Keep client tasks clear, organized, and connected to the work.
Client Task Management helps businesses organize the actions clients need to complete, from providing information and documents to reviewing work, answering questions, and confirming next steps.
Client tasks become harder when they are buried in email and messages.
A client may need to send a document, answer a question, review a deliverable, provide content, or confirm a decision before work can continue. When those actions are spread across email threads and messages, both sides can lose track of what needs to happen next.
Requests get buried
Important client actions can disappear inside long conversations and email threads.
Responsibilities are unclear
Clients may not know exactly what they need to provide, review, answer, or confirm.
Follow-up takes time
Teams may need to search through conversations to determine what remains outstanding.
Tasks lose their context
Client actions can become separated from the project, files, or conversations they relate to.
Outstanding work is harder to see
Without a clear client-facing workflow, it can be difficult to understand which client actions are still open.
Internal tools serve a different purpose
Internal task systems are built primarily for team execution, not for work that requires client participation.
What is Client Task Management?
Client Task Management is the process of organizing tasks that require coordination or action between a business and its client.
The focus is the client action. A task belongs in this workflow when the client needs to provide something, complete something, review work, answer a question, give feedback, or make a decision before the related work can continue.
It is not the same as managing every task your internal team needs to complete. Internal production, planning, administration, and other team-only work can remain part of the internal workflow.
Client action at the center
Client tasks give client-dependent actions a defined place within the surrounding work.
- Provide information
- Upload documents
- Answer questions
- Review work
- Provide feedback
- Confirm a decision
Keep client actions connected to the work around them.
Client tasks are easier to manage when they sit within the broader client workspace instead of becoming isolated requests in email.
Client tasks
Give client-related actions a defined place within the client workflow.
Project context
Keep client actions connected to the work they are helping move forward.
Files and documents
Keep relevant information and documents close to the client work they support.
Client communication
Connect client actions with the communication that provides context around the work.
Client onboarding
Client-dependent actions can form part of onboarding workflows when clients need to provide information or complete required steps.
Reviews and approvals
Client actions can include reviewing work, providing feedback, or confirming a decision where the relevant workflow supports it.
Riverton’s feature architecture includes client tasks alongside related capabilities such as client messaging, file sharing, client onboarding, and client approvals.
A client task workflow built around the next action.
The workflow starts with the client work and identifies the action required from the client before the next part of the work can continue.
Set up the relevant client work
Start with the appropriate client workspace or project context for the work that requires client participation.
Define the client task
Clearly identify what the client needs to provide, complete, review, answer, or confirm.
Give the client the relevant context
Keep the task connected to the surrounding client work so the client can understand what the action relates to.
Client completes the action
The client provides the required information, files, response, feedback, review, or decision.
Review the response
The business reviews what the client has provided and determines whether the task is complete or needs clarification.
Continue the related workflow
Once the client-dependent action is complete, continue with the next relevant part of the project or client workflow.
Common client actions that can affect project progress.
Information
Tasks where the business needs information from the client.
- Complete a questionnaire
- Provide business information
- Answer project questions
Documents
Tasks where documents or supporting information are required.
- Upload required files
- Provide supporting documents
- Review relevant documents
Project work
Client actions that help the business continue project work.
- Complete an assigned client action
- Provide content or assets
- Confirm project requirements
Review and feedback
Client participation required to review work or explain requested changes.
- Review a deliverable
- Submit feedback
- Request changes
Decisions
Client actions where a choice, confirmation, or approval is needed.
- Confirm a choice
- Approve work
- Confirm the next step
Keep internal work separate
Team-only planning, production, administration, and internal operations do not need to become client-facing tasks.
Make the client’s next action easier to understand.
Client Task Management is not only about what the business needs to track. The client also needs enough context to understand what they are being asked to do and how their action relates to the work.
A useful client task experience should make the required action clear, provide relevant context, and make the next stage of the workflow easier to understand.
- What the client needs to do
- Why the action matters
- Relevant project or work context
- Information or files needed
- What happens after completion
- Outstanding client actions
Client Task Management and internal task management solve different problems.
Internal task management is primarily concerned with team execution. Client Task Management is concerned with actions that require the client’s participation. The two workflows can work together without replacing one another.
| Client Task Management | Internal Task Management |
|---|---|
| Designed around client participation | Designed around internal team work |
| Client may be responsible for the action | Team member is usually responsible |
| Connected to client communication and work | Connected primarily to internal operations |
| Client visibility matters | Internal visibility matters |
| Supports client-facing workflows | Supports team execution |
Client Task Management does not replace internal project management. It gives client-dependent actions a clearer place within the broader client workflow.
Where client tasks become part of the workflow.
Client onboarding
Collect information and complete client-dependent onboarding actions.
Document collection
Give clients clear actions when documents or supporting information are needed.
Agency projects
Organize client actions that affect ongoing project work.
Consulting engagements
Organize information, decisions, and responses required from clients.
Website projects
Coordinate client actions involving content, assets, reviews, and decisions.
Marketing projects
Keep client-dependent actions connected to the work being delivered.
Client reviews
Organize client participation when work needs review or feedback.
Approval workflows
Organize client actions where a decision or approval is required before the next step.
Clearer client responsibilities can make client-dependent work easier to manage.
Clearer responsibilities
Clients can better understand which actions they need to complete.
Less follow-up
A clearer workflow can reduce repeated conversations about what the client still needs to provide or complete.
Better visibility
Client-dependent actions are easier to distinguish from internal team work.
More organized workflows
Client actions stay connected to the surrounding project or client work.
Clearer next actions
Teams and clients have a better understanding of what needs to happen next.
More focused communication
Client actions can be discussed in the context of the work they relate to.
Client tasks are one part of a connected client workspace.
Client tasks rarely exist in isolation. A client may need to respond to a message, provide a file, complete an onboarding action, review work, or confirm a decision.
Riverton’s broader feature architecture connects client tasks with related capabilities such as client messaging, file sharing, client onboarding, and client approvals.
To understand the broader product, explore the Riverton Client Portal and client portal software.
Keep the client action connected
- Client work
- Client task
- Required client action
- Relevant files or information
- Communication and context
- Next step in the workflow
Client Task Management questions
What is client task management?
Client Task Management is the process of organizing tasks that require action or coordination between a business and its client. These tasks can involve providing information, uploading documents, answering questions, reviewing work, giving feedback, or confirming decisions.
What is the difference between client task management and internal task management?
Internal task management is primarily focused on team execution. Client Task Management focuses on actions where the client needs to participate. The two workflows can support each other without serving the same purpose.
What types of tasks can clients complete?
Client-dependent tasks can include providing information, uploading documents, answering questions, completing assigned actions, reviewing work, submitting feedback, confirming choices, or approving work where the relevant workflow supports it.
How can businesses keep track of tasks assigned to clients?
Businesses can organize client-dependent actions around the relevant client work and distinguish those actions from internal team tasks. The goal is to make outstanding client responsibilities easier to understand and follow through.
How can client task management reduce follow-up?
When a client action has a clear place in the workflow, teams do not need to rely as heavily on scattered email threads to determine what the client still needs to provide, review, answer, or confirm.
Can client tasks be connected to projects?
Client tasks are intended to remain connected to the client work they support. This helps distinguish client-dependent actions from unrelated internal team work.
Can clients complete tasks through a client portal?
Client tasks are part of Riverton’s client-work architecture. The exact client-side task experience should be described according to the currently verified product interface.
How does Riverton manage client tasks?
Riverton includes a dedicated client tasks capability within its client-work architecture. Client tasks can be positioned alongside relevant client work and related capabilities where applicable.
Can Riverton use client tasks for onboarding and document collection?
Client tasks can be relevant to workflows such as onboarding and document collection. Riverton also has dedicated client onboarding and file sharing capabilities in its documented feature architecture. The exact workflow should match the verified product implementation.
Give client-dependent work a clearer place to happen.
Explore the Riverton Client Portal and see how client tasks fit into a broader shared workspace.