Scheduling for clients in TimePlanner ensures your projects remain organized, on track, and aligned with client expectations while giving you greater control over managing client-related work.
With this feature, you can:
✅ Assign tasks to a specific client by linking them directly to their profile.
✅ Associate tasks with the client’s ongoing projects, ensuring all work is accurately tracked under the correct client profile.
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To schedule an Issue for clients, the user must have Client Admin or App Admin permissions. |
To schedule tasks for clients, please follow the steps below:
Assign Clients for the new task
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