Pop-up message updates and email alerts

You can bring on board your clients on TaskTrek as part of your team. TaskTrek is a collaboration tool, where your clients mean more than just pay cheques but are truly a part of the team on projects or activities. By doing so, not only there is better accountability but also professionalism in work.

Simple steps to add client on TaskTrek:

Add client organization
Add client users
Add projects and link it to a client from the client list available.
Hide select project team members from client, who will not be interacting with client

Advantages

Better accountability
More professional way of working
Establishes trust in client – agency relationship
Better reporting

Access controls

It is up to you what information you want to share with client or not. You can select the client users or avoid, while sharing messages, files, etc.

Client may not use TaskTrek

That's ok; as long as it is helping you manage your work better. It is up to the client if he or she wishes to login to TaskTrek or not.

You can add client official email id on TaskTrek, to keep the client updated on activities or tasks concerning him or her. That's again optional.