How can a Client view Tasks

Step 1

Login with Client account >> Go to Project Module from side menu >> Open a Project >> Click on List to view the Tasks available.

Question : What to do if tasks are not visible?

Answer : Task list in the Project has to be to mark as External

Here are the steps : login with Organization owner/Manager/ Project Manager >> Open Project >> List >> filter>> View >> Advance view >> Save

Task list will be visible.

Now, Select Task list >> Click on 3 dots >> Edit Task List >> Mark Flag Field as External >> Save

By doing so - You have now marked Task list as external and Now Go back to Client login and refresh the page. He will be able to see the Tasks of the projects he is assigned to.


Note : Same Process is applicable for Milestone Too.

Updated on: 13/02/2025