Ready to use Motion.io's Client Portals and Client Tasks in your business and want to get started as quickly as possible?
In this updated tutorial video for 2024, Motion.io Co-founder Sam Chlebowski covers everything you need to know about client tasks. Sam explains the process for creating tasks, what each of the 5 request options in Motion.io’s Task Composer does, and provides examples for using each option.
--
00:00 - Introduction
00:24 - Creating a New Project
00:39 - How Project Stages Work
01:11 - How Client Tasks Work
02:13 - Attaching a Form
02:30 - Requiring Client Signatures
02:53 - Automated Reminders
03:30 - Integrating 3rd Party Apps
04:16 - Collecting Client Files
05:05 - File Approvals & Feedback
05:50 - Bulk Actions for Client Tasks
06:41 - Conclusion
--
Motion.io Knowledge Base: [ Ссылка ]
Automated Reminders for Client Tasks: [ Ссылка ]
