Projects tasks can be assigned to the client contacts. For this, please enable the following configurations:
- Go to the Settings>Client portal>Client permissions
- Enable the option for Client Can View Tasks by checking the box.
Then go to the project details page and add your client contacts.
- On the project details page, click on the Overview tab.
- Find the Client contacts section and add the client contacts.
After doing the above things, you can assign the tasks to the client contacts.
Monday, 14 July 2025, 5:07 AM
Created by: Ruvenss G. Wilches