Motion.io Knowledge Base
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Tasks

Articles on how Motion.io's client and internal tasks work an how to create them.

  • Importing Tasks and Stages
  • Team Tasks
  • Recurring Tasks
  • Attach Files Task Option
  • Collect Files Task Option
  • Client Tasks
  • Sending Tasks
  • Attach Documents Task Option
  • Embed Task Option
  • Attach a Form Task Option
  • Hide Team Tasks From Clients
  • Require Team Review Task Option
  • Project Management Overview
  • Six Ways to Use Task Embeds
  • Request Changes on Tasks
  • Task Statuses
  • Creating Tasks
  • Task Options Overview
  • Create Tasks from Client Messages
  • Require Signature Request Option
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Categories

  • Airtable Integrations
  • Automations
  • Clickup Integrations
  • Dubsado Integrations
  • Google Integrations
  • Client Directory (CRM)
  • Client Portal Access
  • Forms
  • Notifications & Email Reminders
  • Tasks
  • Bulk Actions
  • Documents & Contracts
  • File Management
  • Account Settings
  • Client Portals
  • Project Management
  • Project Templates
  • Integrations
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