📌 Using Client Tasks to Collaborate with Your Clients

🚀 How Client Tasks Work

Client Tasks create a clear, trackable communication loop between you and your clients. Here’s how the process works:

1. You create a task – Send a request for information or a reminder.

   (Status: OPEN)

2. Your client responds – They upload a file, answer a question, or acknowledge the task.

   (Status: ANSWERED)

3. You review and close – Once reviewed, you can close the task or ask for clarification.

   (Status: CLOSED)

💬 Tip: You and your clients can add comments to any task to provide updates, ask follow-up questions, or clarify details.

🧩 Types of Client Tasks

To help you collect the right kind of response, Client Hub offers several task types:

• To Do

  Remind clients to complete a task. You can include links to Google Drive, Dropbox, or ShareFile to make collaboration easy.

• Yes / No

  Ask a quick question that just needs a clear “yes” or “no” answer.

• File Request

  Perfect for requesting documents like bank statements, receipts, or contracts.

• Accept / Decline

  Confirm verbal or email discussions with a written acceptance. You can also use this to verify receipt of important information.

• Open Text

  Use this for questions that require a more detailed, written response.

🔁 Creating Client Task Templates

If you send the same types of requests frequently, save time by creating a Client Task Template.

Templates can include one or multiple tasks and are ideal for:

• Weekly/monthly document requests (e.g., bank statements)
• Onboarding new clients
• Recurring task reminders

✅ Summary

Client Tasks help streamline communication and collaboration between you and your clients. Use the appropriate task type to make requests easy to understand and respond to, and take advantage of templates to automate your workflow.