Efficiently manage your client-related activities by creating tasks directly within their respective records. This ensures that all to-dos are contextually linked and easily accessible, helping you stay organized and on top of your client management.

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How to create a task

Follow these simple steps to create a new task from a client’s record:

1

Navigate to the client record.

2

Click on the 'Add task' button in the top-right corner.

3

Fill in task details.

You can enter the task name, description, due date, and assignee.

4

Save the task.

Click Shift+t to quickly create a task from a client record.

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Managing client tasks

  • Viewing tasks: The newly created task will now appear in the Tasks tab of the client’s record. On this tab, you’ll see a list of all pending and completed tasks for that client.
  • Centralized task management: While tasks are linked to specific clients, you can also view all your tasks (across all clients) on the Tasks page.
  • Updating and completing tasks: Click on any task to edit its details, mark it as complete, or reschedule it.

By following these steps, you can seamlessly integrate task management into your client workflows, ensuring nothing falls through the cracks.