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Check out some answers to common questions you may have about client tasks, if you are unable to find your answer ask the community

Why can’t my client access their client task list? 

There is two reasons why your client wouldn’t be able to access their client tasks. 

  1. The work item has been completed
  2. They have expired, client tasks expire after 30 days of being sent.

Re-opening the work item or resending the client tasks ill give them access again.  

 

Can a Client task be sent to multiple people within the same organization?

While you cannot send client tasks in one group to multiple people, each separate group (different client tasks section) can be sent to different people, with their own reminders and due dates. If you send each group to a different person, they will not be able to see each other’s client tasks.

 

I no longer want a client task to send, can I cancel it?

To cancel the sending of a client task that is scheduled to send date future date, choose Cancel Sending from the task's options menu.

 

 

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