Find quick answers to Task questions.
Q: Can I create a recurring task?
We don't currently support recurring tasks, but this feature is under consideration. If you'd like to see this added, share your vote on our feedback forum here.
Q: Can I create task templates?
Task templates aren't supported at this time. If you'd like to see this added in the future, please add your vote on our feedback forum here.
Q: Can I assign a task to a client?
Yes, you can assign a task to a client! Simply select the client name from the assignee dropdown instead of a staff member and the task will appear in the clients Task section.
Q: Can you edit the name of a task list once it's been created?
It's not currently possible to edit the name of a task list after it's created. Instead you'll need to delete the task list, then create it from scratch.
Q: What is the difference between a task and a task list?
Think of a task list like the different pages in a notebook where you write down all the action items you need to complete. The task list separates and organizes all of the actionable items, or tasks, that you create.
To learn more about Tasks, check out our Help Center guides here.