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Client Tasks
Using Motion.io’s Client Tasks, you can attach anything you need clients to do, submit, sign, or approve to tasks they can complete directly in their Motion.io portals.
📢 Note: So you can create and modify Client Tasks without customers seeing them until you are ready; they are set to the "Draft" status by default and not visible to clients in their portals until you send them. Learn more.
This article will explain how client tasks work in Motion.io and provide instructions for creating them.
How Client Tasks Work
Within your Motion.io projects, tasks you create and assign to clients will appear on the Tasks page of their portals. Whenever you create a client task, you can set a due date and reminders to notify clients about outstanding tasks they must complete automatically.
How to Create Client Tasks
To create a client task, select a project and navigate to the Tasks page of that project. Next, click the button labeled "Create Task." When creating client tasks in a brand new project, the Create Task button will appear near the center of your screen.
If you're creating tasks in an existing project where you've set up project stages, clicking the gray "Create Task" button in a stage will automatically assign the task you create to that stage.
