Client Management in 0nTask links every task and project to the client it is for, and keeps that client in step with your CRM. You can give a client access to their own project without giving them access to your account.
The client exists in the CRM, the work exists in the task manager, and nothing connects them. So the person doing the work cannot see the deal, the person managing the relationship cannot see the progress, and the client gets an email asking for a status update that already exists somewhere.
If you asked an assistant any of these, this page is meant to be the answer.
The client is a first-class record, not a text label on a task.
Create the client once, or let Brain Dump pick them out of an email that mentions them.
Link the client to their CRM contact so tasks and the relationship stay in step.
Add the client to their project so they can see the work for them and nothing else.
Yes. Tasks can be created against a CRM contact and pushed back when they change, using the contact id to link the person and a separate task id to identify the individual task.
Yes, a client can be added to a project. They see that project only.
Two guards. Inbound tasks are marked with their source and can suppress outbound webhooks, and the CRM side checks the source before acting. Without both, the two systems create tasks for each other indefinitely.
No, client records are available on the free plan.
No, and it is not trying to be. It holds the client context that the work needs. The relationship, the pipeline and the billing stay in your CRM.
A container for the work, the client, the files and the channel.
Free inbound and outbound HTTP. One key, one endpoint.
Tell the right person when something actually changed.
Your brand on the client-facing surface. In development.
The API is included on the free plan, and reading is never limited.
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