📝 How to Assign Tasks to Clients

Assigning tasks helps keep clients accountable and on track, ensuring important steps aren’t missed.

🎥 Video

✅ What You Can Do Here:

• From a case, navigate to the Tasks tab or use the Quick Add button on your dashboard.
• Enter a clear task title and detailed description to explain what needs to be done.
• Add a due date so the client knows when it’s needed or how long they have to complete it.
• Once assigned, the client will receive a notification and see the task on their dashboard.

🗂️ Pro Tip

Assign tasks right after court hearings, during supervision sessions, or after team meetings to keep momentum going and ensure everyone stays aligned.

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