What's in the tasks template
The Tasks App lets you create and assign tasks to your team, clients, or companies.
- Assign to anyoneAssign tasks and subtasks to internal team members, clients, or companies.
- Guided onboardingGuide clients through onboarding with clear, sequenced action items.
- Share internal tasksSelectively share internally assigned tasks with clients so they can follow along.
- Task templatesCreate task templates for common recurring tasks to save time.
Add your template,
customize it, and publish
Tasks installing…3 of 4
Added to your workspace
Each client sees only their own
Fields and statuses set up
Ready to use as is
Step One:Add the template
It installs as a working app in your workspace that you can use as is.
Add a due date to each item and remind clients before it's due.
Step Two:Describe your changes
Tell the app builder what to change and it adapts the template to your business.
BrandmagesHomeMessagesFilesProposalsContractsInvoicesTasks
Step Three:Publish to clients
It appears in your branded client experience, with sign-in and permissions already handled.
Pair it with the rest of your client experience
Every app connects to the same built-in CRM and appears in the same branded client experience.
Browse all 30+ templatesDocument collectorRequested docs with upload checklistNew client intakeScope, goals, budget, timelineClient onboarding wizardMulti-step onboarding flow with saved progressConditional formsSmart forms that adapt to each answerHomeA personalized client homepageProfile managerClients update their own details
Start with the tasks template
Start from this template for free and make it yours in minutes. No credit card required.