Track project tasks without leaving the client workspace

Task board overview

Task boards use a kanban layout — columns represent stages, cards represent individual tasks. The default columns are To Do, In Progress, Review, and Done.

Creating a task

1. 1
   Open the Task Board section inside the client workspace.
2. 2
   Click Add Task or the + icon in any column to create a task in that stage.
3. 3
   Write the task name. Keep it action-oriented: "Write homepage copy draft" rather than "Copy."
4. 4
   Add a description with context, acceptance criteria, or links the assignee will need.
5. 5
   Assign to a team member.
6. 6
   Set a due date if the task has a deadline.
7. 7
   Save. The task appears on the board immediately.

Moving and updating tasks

1. 1
   Drag the card to a new column as work progresses. Changes save instantly.
2. 2
   Click any card to open the detail view and update the description, assignee, due date, or add a comment.
3. 3
   Add comments inside the task detail to log progress updates, blockers, or questions without changing the board view.
4. 4
   Mark done by dragging to the Done column. The task stays visible in Done and can be referenced later — it's not deleted.

Showing the board to clients

Clients can view the task board if you enable Tasks access in their client portal settings. What they see is read-only — they can see cards and progress but cannot create, edit, or move tasks.

• Task names and descriptions are visible to clients if Tasks is enabled in their portal. Write them accordingly — no internal shorthand.
• Comments on tasks are also visible. Anything posted in the task comments shows to the client. Use internal Messages or CRM notes for team-only discussion.
• The board gives clients progress visibility without needing a weekly status email. When clients can see work in progress, they ask fewer "where are we?" questions.

Tips & best practices

• Use one board per client. Don't try to merge multiple clients into a single board. Each client workspace has its own board — that's intentional.
• Break tasks down to 1–4 hour chunks. A task that takes "a few weeks" is a project, not a task. Break it into trackable steps. In Progress cards that sit there for two weeks are the sign that tasks are too large.
• Move cards daily. The board is only useful if it reflects reality. A daily 2-minute board update keeps it accurate.
• Put blockers in the card description. Don't let a blocked task sit in In Progress silently. Update the description: "BLOCKED — waiting on client content. Deadline at risk if not received by 6/24."