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Client Tasks

Instructions for creating client tasks and internal team tasks in Motion.io.

Bulk Actions for Client Tasks
Automated Reminders for Client Tasks
Attach Files Task Option
Collect Files Task Option
Creating Client Tasks
Accessing Form Data
Attach Documents Task Option
Sending Tasks
Attach a Form Task Option

Categories

Automations
Documents & Contracts
File Management
Account Settings
Client Portals
Client Tasks
Project Management
Project Templates
Integrations

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