Tasks
Organize freelance tasks and client work
Turn client work into clear tasks, folders, subtasks, rich notes, and recurring follow-ups.
Instructions
- 1.Open Tasks and create a task with a clear action phrase.
- 2.Assign a due date, folder, priority, and client when relevant.
- 3.Use rich notes for context that belongs with the task.
- 4.Add a comment to share an update. Paste or upload an image and wait for its preview to finish before posting.
- 5.Add recurrence for repeating admin work, follow-ups, and review routines.
- 6.Hover over a recurring-task indicator to see its schedule, including the selected weekdays and interval.
- 7.If you refresh while Tasks is expanded with a task open in the side panel, the view restores that task and layout on the same device.
- 8.Complete, archive, or restore tasks from trash depending on whether the work is truly done.
Tips
- Write tasks as verbs, like Send invoice or Review onboarding notes.
- Use recurring tasks for weekly business hygiene.
- Check the image preview in a comment before posting so you can catch an incomplete upload.
- Link tasks to client records when the work affects relationship history.