Client Tasks

Overview

The Tasks tab on a client detail page shows all tasks linked to that client. You can create new tasks, change statuses and priorities in bulk, reassign work, and filter by status, type, or priority — all without leaving the client record.

Viewing Client Tasks

1Open a client from the Clients list in the sidebar.
2Click the Tasks tab in the client's navigation.
3The task table loads with columns for Status, Priority, Title, Type, Assignees, Due Date, and Created.

Click any row to open the full task detail page.

Creating a Task

1On the client's Tasks tab, click New Task in the top-right corner of the page.
2Enter a Title (required) — for example, "Prepare Q4 VAT Return".
3Select a Type (required) and Priority. Type options include Annual Accounts, Tax Return, VAT Return, Payroll, Bookkeeping, Company Secretarial, and General. Priority options are Low, Normal, High, and Urgent.
4Optionally set a Due Date, Quoted Fee, and Quoted Hours.
5Select one or more Assignees from the staff list.
6Add an optional Description.
7Click Create Task to save.

When you create a task from a client's tab, the client is automatically linked. You do not need to select the client manually.

Filtering and Searching

Use the toolbar above the table to narrow results:

Search — type in the search box to filter tasks by title.
Status — filter by one or more statuses: Not Started, In Progress, Blocked, In Review, Completed, or Cancelled.
Type — filter by task type (Annual Accounts, Tax Return, VAT Return, Payroll, Bookkeeping, Company Secretarial, General).
Priority — filter by priority level (Low, Normal, High, Urgent).
Date range — filter tasks by due date or creation date range.

You can also save your current filter and column configuration as a named view using the view selector in the table toolbar.

Bulk Actions

Select multiple tasks using the row checkboxes, then use the action buttons that appear:

Create Invoice — generates an invoice from the selected tasks.
Change Status — set all selected tasks to a new status.
Change Priority — set all selected tasks to a new priority.
Export CSV — downloads the selected tasks as a CSV file.
Reassign — reassigns all selected tasks to a chosen staff member.
Delete — deletes the selected tasks after confirmation. Hold Shift while clicking to skip the confirmation dialog.

Task Statuses

Tasks follow a six-state workflow:

Not Started — default status for new tasks.
In Progress — work has begun.
Blocked — the task cannot proceed. Blocked tasks are highlighted with a red left border in the table.
In Review — work is complete and awaiting review.
Completed — the task is done. Completed tasks appear dimmed in the table.
Cancelled — the task has been abandoned. Cancelled tasks appear with strikethrough text.

Every status change is logged in the task's activity feed with who made the change and when.

What's Next?

Client Documents — manage documents for this client
Client Invoices — create invoices from task work
Client Processes — track multi-stage workflows

Creating a Task

1On the client's Tasks tab, click New Task in the top-right corner of the page.

2Enter a Title (required) — for example, "Prepare Q4 VAT Return".

3Select a Type (required) and Priority. Type options include Annual Accounts, Tax Return, VAT Return, Payroll, Bookkeeping, Company Secretarial, and General. Priority options are Low, Normal, High, and Urgent.

4Optionally set a Due Date, Quoted Fee, and Quoted Hours.

5Select one or more Assignees from the staff list.

6Add an optional Description.

7Click Create Task to save.

When you create a task from a client's tab, the client is automatically linked. You do not need to select the client manually.

Filtering and Searching

Use the toolbar above the table to narrow results:

Search — type in the search box to filter tasks by title.

Status — filter by one or more statuses: Not Started, In Progress, Blocked, In Review, Completed, or Cancelled.

Type — filter by task type (Annual Accounts, Tax Return, VAT Return, Payroll, Bookkeeping, Company Secretarial, General).

Priority — filter by priority level (Low, Normal, High, Urgent).

Date range — filter tasks by due date or creation date range.

You can also save your current filter and column configuration as a named view using the view selector in the table toolbar.

Bulk Actions

Select multiple tasks using the row checkboxes, then use the action buttons that appear:

Create Invoice — generates an invoice from the selected tasks.

Change Status — set all selected tasks to a new status.

Change Priority — set all selected tasks to a new priority.

Export CSV — downloads the selected tasks as a CSV file.

Reassign — reassigns all selected tasks to a chosen staff member.

Delete — deletes the selected tasks after confirmation. Hold Shift while clicking to skip the confirmation dialog.

Task Statuses

Tasks follow a six-state workflow:

Not Started — default status for new tasks.

In Progress — work has begun.

Blocked — the task cannot proceed. Blocked tasks are highlighted with a red left border in the table.

In Review — work is complete and awaiting review.

Completed — the task is done. Completed tasks appear dimmed in the table.

Cancelled — the task has been abandoned. Cancelled tasks appear with strikethrough text.

Every status change is logged in the task's activity feed with who made the change and when.