Creating Internal Tasks

Internal tasks in provide a simple way to communicate to clients what your team is currently working on and when they can expect it to be completed — elevating your customer experience by keeping clients informed at every project stage.

This article will explain how to create and use internal tasks and the differences between internal and client tasks in

📣 Note: While Internal Tasks are now available for all users in, this feature is still in development. If there is additional functionality that would be helpful for you and your team, let us know by sending us an email at

How Internal Tasks Work

Internal tasks tell clients what your team is working on, and can only be assigned to members of your team. After you save and send an internal task, clients will see the title and description of that task in their client portal, along with an indicator that clearly display the task as "Internal."

Client view of a portal with an internal task

👋 Tip: While the process for creating internal tasks is similar to client tasks, the task composer for internal tasks is quite a bit different. To learn more about client tasks in, click here.

How to Create Internal Tasks

To create and assign an internal task, click the same "Create task" button used to create client tasks in projects. Then, click the toggle option labeled "Internal" in the upper right corner of the task composer.

After clicking the toggle labeled "Internal," the interface will switch from the task composer used to create client tasks to task composer used to create internal tasks. The sections below will explain what each aspect of the internal task composer does and how to use them.

1. Stage

If you've already assigned an internal task you are creating to a project stage, the name of that stage will be displayed here. If you created a task without assigning it to a stage — or would like to change the stage a task is currently assigned to — you can select a new stage using the dropdown.

2. Recipients

The Recipients section of the internal task composer is where you can assign team members to the task. As with client tasks in, internal tasks can be assigned to a single person or multiple.

3. Title

The Title field of the task composer allows you to specify a client-facing name for the internal task. In order to create and save an internal task, you must give it a title.

4. Details

The rich-text editor under Details allows you to provide additional context to your client about the task or embed images and URLs. Any content you add to the Details section will appear at the top of the task when your client access the internal task in their portal.

5. Due Date

As is the same with client tasks, internal tasks allow you to specify a due date. Adding due dates to internal tasks will communicate to your client when they can expect the task to be completed by. To add a due date to an internal tasks, click 'Due Date' at the bottom of the task composer and choose the day you expect the task to be completed by.

📢 Note: As with client tasks in, internal tasks set to the Draft status will not automatically appear in clients' portals. For clients to view internal tasks in their portals, they must first be sent to the team members you have assigned.

Still need help? Contact Us Contact Us