Client created tasks

How can your clients create tasks for themselves

Your clients can also track their own tasks (created by them) on their client portal.


Here's how they do it: 


1. Login to their client portal. 


2. Click on My Tasks 


3. Click on ADD TASKS


Note:  All tasks created by your client will automatically be shared with you. 


You will see all your client created tasks on your coach portal in the TASKS tab of your client record in your My Contacts page. (See image below)

Note: Tasks created by your client will be marked as 'Created by <Client Name>'