Clients
Manage your client relationships and communication
3 tutorials
Adding & Managing Clients
Learn how to add new clients, edit their details, and organize your client list with filters and status controls.
A complete guide to adding clients, managing their information, and using filters to keep your client list organized.
Client Communication Tools
Discover how to send emails and SMS messages to clients directly from TaskLine, and track your full communication history.
Learn to communicate with clients via email and SMS from their detail page, view conversation history, and quickly filter projects by client.
Client Portal Overview
Understand how the client portal works — unique links, what your clients can see, and the public pages available to them.
A guide to TaskLine's client portal: unique links per client, project status visibility, invoice payments, and approval workflows.