Simplify the management of your daily actions with the task manager on Hubflo! You will be able to:
1 - Create a new task
From "New" on the home screen or the "Tasks" section, create a new task in a few clicks:
Give your task a title, then define whether it is a thing to do, a call or an event to schedule, an email to send, or a milestone in your projects.
You can associate this task with a list you have created, assign it to members of your organization on Hubflo, and link it to a project.
2 - View and Manage All Your Tasks
→ From the task section, you will be able to filter your tasks:
By date
By the person assigned to the task
By related project (if there is one)
You will also have the option to sort them by status, typology, tags, or type of associated contact.
3 - Create Task Lists
To better organize your tasks and avoid having an endless list, create lists!
Create and organize as many steps as you want
When creating a new task, you can link it to an existing list and associate it with the desired step :
From the "Project" module, you can also view your tasks using the Kanban view:
4 - Integrate a Task into Your Calendar on Hubflo
→ You can display your tasks on your synchronized Agenda on Hubflo so you don't forget anything ! Click on the three dots to the left of a task, then select "Add to calendar":
💡 You can also create tasks directly on your Hubflo calendar !
5. Display and Make Tasks Visible in the Client Portal
To display and make tasks visible in the Client Portal and assign them to your clients, follow these steps:
Create a New Task
In the 'Tasks' tab, you can create new tasks or modify existing ones.
2. Assign Tasks to Clients:
To assign a task to a client, click on the relevant task.
In the 'Assign to' section, select the client or clients from the list :
On the right, the client can see in their client portal when a task is assigned to them, as shown below:
3. Make the Task Visible in the Client Portal:
Once the task is created and assigned, you can use the "👁" icon to make it visible to your clients :
💡 To find out more, you can also read the article 👉 Organize Your Projects with Sections
Operation completed !
You now know everything about creating and managing tasks on Hubflo 🙂
👉 A question? Contact us via the chat at the bottom right of your screen !