Client Tasks can be manually sent immediately, or scheduled to automatically send in the future.

You can only send client tasks to people you have saved as a contact. The Client Tasks will always be sent to the email address used on the primary contact card for that contact.

Client Tasks are sent in an email to your client. These emails and responses from your client, will show on the contact and work timelines.

Manual send

Choose "Send tasks now" to manually send. The email containing the Client Tasks will be sent from the team member who clicks send.

Automatic send

You can schedule Client Tasks to send in the future, a certain number of days before or after the work item's start date. Choose "Schedule tasks to auto send later" to do this and they will be sent by Karbon at the time specified in your Settings.

Automatically sent Client Tasks will be sent from the team member the work item is assigned to.

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