Client visibility
Goal: understand the two switches that control whether clients can see tasks, and the per-task override.
Two company-level switches, plus one per task
- Enable Tasks (Settings → Features) — turns the feature on for your company.
- Show tasks to clients (Settings → Client Portal) — adds a Tasks section to the client portal. Only meaningful once Tasks is enabled.
- Visible to client — a checkbox on each individual task. A task only ever reaches a client when all three are true: both company switches are on, the task has a client (directly or via a project), and this checkbox is checked.
Purely internal tasks (no client attached) are never visible to any client, no matter how the
switches are set — there's no client to show them to.
What a client can do
A client with a visible task can see its status, due date, description, total time logged, attachments, and comment thread — and can post their own comments. They can't change any field, and can't attach files to their comments.