To better consolidate all of your project-related items, you can assign your clients and collaborators tasks directly in the project workspace.
To assign a task to your client, you must have already invited them to the project workspace.
Assign tasks to your client or collaborator
From the navigation menu, select Projects
Select the project
Go to the Tasks tab
Select Add task
From here, you can name the task, pick a due date and time, and assign it
You can also add a group tag. You can only add one group tag per task.
Import tasks from a different project
You can import tasks from one project into another. This can save you time if both are similar project types. Once you import the tasks, you can edit the assignee, due date and time as needed.
From the navigation menu, select Projects
Select the project
Go to the Tasks tab
Click the down arrow icon next to Add task
Click Import from another project
Review the tasks and click Import
Set a reminder for tasks
You can set a reminder for a task you assigned to a client or collaborator to remind them to complete the task. Note that you can only set reminders for tasks that have a due date and time.
From the navigation menu, select Projects
Select the project
Go to the Tasks tab
Click the three-dot icon on the task
Click Set reminder
Choose the reminder timeframe
From the three-dot icon on a task, you can also manage (edit) the reminder and delete the reminder.
Edit your task notification preferences
You can edit your notification preferences so that task creators, clients, and collaborators assigned to a task are notified when there is activity surrounding a task (for example, a reminder is set).
You can set up notifications to:
Send an email when a task is due
Send an email if a reminder is set
Show an in-app notification if a reminder is set
Send a message and show an in-app notification when someone completes a task
To edit these notifications:
From the navigation menu, select your profile photo > Company settings
Click Preferences
Scroll to Tasks
From here, you can toggle any notification ON or OFF
How group tags work with tasks
You can create group tags to better organize your tasks. This helps if your project is a large event with multiple gatherings or a large project with multiple steps and clients. You can create up to 10 group tags per project.
For example, inside of a wedding project, you could create group tags for a rehearsal dinner and a bachelorette party:
Add the task to a group
After creating a task, use the scroll bar to move to the far right of the task
Click on Add group
From here, you can select a group or create a new one
Use the filter tool to filter tasks
If you have a lot of tasks to manage, you can use the filter tool to filter by due date, status, type, group, and assignee:
