# Manage client tasks & access

## Assign tasks to clients

{% hint style="info" %}
**When to use:** You want to assign specific work to a client on a Wonderly project they already have access to.
{% endhint %}

1. Open your shared project.
2. Click the **Tasks** tab.
3. Click **+ Add task**.
4. Click the **Assign** option next to the **flag** icon.
5. Select your client's name. Clients appear with a yellow **Client** tag.
6. Set any additional task parameters.
7. Click the **checkbox**.

**Expected outcome:** The task is now assigned to your client and will appear in their Client Portal.

***

## Control what clients can see and do

{% hint style="info" %}
**When to use:** You want to update which tasks, milestones, or documents a client can access after the initial invite has been sent.
{% endhint %}

1. Open your shared project.
2. Click **Shared with clients**.
3. Click **Edit access**.
4. Select which tasks and milestones you'd like to share or unshare.
5. Click **Continue**.

**Expected outcome:** Your client's access is updated immediately and they will only see the content you selected.

***

## Track client activity and task progress

{% hint style="info" %}
**When to use:** You want to see what a client has done in a project or check the status of tasks assigned to them.
{% endhint %}

1. Open your shared project.
2. Click the **Activity** tab at the top of the project to see a full log of all project changes, including actions taken by your client.
3. Click the **options** icon next to **Details**.
4. Toggle **Show task updates**.

**Expected outcome:** The Activity tab will now display not just project-level changes, but also task updates within that project.

***

## Update or remove a client task assignment

{% hint style="info" %}
**When to use:** You need to edit or remove a task you previously assigned to a client.
{% endhint %}

1. Open your shared project.
2. Click the **Tasks** tab.
3. Click **Filters**, then select **Table**.
4. Click the **Group by** dropdown and select **Assignee**.
5. Find your client's group and click on the task you'd like to update or remove.
   1. To edit the task, update any parameters from the task's modal.
   2. To remove the task, click the **three dots** in the top-right corner of the modal, click **Delete task**, and confirm by clicking **Delete task** again.

***

## Manage or remove client access

{% hint style="info" %}
**When to use:** You need to remove a client from a project entirely.
{% endhint %}

1. Open your shared project.
2. Click **Shared with clients**.
3. Click the **X** to the right of the client's card.

**Expected outcome:** The client loses access to the project immediately and will no longer be able to log in to the Client Portal for that project.


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