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Client tasks
Adding client tasks to templates
Adding client tasks to templates
Your company templates can include client tasks, which will be carried across to any work items created from the template.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

You can add client tasks to any of your work templates. Due dates will be assigned just like other tasks on a template.

For each client task group, you can schedule sending rules to have client tasks automatically send. You can also select how you would like your clients to be reminded of any incomplete client tasks.

Additionally, you can edit the client task email as well as the reminder email.

Click Next to edit the reminder email. 

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