📨How to Modify the Initial Client Task in Client Hub

Need to make changes to the initial Client Task in a workflow? You can edit the task at any time using the steps below.

📝 Editing the Initial Client Task

1. Click on the Client Task card to open the details in the slider panel.
2. Click the Actions icon (⋯) in the top-right corner.
3. Select Edit from the dropdown menu.
4. Make your changes, then click Save Changes.

🔄 Updating Tasks After They’ve Been Sent

If the Client Task has already been sent to the client, you can still make updates by editing the task. However, depending on the changes, this may affect existing responses or uploaded files.

⚠️ Important: Editing or reopening a task can impact uploaded files and responses.

For full details, see: 📂 How to Reopen Client Tasks (and What Happens to Uploaded Files)

💡 Best Practice

If you need additional information or files from a client after sending a task, consider adding a comment instead of editing the task. This helps preserve existing activity and keeps communication clear within the task.

If you need to retain a file, download a copy before making changes, as files are not duplicated within Client Hub.