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Creating a task for a client

Easily create a task and proposal for a client without them having to do any work

You can easily create a task for a client by going to the create task form. The form looks identical to one used to submit a proposal, only the steps are much simpler for the client.

Steps

  1. Fill out form completely and click create
  2. Once redirected to the proposal, simply copy and paste the link of the proposal to any client
  3. On their end, all they have to do is press "Accept" and the task is underway!

Protip: Try creating a task during a session

Create a task proposal for a client as you are working with them in a help session and going over what needs to be done. Once created, simply share the link with the client to have them accept the task.

Recurring tasks

This can be used for both recurring and one-time tasks.