Assigning Tasks to Clients
We’ve created a simple video tutorial on assigning tasks to clients. If you’d prefer to see images and text, scroll down and enjoy!
If you or your business have clients, you probably know how difficult it can be to track who needs to do what. We built Yalla to simplify that process. Assigning tasks to clients is easy to do and will drastically improve your workflow. Let’s walk through how.
Any time you create a task, you can add it to a client by opening the “Assign to company” dropdown box near the top of the task window. Start typing the name of your client, then click on the client’s name/logo and create the task. Now you’ll see the client’s logo on the priority bar.
Assigning a client to a task does a few things. First, it makes it easier for your team to get a good sense of what’s going on. Who’s working on what – and for whom? Second, every task assigned to a client is also visible on that client’s page in Yalla.
This is what the client sees whenever he or she logs into Yalla. It’s all about transparency. The client knows who’s working for them, and who to reach out to if they have questions or concerns.
There’s also one more way to assign a client to an existing task, or change the client if one is already set. Hover over the client logo on any task, click on it, and you’ll get the same search bar that exists when creating a new task.