Many businesses constantly ask clients for information or requesting them to provide items (docs, photos, forms, etc.) via email or written letters. Client tasks help to streamline this process by assigning tasks to clients with due dates, notifying you when they mark it complete, and making it simple to check what they provided.
Accessing task/goals tab
Navigate Contacts page. Find the client you want to assign a task.
Click on View Details and select the task/goal tab.
Create task/goals
Click on the Create task/goals button.
You'll see a form with a few options to help you configure the task
Enter the title of the task. Use the title field to describe the activity you want your client to accomplish.
Enter the short description. This is an optional field that you can use if you need to provide detailed instructions to your client.
Set the due date. Add a deadline so your client knows when they have to take action.
Add points. For completing the task. This is also an optional.
You have an option to attach a file to a task/goals.
Click on Save.
Task/goals notifcation on the client side
Below is an example of the email received by the client informing of their task assignment:
Clients can see assigned tasks in their client portal via their dashboard and in their My Tasks area.
In addition, you have the option to:
- Mark a task as completed on behalf of the client
- Attach a file to your task
- Client can comment to a assigned task/goals
Allowing clients to provide comments directly on the assigned task.
(Client side) Click the gif to view it in a larger frame
- Coach can reply to the client's comment (📢 New Feature)
Coaches can now directly comment on task/goals! Enhance collaboration and streamline communication within your team by providing feedback, asking questions, and sharing insights directly within the note itself.
(Coach side) Click the gif to view it in a larger fram
