Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Assign Task and Status Tabs
Hand work to team members and see how everyone’s work is going.
Hand work to team members outside an order, and see how everyone’s work is going.
Overview
This guide covers the Assign Task tab and the status tabs on the Team page.
Who Can Access
Team members need View Team Members to see these tabs, and Create or Edit Team Members to assign and change work.
Assign Task
Open Assign Task
On the Team page, click Assign Task. Work is shown as a board or a table, in four stages: Assigned, Processing, Working and Completed.
Assign work
Click Assign Task. Enter the Task Title, choose who it is for under Assign To (Approved members only), the status, a Start Date, a Deadline and a description.
Move it along
Drag a card to the next stage on the board, or use Change status in the table. A Drive link can be attached from the task’s details.
Status Tabs
Check the workload
Assign Status counts each member’s work by stage and what is overdue. Filter by date, member or status, open a member to see their tasks, and use Export CSV.
See other work
Order Status, Order Tasks, Ticket Status, To-Do Status, Client Status and Chat Status show each member’s orders, order tasks, tickets, to-dos, clients and chats.
