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Tasks are the fine details of what needs to get done such as preparing, reviewing, delivering, etc. You can add tasks to projects and assign them to staff or clients. You can also add tasks to project templates.

Before you start

• Make sure you're assigned to a permission group that has Project Manager enabled.
• Tasks are typically tied to projects, but you can set up independent tasks related to a client and select them when entering time.

Add a task to a project

1. In Onvio Center select Setup, then Clients.
2. Select Edit next to a client in the list.
3. Go to the Projects tab.
4. Select Add, then Task.
5. Select an existing Project.
6. Enter the Order of the task.
7. Choose if this is a staff-facing task or client-facing task.
   • If this is a staff-facing task, you need to select an Application, and Status and Dates.
   • If this is a client-facing task, you can send a Document Request which also needs Status and Dates selected.
8. Enter a Name.
9. Make changes and select Save and close. Or, if you're ready to send the document request, select Send and close.

Add a task to a project template

1. In Onvio Center select Setup, then Project Templates.
2. Select Edit next to a project template in the list.
3. Go to the Tasks tab.
4. Select Add.
5. Enter the Completion Order of the task.
6. Choose if this is a staff-facing task or client-facing task.
   • If this is a staff-facing task, you need to select an Application, and Status and Dates.
7. Enter a Name.
8. Make changes and select Save and close.

Client Dashboard

Using the Home Dashboard

Enter time

Activities