Creating + tracking tasks
Tasks live at the workspace level (visible at /[workspace]/tasks) or scoped to a client (Tasks tab on the client detail page). Every task has a priority, status, department tag, and visibility (internal or client-visible).
Public tasks (visibility = client_visible) show up in the client portal where the client can comment and see status. Internal tasks stay agency-only.
Subtasks
Open any task → subtasks section in the dialog. Drag the grip handle to reorder, or focus a row and use ⌘↑ / ⌘↓ (Ctrl on Windows). Subtasks are checklist items only — no individual due dates or assignees.
Recurring task templates
Manage at /[workspace]/tasks/recurring. Templates fire daily, weekly, or monthly at 6 AM in the workspace timezone, spawning a fresh task each time. Useful for monthly check-ins, weekly reports, daily standups.
Tier-gated: starter 2, pro 25, growth 75, business 250, scale 750, enterprise unlimited. Disabled templates still count.
Calendar view
/[workspace]/tasks/calendar renders every task with a due date as pills on a month grid. Drag a pill onto a different cell to reschedule — preserves time-of-day, optimistically updates locally, reverts + toasts on server error.
Switch between month and week with ?view=week on the URL or the top-right toggle.
Saved views
On the tasks list, set filters / sort, click Save view, give it a name. One click later re-applies. Star a view to make it the default when you visit bare /tasks. Optionally share with the workspace so teammates can use it.