Client Tasks

Assign tasks to your clients and track their completion.

Client Tasks

Tasks allow you to assign actions to your clients between sessions.

Why use tasks?

Commitment

Written tasks create stronger commitment than verbal agreements.

Tracking

Easily visualize what has been done or not.

Accountability

The client is an active participant in their development.

Create a task

  1. Go to My Client Portals > [Client] > Tasks
  2. Click "+ New task"
  3. Define the task with title, description, deadline, and priority

Task tracking

Statuses

  • To do: Task assigned, not started
  • In progress: Client is working on it
  • Done: Task completed

Best practices

Use SMART tasks: Specific, Measurable, Achievable, Relevant, Time-bound.

tasksactionstrackingengagement

Articles connexes

Client Portals OverviewCreate a Client PortalJourney Templates
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