DoerPath

How to Link Tasks to Clients

Tasks can be assigned directly to clients, independent of projects. This is useful for quick requests, ongoing work, or tasks that don't fit into a specific project. This guide shows you how to link tasks to clients.

Prerequisites

Before you begin:

  • You must be signed in to your account
  • You must have at least one client created
  • You need permission to create or edit tasks

Method 1: Assign Client When Creating a Task

Step 1: Open Task Creation

From the sidebar, click Tasks, then click New Task or use the quick-add button.

Step 2: Fill Task Details

Enter the task title and any other details.

Step 3: Select Client

In the task form, use the Client dropdown to select which client this task belongs to.

Step 4: Create Task

Click Create to save the task. The task is now linked to the selected client.

Method 2: Assign Client to Existing Task

Step 1: Open Task

From the Tasks page, click on the task you want to link to a client.

Step 2: Edit Task

Open the task's edit mode or detail view.

Step 3: Select Client

Use the Client dropdown to select the client.

Step 4: Save

Save the task. It's now linked to the selected client.

Method 3: Use Client Filter to View Tasks

Step 1: Navigate to Tasks

From the sidebar, click Tasks to view your task board.

Step 2: Open Filters

Click the filter icon or Filters button.

Step 3: Filter by Client

Select a client from the Client filter dropdown.

Step 4: View Filtered Tasks

Only tasks assigned to the selected client are shown. This helps you focus on work for a specific client.

Expected Result

After linking a task to a client:

  • The task shows the client association in its details
  • The task appears when filtering by that client
  • Client-related reporting includes this task

Client vs Project Assignment

Tasks can be linked to both a client and a project, or just one:

ScenarioWhen to Use
Client onlyQuick requests, ad-hoc work not tied to a project
Project onlyInternal projects, work without external clients
Both client and projectClient work organized into projects
NeitherPersonal tasks, internal team work

Removing Client Assignment

To remove a task's client assignment:

  1. Open the task for editing
  2. Clear the Client selection (select "No Client" or clear the field)
  3. Save the task

The task remains but is no longer associated with any client.

Bulk Operations

To assign multiple tasks to a client at once:

  1. Consider creating tasks from a project that's already linked to the client
  2. Tasks created within a client-linked project can inherit the client association

Best Practices

  1. Be consistent - Decide whether to use client-level or project-level organization and stick to it
  2. Use filters - Filter by client when focusing on specific client work
  3. Review assignments - Periodically check that tasks are assigned to the correct clients
  4. Link projects too - If tasks relate to ongoing projects, link both the task and project to the client

Troubleshooting

Client dropdown is empty

You don't have any clients yet:

Can't see client option in task form

  • Verify you're on a paid plan (clients require Plus or higher)
  • Refresh the page and try again

Filter not showing expected tasks

  • Check that tasks are actually assigned to the client
  • Verify you're viewing the correct team
  • Clear other filters that may be hiding tasks

Next Steps

After linking tasks to clients:

Related

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How to Link Tasks to Clients | Documentation | DoerPath