Creating Client Tasks

Using Motion.io’s Client Tasks, you can attach anything you need clients to do, submit, sign, or approve to tasks that clients can complete directly in their Motion.io client portals.

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.

Using the Client Task Composer

Clicking the button to create a task will bring up Motion.io's task composer. This task composer enables you to create any type of client task using the same universal interface.

The sections below will explain what each aspect of the task composer does and how to use them.

1. Stage

If you've already assigned a task you're creating to a project stage, the name of that stage will be displayed under the Stage label of the task composer. If you created a task without assigning it to a stage — or would like to change the stage a task is assigned to — you can choose a stage for the task using the dropdown.

2. Assignees

Client tasks in Motion.io can be assigned to a single client or multiple. The field under Assignees in the task composer is where you assign clients to a task.

Clients you've already invited to projects can be added to tasks using the dropdown selector. If you still need to invite clients to the project and would like to do so when creating a task, click the "+" icon to the right of Assignees.

3. Task

The Title field of the task composer allows you to specify a client-facing name for the task. In order to save a task, you must first enter a title.

4. Details

Using the rich-text editor under the Details section, you can provide additional context about a task and embed images and URLs. Any content you add to the Details section will appear at the top of the task when your client goes to complete it in their portal.

5. Task Options

Towards the bottom of the task composer, the five toggles under Task Options allow you to add or attach things to the client task you are creating. When creating client tasks, you can use none, one, or any combination of the following task options:

• Embed a website
• Collect files
• Attach a form
• Attach files
• Require signature

6. Due Date & Reminders

Clicking "Due Date" at the bottom of the task composer will allow you to specify the day you need your client to complete the task. After specifying a due date in the task composer, an option will appear that allows you toggle automated reminders for the task. To learn more about how automated reminders work in Motion.io, click here. 

7. Automations

By clicking the 'lightning bolt' icon in the task composer, you can specify an action that will happen automatically when another event (called a 'trigger' event) occurs in that project or client portal. To learn more about using Motion.io's Task Automations, click here.

8. Internal Task Toggle

Internal tasks tell clients what your team is working on and can only be assigned to your team members. Click here to learn more about using the Internal Tasks in Motion.io.