Add Client Tasks From The Clients List

Use this page when the next client action should be tracked as a task.

Add A Task From Selected Clients

Select one or more clients, then click Add task in the selected-row action bar.

Fill Out The Task

Enter the task title, optional notes, due date, priority, assignee, and recurrence if this should repeat.

Open A Client Task Sheet

Use the Tasks cell on a client row to open the side sheet. From there you can add a task, refresh the list, or close the sheet.

Check Before You Leave

The task should be visible from the client row or side sheet, with a clear owner, due date, and priority.