✅ Managing Client Tasks on the Client Hub Mobile App

The Client Hub mobile app makes it easy to manage client tasks on the go. You can create tasks, view requests, upload documents, update details, and track progress — all from your phone.

➕ Creating a Client Task

You can create a new client task directly from the Client Hub mobile app.

Tap to create a new task
Enter the task details or question
Select the response type (for example, File, Yes/No, or Accept/Decline)
Set a due date if needed
Tap Save Changes

Once created, the task will appear in your Client Tasks list.

📋 Viewing Client Tasks

Go to the Client Tasks tab at the top of the screen.

You’ll see a list of tasks in a card view.

Each task card shows:

The status (Open or Answered)
The task description (for example, “Upload Tax Return”)
The due date (if one has been set)
Any attached files
A comment icon if there are messages on the task

👆 Opening and Previewing Tasks

Tap a task card to open and view full details
Long press a task card to preview the task without fully opening it

From the task view, you can take additional actions like editing or updating the task.

🔧 Task Actions

When viewing a task, you can:

Edit the task details
Set or update the due date
Mark the task as complete
Delete the task if needed

These actions make it easy to manage tasks directly from your mobile device.

🔽 Filtering Tasks

Use the Open / Closed filter to switch between active and completed tasks.

Open shows tasks that still need attention
Closed shows completed tasks

📎 Uploading Files to a Task

Tap Select File under the task.

A Select a source menu will appear with these options:

From Camera — take a new photo
From Gallery — select a photo already saved on your device
From Files — choose a document from your phone’s storage
Scan Documents — use your camera to scan and upload a document
Cancel — close the menu without uploading

After choosing the source, select the file you want to upload.

The file will appear attached to the task.

Tap Submit when you’re ready to attach it to the task.

✍️ Task Status

When a client responds or uploads the requested information, the task status updates to Answered.

Answered tasks remain visible in the Open filter until they are reviewed and closed.

Once closed, the task moves to the Closed filter.