Task Settings
July 23, 2024If you have added the Task Management Add-On in Settings > Add-Ons, a task icon will appear on the top right of ClientTether as shown below.
The Task Settings page allows you to control what is shown in this side panel. To see all details of the task, you can click on Tasks on the top of your screen and click on a task.
On the Task Settings page, simply toggle the switches on or off to select which parts of a task show in the side panel.
Task Management
July 2, 2024Task Management Basics
- Create a Task for specific Contact
- Include instructions and resources
- Assign a due date
- Assign the task to a User
- Enter a Priority 1 – 5
Tasks extends existing features of ClientTether like Templates and Action Plan Steps, which you should already familiar with. Review those topics if necessary. Let’s start with Templates as a way to assign a common task…


Creating a Task for a Contact
Open any Contact Profile and select the Task Tab (1). Then click on Add New Task (2)


Now you are ready to manually create a unique task or use the Template option to assign a common task.
Create a Task via Action Plans
Action Plans has an Action Step that is very similar to creating a Template. If you are familiar with the Template process the Action Plan Step will be very easy. Action Plans allow the Task step to be auto-assigned and scheduled as needed.