Assigning Tasks to Clients

The Tasks tab in a client’s profile lets you create and track homework, goals, or action items for your client. Clients can also create their own tasks in their portal, making this a shared space for accountability.

Creating a Task

1. Open a client’s profile and click the Tasks tab
2. Click + Create New Task
3. Fill in:
   • Task Name (required) — A short, clear title
   • Description (optional) — More detail about what to do
   • Start Date (optional)
   • Due Date (optional)
4. Click Save

[Screenshot: Task creation form with name, description, and date fields]

Managing Tasks

Tasks are organized into two lists:

To-Do

All open tasks the client needs to complete.

Completed

Tasks that have been checked off. Mark a task as done by checking the box next to it — it moves to Completed automatically.

To move it back to To-Do, uncheck it.

Editing and Deleting Tasks

• Edit — Click on any task to open and edit its name, description, or dates
• Delete — Remove tasks that are no longer needed (permanent action)

Search

Use the search bar to quickly find a task by name or description.

Client-Created Tasks

Clients can also create their own tasks in their portal. These appear in the same Tasks list, so you have a complete view of all their goals — yours and theirs.