Communicate with clients and track progress using tasks.

Tasks represent the concrete action items you must complete. They can be completely customized depending on how you want to meet your goals and what information is most important to you.

Get started now using our Agency Management template!

Add context to tasks with Custom Fields

Add rich context to tasks using Custom Fields. Create Custom Fields to store email addresses, categorize tasks, summarize tasks, create action items, and much more!

Filter, sort, and group tasks by Custom Fields in List view!

Share tasks with clients

Most companies invite their clients as guests to specific tasks, Lists, or Folders, depending on their Hierarchy setup.

Guests can only access the items you share with them, making this the ideal way to work with clients in your Workspace.

Upload attachments to tasks

Upload content and other important files for your clients directly to relevant tasks! All uploaded files will be displayed in the task's Attachments section.

The Free Forever Plan includes 60MB of storage. All paid plans include unlimited storage.

Proof images, videos, and PDF files

Collaborate with clients or teammates in real time using Proofing. Leave feedback by commenting on images, videos, or PDF files that have been uploaded to the task.

Assign comments to clients

Assign a comment to a client to inform them of any updates you'd like to make within a task. The client can resolve the comment to signify approval or respond directly in the task comments with any alternative suggestions.

Organize tasks using tags

Add an additional layer of organization to your work by creating tags! You can filter and group tasks in your views by tags to quickly find what you need.

Use custom task statuses for agency management

Create custom statuses to determine the progression of your tasks.

To drag and drop tasks through different statuses, create a Board view!

We recommend the following statuses or a variation of them:

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