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Create a task about a client
Create it from the client's page and it stays linked. Their page shows what's open; their history shows what's done.
Steps
- Clients live under More
- Open Clients
- Open the client
- Their Tasks row shows what's open
- Add a task
- It's already about this client
- Give it a title
- Pick who does it
- A person or a whole team
- Update
- Create
- Back to the client
- The Tasks row counts it. Finished ones land in their history