Client tasks help staff track follow-up work directly from the client record.

Where Client Tasks Appear

Client tasks appear in the Client Edit workspace when task management is enabled for the account. Tasks may be manually created or generated by workflow configuration.

What Client Tasks Are Used For

Use client tasks to track work such as:

• Collecting missing client information
• Requesting income or eligibility documents
• Following up with assigned staff
• Completing workflow requirements
• Reviewing blocked or overdue case work

Outstanding Tasks

The client workspace highlights outstanding tasks so staff can see work that still needs attention.

Tasks may be grouped or flagged as:

• Required tasks
• Optional tasks
• Overdue tasks
• Tasks due this week
• Completed tasks
• Cancelled tasks

Required tasks are especially important because they may represent workflow requirements.