---
title: Portal Tasks
description: How clients find their tasks in the portal, complete forms, uploads, signatures and contracts, and follow the review.
icon: square-check
---

Tasks are how your clients know what you need from them. This page describes what clients see and do with tasks in the portal, so you can guide them.

## Where clients find tasks

Clients only see tasks you've shown in the portal. See [When clients see a task](/docs/projects/tasks#when-clients-see-a-task).

- **Home** shows the most urgent task under **Start here**, the **Waiting on you** tiles, and **Upcoming tasks**. See [Client Portal](/docs/client-portal#the-clients-home-page).
- **Tasks** lists every task shared with the client across their projects, 50 at a time, with **Previous** and **Next** to page through them. See [Task order](#task-order).
- Each project's **Tasks** shows a card for every stage, in order.

### The Tasks page

Every row shows the task's title, its project and stage, its status, and its due date. On a wide screen it also shows what the client needs to do (for example **Fill out form**, or **Open task** for a task without a form, upload, signature, or contract) and who it's assigned to ("You" for the client themselves, or **Your team** when no one is). On a phone the due date sits under the title. A due date is red, with "Overdue", only when the task is waiting on the client; a late task that's waiting on your team shows its date in grey.

### Task order

The **Tasks** page and **Upcoming tasks** on Home sort tasks the same way:

1. Tasks the client can act on now: **Needs attention** first, then by due date, soonest first. Tasks without a due date come last in this group.
2. Open tasks waiting on someone else (your team, or another client contact), by due date.
3. Completed tasks, most recently completed first.

When a client clicks a **Waiting on you** tile on Home, the page shows only the tasks waiting on them for that kind of request, with a filter chip such as **Waiting on you · Forms**. Clicking the chip, or **All tasks**, clears the filter.

### A project's tasks

Each stage card shows the stage name, how many of its tasks are done (for example "3 of 5 done"), and a progress bar with the percentage. The task rows are the same as on the Tasks page.

Above the cards, three filter chips narrow the list:

- **All tasks** shows every stage.
- **Waiting on you** (with the count, for example **Waiting on you · 2**) shows only tasks waiting on the client, and only the stages that have one.
- **Done** shows completed tasks.

A filter stays in the page address, so a client can bookmark it.

## Task statuses in the portal

Clients see friendlier names for task statuses:

| Your status | What clients see |
| ----------- | ---------------- |
| Active      | To do            |
| Incomplete  | Needs attention  |
| In review   | Under review     |
| Completed   | Completed        |

The status shown is about who the task is waiting on, and Home, the Tasks page, and the task itself always agree:

- **To do** or **Needs attention** only when the client can act on the task now.
- **With the team** when the next step is yours: the task is assigned only to your team, a contract isn't sent yet, or the client has signed a contract and it's waiting for your countersignature.
- **With Daniel** (the other contact's first name, and "+1" for each more) when the task is assigned to another client contact.

Statuses are shown in neutral grey, except **Needs attention**, which is amber so it stands out, and **Completed**, which uses a light shade of your brand color.

## What clients see on a task

A task page puts the work first:

1. The title, status, due date (for example "Due tomorrow" or "Overdue since Mar 4"), and stage.
2. A card for each thing the client is asked to do, each with its own status. An upload card is titled with what you asked for (or **Upload your files**), a form card with the form's name, and the others **Add your signature** or **Review and sign the contract**. A task can have several upload and form cards. Embedded content is shown in place, under its label if you gave it one. A task with nothing to upload, fill in or sign that's assigned to the client shows a **Mark as done** button instead (see [Tasks without steps](#tasks-without-steps)). Other tasks with nothing to complete say **Nothing to upload or sign** and explain that your team marks it done.
3. The description and any attachments.
4. **Task details**, collapsed by default, with the stage, who it's **Assigned to**, who it's **From** on your team, and the due date.
5. **Questions about this task**, where the client can ask your team a question about the task.

If the task is assigned to another contact, a note above the cards explains why the client can't complete it, for example "This task is assigned to Maya Okafor, so only they can complete it. You can follow along and ask questions here." A task your team is handling says "Your team is handling this task. There is nothing for you to do; you can follow along and ask questions here."

## How clients complete a task

1. Open the task from Home, Tasks, or the project.
2. Complete each card at the top of the task:
   - **File upload:** add the requested files. The card counts them, for example "1 of 2 uploaded", and says whether this step or the whole task is done once they are in.
   - **Form:** fill in the form and submit it.
   - **Signature:** type or draw a signature.
   - **Contract:** read the contract and sign it (see below).
3. Read the description and attachments below if they need more context, and ask in **Questions about this task** if anything is unclear.
4. When every action is done, the task completes, or shows **Under review** if your team needs to approve it.

Only clients assigned to a task can complete its actions. Other clients on the project can see the task and ask questions.

### Tasks without steps

A to-do such as "Send us your brand colours" that's assigned to the client but has no upload, form, signature or contract shows **Mark as done**. Clicking it completes the task, or sends it to your team as **Under review** when the task needs review. Plain tasks assigned only to your team don't count as waiting on the client.

## How clients sign a contract

1. Open the task that asks them to **Review & sign**.
2. Read the contract shown on the task.
3. Type their full legal name in the signature box, or draw their signature.
4. Click **Sign**. The text above the signature box explains that the electronic signature is legally binding.

Once everyone has signed, the task shows **Contract fully executed** and a **Download PDF** button. If your team still needs to countersign, the task says it's waiting for the countersignature, and the client is notified when it's done. If you change the contract after they signed, they're asked to review and sign the new version.

A contract you haven't sent yet shows "This contract is being prepared" instead of the contract text, and the task isn't counted as waiting on the client until you send it. See [Contracts](/docs/contracts).

## When you request changes

If your team requests changes, the client gets one email, "Olive asked for changes to Upload brand assets", with the full note and a link to the task. The task shows **Needs attention** and, at the top, "Olive asked for changes" with the date and the note. The client fills in the form again, signs again, or uploads new files, and the task moves forward again. Files they uploaded before stay on the task under **Previous upload (sent back)**.