Task Manager: Share your projects in Business App

What is it?

Task Manager users are now able to share their projects in Business App. This allows your clients to view real-time reporting on where the projects they're paying you for are at.

When was it made available?

Project visibility in Business App was released January 13, 2020.

Why is it important?

Previously, to receive updates on the status of work, clients had to wait for correspondence from Task Manager agents. They would often email or call agents to receive updates, resulting in wasted time and broken focus.

By allowing projects to be viewed in Business App, agents no longer need to worry about manually contacting their clients with generic updates. These clients can log in directly, giving them peace-of-mind and better insight into the work they're paying for.

And just as important as showing projects in Business App, Task Manager agents can choose when not to show projects and tasks. This puts the power directly in the hands of the agent.

How does it work?

Set visibility on a project

 You can set task and project visibility when you create a project. To do so...

1. Fill in the project creation screen as per usual.
2. After adding at least 1 task, click Show project in Business App.
   
   • Alternatively, you can select Show task in Business App on any task.
     

     Note: Selecting the Show progress in Business App option will set all tasks to be visible by default. You can manually change task statuses within each task's box.

3. Click Create project.

Preview your project

You can preview how your project will appear to clients by clicking preview.

The preview will appear to the right of the project creation form.

Odds and ends

There are a few other details of interest:

• To show a project in Business App, at least one task needs to be made visible as well.
• Project visibility cannot currently be edited after the project has been created.
• You are able to edit visibility at any time on a template.
• Tasks without an associated project cannot be shown in Business App.
• When a task is completed in Task Manager and it's been set to show in Business App, that task will appear with a checkmark, and the progress bar for the project will fill.