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Client Tasks

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

Importing Tasks and Stages
Attach Files Task Option
Collect Files Task Option
Creating Client Tasks
Attach Documents Task Option
Sending Tasks
Attach a Form Task Option
Embed a Website Task Option
Send Tasks in Multiple Projects
Request Changes on Tasks

Categories

Automations
Forms
Notifications & Email Reminders
Bulk Actions
Internal Tasks
Documents & Contracts
File Management
Account Settings
Client Portals
Client Tasks
Project Management
Project Templates
Integrations

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