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, go to Client Portal → Workspaces.
Select a workspace, then click on 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.
Link Files to a Task
Managing file uploads and keeping documents organized can get messy! That’s why Hubflo makes it easy to link files directly to a task, so your clients see exactly what they need, when they need it. You can link to:
Files
Folders
Global items
Embedded content
To get started, go to Client Portal → Workspaces.
Select a workspace, then click on Tasks.
If your tasks are displayed in List view — the 🔗 link icon will appear next to each task title.
If you're in Board (Kanban) view, you’ll see an arrow icon instead. Click it to link.
Note: Task properties like due dates, assignees, and statuses are fully preserved when you link to a file.
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.
Want to go deeper?
Check out our full guides:
👉 Working with Tasks
👉 Using Projects in Hubflo