You can further keep track of projects by adding tasks.

To add a new task, click into Projects > Select the desired project > New task from the right-hand buttons. Fill in the task details and it will be added to your task list.

The tasks are viewable within each individual project and on your main WorkSpace dashboard. You can also assign tasks to other team members or your clients.

When you assign your client a task, they will receive email reminders about the task and will be able to view outstanding tasks in their client portal.

You can check off completed tasks right in the Project overview.