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 Benefits

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

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

• Track progress and deadlines across internal and client-facing work.

• Keep communication clear by centralizing tasks in one place.