The Tasks App is now available in early beta. You can leave feedback using this form. We have a team of 3 engineers focused exclusively on Tasks App enhancements and we would love your help to prioritize what’s next.

Installing the Tasks App

1. Click on “App Setup” in your sidebar.
2. Click on “Add an App” in the top-right.
3. Look for an app named “Tasks” in the “Client-facing” section.
4. After clicking on the app, click on “Install” in the top-right.
5. Give the app a name, icon, and configure if all clients can see it or only a subset. Then click on “Add” and you’ll be navigated to it.

Task App walkthrough video

https://www.loom.com/share/c3ceda8fae6249a483bc00182f0c6dea?sid=5b35c759-6797-466f-b7ef-75624f38ba3b

What you need to know

• You can use the Tasks App to stay organized internally (by assigning tasks to internal users) and to assign tasks to clients/companies. The four default views — “My tasks”, “My team’s tasks”, “Client tasks”, and “All tasks” — make it easy to switch among different working modes. In addition, the “Filter by assignee” button lets you see what tasks a particular internal user, client, or company has.
• The Tasks App comes with integrated notifications:
  • Internal users see notifications in the notification center. They are notified when (1) they themselves are assigned tasks and also (2) when clients/companies they have access to mark a task as done.
  • Client users receive email notifications when tasks are assigned to them. In addition, the Tasks App on the sidebar will show a notification count that represents the sum of all tasks that are not yet marked “Done”. For example, if a client has 2 tasks that are “To Do” and 1 tasks that is “In Progress”, on the sidebar there will be a 3.
• If you have companies enabled in your workspace, you can assign tasks to either the client or company. When you assign to a company, all associated clients are notified and can see the task. Any of the clients can mark the task as Done.
• Other features to note:
  • Internal users can switch between kanban and list views. You can drag & drop tasks among statuses in both views.
  • Client users have a single view that’s a modified list view with a prominent “Mark done” action, so that they don’t navigate to the task details view.
  • Client users can click into a task to see task details. From here, they can also change the status to ‘To do’ or ‘In progress’
  • Tasks descriptions support rich text. Just type “/” to open the formatter.
  • You can use due dates to communicate urgency for tasks. Due dates show in red when they are overdue, but we do not yet have additional notifications for overdue tasks.