- Products
Client Portal
Deliver a branded client experienceMessaging
Communicate with clients securelyInvoicing
Invoice clients and get paidTasks
Assign tasks to clients and stay organizedContracts
Create contracts and request eSignaturesFile Sharing
Share and organize documentsForms
Streamline data collectionStore
Make online storefronts
Features - Solutions
- Resources
- Pricing
Tasks M2
Overview 
The Tasks App allows users to create and assign tasks to colleagues, clients, or companies. It can be used for internal organization or to provide clients with clear instructions. The app is particularly useful for managing client onboarding processes and ensuring all parties complete their required actions during collaborative projects. By centralizing task management, it helps teams track progress, meet deadlines, and maintain clear communication across both internal and external workflows.
The Tasks App is currently in beta and not available for everyone.
Type
App
App Visibility
Client
Built by
Outside