Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Order Tasks
Add, assign and complete tasks on an order, and what each task label means.
Break an order into a checklist of tasks, give each task to someone, and watch the progress bar fill up as the work gets done.
Overview
This guide shows how to add, assign and complete order tasks.
Who Can Access
Team members need Manage Order Tasks.
Step-by-Step Guide
Add a task
Open the order, click the Order Tasks tab and click Add Task. Enter a Task name, and optionally a description (use @ to mention someone), a Due date and a Status: Pending, Working or Completed.
Assign it
Under Assigned to, tick the people who will do it. Only people assigned to the order are listed, so assign them to the order first. They get a notification. Click Create Task, or Add More Task to add another straight away.
Follow the progress
Tasks are grouped by the person they are assigned to. The bar at the top shows how many are done, for example 1 of 3 completed (33%). Tick the circle next to a task to mark it done, or use the buttons to edit, copy or delete it.
