
Learn how client task access works.
Keep the work moving
Keep questions and decisions with the task using comments, and attach files when they're part of the work. Task attachments stay separate from the account's main Files area unless a team member copies them there.
Want to see everything assigned to you across client accounts? Head over to My Tasks. When you need the full workflow, sections, and client context, open the account board.
Once the work is done, complete the task. Need to pick it back up? You can reopen it. Completing or reopening a non-repeating task changes that task only. For a repeating task, completing it archives that occurrence and creates the next one. If the overall plan's health changes, post a board status update too.
If a task is waiting on another task, use dependencies to see what must finish first.
Choose the right board view
You can work with the same board in a few different ways. Use Overview for context and status updates, Table or Board to work through tasks, and 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
Your clients work from the task area in their portal, where they'll see the work and board views available to them. They can see a board's Overview 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.