Overview

The Tasks App lets you create and assign tasks to your team, clients, or companies. Use it to stay organized internally or to give clients clear instructions — especially useful for onboarding and collaborative projects where everyone needs to stay on track.

Key Features

• Assign tasks and subtasks to internal team members, clients, or companies.

• Guide clients through onboarding with clear, sequenced action items.

• Selectively share internally assigned tasks with clients so they can follow along.

• Create task templates for common recurring tasks to save time.