🧾 How to Create a Client Task

Client Tasks are a simple and effective way to request information, send reminders, or keep your clients on track—so you can get your work done faster and with fewer follow-ups.

When writing a Client Task, make your message short, specific, and focused on the type of response you’re looking for.

🛠 Steps to Create a Client Task

1. Go to the Client Workspace

   From the left-hand menu, click Clients & Workspaces, then select the client workspace you want to work in.

2. Open the Client Tasks panel

   Inside the selected workspace, you’ll find the Client Tasks section on the left-hand column.

3. Click “New Client Task”

   Scroll to the bottom of the center panel and click the New Client Task button.

4. Write your message

   In the New Client Task window, enter a clear and concise message in the text box. Be sure your request matches the kind of response you're expecting.

5. [Optional] Attach files

   If needed, click Select Files or drag and drop documents to include with your task.

6. Choose a task type

   Select the request type that fits your need—such as Yes/No, File Request, or Open Text.

7. [Optional] Choose a destination folder

   If you’re requesting a file, you can specify the folder where the uploaded file should be saved.

8. Preview your request

   A preview will appear in the right-hand column so you can double-check your message.

9. Send it

   Click Send and Notify to deliver the task and notify the client.

✅ That’s it! Your Client Task is now live and ready for your client to respond.