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Tasks
Assign to-dos to clients and your team
Start for free. No credit card required.
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.
Add it, describe your changes, publish
- 01TemplatesClient project trackerMilestones and progress per engagementInstall
Add the template
It installs as a working app you can use as is.
- 02App builderClient project trackerMargotAdd a Client review stage between In progress and Done.AssemblyUpdated. Client review now sits between In progress and Done.Describe a change
Describe your changes
Tell the app builder what to change, from fields to steps, and it adapts the template to your business.
- 03portal.brandmages.comBrandmagesMeridian CorpMWebsite redesign3 of 5 milestones doneNext1LaunchIn progress0Client review1Homepage designDone3DiscoverySitemapWireframes
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.
Start with the Tasks template
Start from this template for free and make it yours in minutes. No credit card required.