Task Manager Client checklist + Task descriptions
I have an onboarding checklist I go through with all new clients. Sometimes, this includes tasks that the client needs to do. For example:
- Fill out a specific form
- Customize their Review Request template
- Upload customer information into business center
It would be nice to have an “onboarding checklist” project template that can be assigned to the client. Then, inside their business center they will see what needs to be done (task + description) and can check items off as they go.