Managing Client Tasks

Tasks associated with clients help you track action items, follow-ups, deliverables, and anything else that needs to be done related to a specific client. The Tasks tab on a client’s page shows all tasks for that client in one place.

Accessing Client Tasks

Open the client’s detail page
Click the Tasks tab
All tasks associated with this client appear

The Tasks tab shows only tasks linked to this specific client, filtering out tasks for other clients or general tasks.

What You See in the Tasks Tab

For each task, you’ll typically see:

Task title or description
Status (To Do, In Progress, Completed, etc.)
Priority (if assigned)
Due date
Overdue indicator (if past the due date)
Assigned person (if using team features)

Creating a New Task for a Client

From the Tasks tab:

Click New Task
The task creation form opens
The client is automatically pre-selected
Fill in task details (title, due date, priority, etc.)
Save the task

You can also create tasks using Quick Actions from the client page header, which works the same way.

Task Status and Completion

Tasks typically have status options like:

To Do (not started)
In Progress (actively working)
Completed (finished)
Cancelled (no longer needed)

Click on a task to update its status, mark it complete, or add details.

Filtering and Sorting Tasks

The Tasks tab usually offers filtering to help you focus:

Filter by status:

Show only incomplete tasks
Show completed tasks
Show all tasks

Filter by due date:

Overdue tasks
Due today
Due this week

Filter by priority:

High priority only
Medium or low priority

Use filters to zero in on what needs immediate attention.

Understanding Overdue Tasks

Overdue tasks are prominently displayed:

Usually highlighted in red or with a warning icon
Appear at the top of sorted lists
Counted in the Overview dashboard summary

Why it matters:
Overdue tasks indicate work that’s falling behind. Review overdue tasks regularly to either complete them, reschedule them, or cancel them if no longer relevant.

Task Priorities

Assigning priorities helps you focus on what’s most important:

High: Urgent or critical tasks
Medium: Important but not urgent
Low: Nice to have or can wait

Use priorities in combination with due dates to organize your workload.

Common Task Types for Clients

Follow-Up Tasks:

“Follow up on proposal sent on [date]”
“Check in one week after project launch”
“Send invoice reminder”

Deliverable Tasks:

“Submit draft design by [date]”
“Deliver final files”
“Send monthly report”

Administrative Tasks:

“Update billing address”
“Renew agreement before expiration”
“Review and close completed project”

Meeting Tasks:

“Prepare for client meeting on [date]”
“Send meeting agenda”
“Follow up on action items from meeting”

Best Practices

✅ Create tasks immediately: When you think of something that needs to be done, create the task right away before you forget.

✅ Use descriptive titles: “Follow up on proposal” is better than “Follow up.” Include context that will make sense later.

✅ Set realistic due dates: Don’t set every task for today. Spread tasks across realistic timeframes.

✅ Review regularly: Check your client tasks weekly (or daily for active projects) to stay on top of work.

✅ Complete or cancel: Don’t let tasks accumulate forever. Mark them complete, reschedule them, or cancel if they’re no longer relevant.

✅ Link to other records: In the task notes or description, reference related proposals, projects, or invoices for context.

Tasks vs. Notes

Use tasks for:

Things that need to be done
Items with deadlines
Action items requiring completion

Use notes for:

Information to remember
Context and history
Things that don’t require action

If something is both informational AND actionable, create a task for the action and a note for the context.

Working with Tasks Across Clients

While the client Tasks tab shows only tasks for that client, you likely have a main Tasks view in Nizam that shows all your tasks across all clients.

Client Tasks tab: Focused view for one client
Main Tasks area: All tasks across your entire workspace

Both views show the same tasks, just filtered differently.

Team Collaboration on Tasks

If you have team members:

Tasks can be assigned to specific people
Team members see tasks assigned to them
Everyone with client access can see all tasks for that client
Status updates are visible to the whole team

Common Questions

Can I create tasks not associated with a client?
Yes. In the main Tasks area, you can create general tasks. The client field is optional.

What happens to tasks when a client is archived?
Tasks remain associated with the client. If the client is archived, tasks may still appear in your main task list depending on your settings.

Can I assign tasks to myself or others?
This depends on your Nizam version and team features. Check the task creation form for assignment options.

Is there a limit to how many tasks I can create for a client?
There shouldn’t be a practical limit. Create as many tasks as you need to stay organized.

Can I set recurring tasks?
This depends on your version of Nizam. Check if the task creation form offers recurring task options.

Do clients see their tasks?
No. Tasks are internal to your workspace. Clients don’t have access to them.

Staying on Top of Client Tasks

Morning routine:
Check your main Tasks view each morning to see what’s due today, prioritizing overdue items.

Weekly review:
Each week, review tasks for your key clients to ensure nothing is slipping through the cracks.

Before client interactions:
Before calls or meetings, check the Tasks tab to see if there are pending action items to discuss.

After client interactions:
After calls or meetings, immediately create tasks for any action items or follow-ups agreed upon.