Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Tasks on an Order
Add tasks to an order, assign them, and work through them with checklists and comments.
Break an order into tasks, give each to someone, and tick them off with checklists and comments.
Overview
This guide covers the Order Tasks tab on an order.
Who Can Access
Team members need Manage Order Tasks.
Step-by-Step Guide
Open the tab
Open the order and click Order Tasks. The bar at the top shows how many are done. Tasks are grouped by who they are assigned to, and each shows its due date and status.
Add a task
Click Add Task. Enter the Task name, a Description (type @ to mention someone), an optional Due date and the Status: Pending, Working or Completed. Under Assigned to, tick people who are assigned to the order. Click Create Task, or Add More Task to add another.
Work through it
Tick the circle to mark a task done. The buttons add a checklist of up to 50 steps, open comments for your team, edit, copy or delete the task.
Task Labels
Good to Know
- Comments are for your team only and also appear in the order’s Internal Team messages.
- Tasks can’t be changed once the order is complete, except during a revision.
- A service can add tasks to every new order. See Deadlines, Assignment and Tasks.
- The people you assign are notified.