Client Tasks tab

the tasks tab helps you stay on top of every task related to this client it keeps things organized so that nothing slips through the cracks each task is grouped into one of three columns to do to do , in progress in progress , and done done overview every task card displays essential details such as • task name • status • assignee(s) • due date • priority level you’ll also see a filter by priority dropdown at the top, allowing you to filter tasks by priority all , high , medium , or low viewing a task if you click on a task, a side panel opens showing all the task details from there, you can edit , delete , or simply close the panel to return to the main view want to move a task from a status to another? you can simply drag and drop it into the column you want or click the task, select edit task, and update the status manually adding a task you can add a task in two ways • from the top right by clicking the add task button • from within any of the task columns using the inline add task button when adding a new task, you’ll be asked to fill in the following • task name • status (to do, in progress, done) • assignee(s) • client – this field is prefilled since you’re already in the client’s profile • due date • priority • description • attachment(s) – optionally upload files related to the task