Client Tasks

The Tasks tab is where you can access tasks for the specific client. This is a handy tool for monitoring workload by client across the team.

When displaying, opening and working with tasks in the Client Tasks tab, the list is used in the same way as in the Tasks Workspace, except that only tasks for the selected client are included. Refer to the section Tasks and Comments.

By default the view displays "Incomplete Tasks". You can change this to display "All Tasks", "My Tasks", "Not Started" or "Overdue Tasks".

If you select to view a Client Group at the top of the Client Workspace, the list shows the tasks for all clients in that Client group and the list includes the Client column.



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