Manage both sides of your client projects in a single platform
With Motion.io's Team Tasks, you and your team can create private sub-tasks, share files, and send messages that remain hidden from clients in their Motion.io Portals.
A refreshingly simply project management platform
Ensure a seamless handoff process
Build workflows that automatically assign tasks to your team members as projects progress and notify them when dependent tasks are complete.
Identify roadblocks & eliminate bottlenecks
Get clear visibility into the status of tasks for which team members are responsible. Easily surface dependencies and discussion threads related to team tasks.
Efficient & effective team collaboration
Collaborate with team members in private discussion threads hidden from clients. Attach files, forms, and other information only team members can access.
Maximize productivity & complete projects faster
Keep clients in the loop
Whenever you create a team task, you have the option to hide or show it to clients in their portals to keep them in the loops or hide so you can collaborate privately.
Collaborate privately
Use Private Discussion Threads to loop in other team members, clarify details, or provide new information about an Internal Task. Messages you exchange are hidden from clients but easily accessible to your team.
Simple task management
Motion.io’s board view gives your team access to both internal and client-assigned projects in a single dashboard -- making tracking, collaborating, and completing tasks simple.
Internal Project Notes
Create private notes associated with projects only you and your team members can access. Use project notes to share important details, take notes about live conversations, and document standard operating procedures.
FAQ
Internal project management happens through the Projects Dashboard, which allows you to view all projects in your account, and the "Tasks" page for individual projects, which lets you organize tasks visually with the Kanban-style Board View.
By default, team tasks are hidden from clients. You can choose to show specific team tasks to clients by toggling the "Show in Portal" option in Motion.io's task composer.
Projects are the foundation for managing client work in Motion.io. Each Project serves as a centralized workspace that brings together all tasks, files, and communication related to a specific client engagement. In addition to being the primary hub for collaboration between your team and clients, Projects also give you complete control over the information and tools your clients can access within their portal.
In Motion.io, clients complete tasks and view information or updates related to the projects you’ve invited them to through their client portals. Portals in Motion.io are loginless for clients to access, branded to your business, and can be customized to give clients access to additional information, websites, or software they’ll need throughout a project.
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