Keep your clients aligned by assigning tasks and making them visible in the Client Portal.
Manually Assign Tasks to Clients
Go to the Client Workspace and click on Tasks in the sidebar
Click “+ New Task” or open an existing one
Under “Assign to”, select the client(s) from the dropdown list
Even if a task isn’t assigned to a client, you can still choose to make it visible in the portal. To control visibility:
Go to the Project and select the task
Click the 👁 Eye icon to show or hide the task from the client portal
Your client will now see and interact with the task directly in their portal.
Pre-Assign Tasks to Clients Before They Join the Portal
You can pre-assign tasks to clients even before they’ve signed up to the client portal. This ensures their to-dos are ready and waiting as soon as they log in.
Navigate to ⚙️ Settings > Client Portal > Workspace Templates.
Select the template you want to work with.
Find or create the task.
Click Edit, then toggle on Auto-assign tasks.
Once on, any tasks within that workspace template will be automatically assigned to the client when their portal is created—even if they haven’t logged in yet.
👉 Want to learn more about how tasks work?
Check out Everything About Tasks →