Tasks, Goals, Docs & Automations
Kliently now runs the work, not just the billing — tasks, five views, goals, docs, and no-code automations are built in.
Kliently has always taken a client from “nice to meet you” to “payment received.” Today it also runs the work in between. Tasks, multiple views, goals, docs, and no-code automations are now built in — so the place you bill from is the same place you plan, assign, and ship.
Tasks & projects
Tasks under every project: custom statuses, priorities, multiple assignees, start/due dates, time estimates, and tags
Subtasks, checklists, and dependencies — a task can’t be marked done while a blocker is still open
Comments with @mentions, recurring tasks, and a Start-timer button that feeds your existing time tracking
Five ways to see the work
Board (drag-and-drop), List, Calendar, Table with inline editing, and a Timeline/Gantt
A cross-project “My Work” home: everything assigned to you, bucketed by Overdue, Today, This week, and Later
Custom fields & templates
Define your own task fields (text, number, money, date, dropdown, checkbox, URL)
Save reusable templates that scaffold a whole task list onto a new client engagement in one click
Automations & goals
No-code rules: when a task is created or moves to a status, set priority, assign someone, create a follow-up, or notify
Measurable goals — number, currency, percentage, done/not-done, or task completion — with progress that rolls up automatically
Docs, workload & proofing
A nested Docs/Wiki for briefs, SOPs, and notes, with autosave
A Workload view showing open tasks and estimated load per team member
Pin-comment proofing on image files, right inside the preview
Everything is connected to the clients, projects, time, and invoices you already run in Kliently — no new login, no export-import dance.