In this article
Keep your client projects on track by working together on tasks in a shared workspace. Whether you're onboarding new clients, collecting requests, or showing project progress, tasks help you stay organized and aligned.
Create tasks in a client workspace
To get started:
In the client workspace.
Click “Tasks” in the left-hand menu.
Select “New Task” to add a title, assignee, due date, and more.
Control client access to tasks
You can easily hide tasks from the Projects module in your Hubflo dashboard. Just click the eye icon 👁️ next to a task section to turn visibility on or off for clients.
Turn on the Kanban View
If your workspace is linked to a project, you’ll see the Kanban view, where each column matches a project section.
Note: Not using a project? You’ll see tasks in a List view instead.
To use the Kanban view, make sure the Projects module is turned on and update your default task view to "As a board: grouped by the sections of the project" and have at least one section/column in your Project.
Go to Settings → Organization & Branding → Customize Modules and toggle on Projects.
Update your default task view from Settings → Client Portal → Appearance
Important: Although clients can complete tasks, they can’t drag and drop tasks between columns. To reorder or update columns, go to the Project section in your Hubflo dashboard.
Stay updated with smart notifications
You’ll get notified when a client:
Creates a new task
Marks a task as complete
Clients will get notified when:
A task is assigned to them
A due date is approaching (tasks due the same day are grouped into one email)
Use case examples
Onboarding checklists: Give clients a friendly to-do list to get started.
Request tracking: Collect, assign, and complete client requests—all in one place.
Project visibility: Let clients see what’s in progress and what’s next.
Need help setting up your first task board or want to build a template? Reach out via chat—we’re here to help!