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ClientPlug has two kinds of to-do lists: client tasks attached to a specific client, and a personal task list that’s just yours. Both are available on every plan.

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Client tasks

Client tasks live with the client they belong to. Open them from the client’s tasks icon (clipboard) on the dashboard.
  • Owners and admins can create, edit, and complete client tasks, with optional due dates.
  • Employees see client tasks read-only for clients assigned to them, and can add any task to their own personal list with the + button.
Use client tasks for work tied to an account — “send monthly report,” “refresh creatives,” “follow up on invoice.” Anyone with access to that client sees the same list.

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Personal tasks

Your personal task list is private to you and appears on the dashboard (in the right column on desktop, below the table on mobile). Any user — including employees — can use it.
  • Add tasks manually, with optional due dates.
  • Pull a client task into your personal list with the + button so it shows up in your own queue.

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Due dates

Tasks with due dates are color-coded so priorities are obvious:

Overdue

Shown in red — past its due date.

Due soon

Shown in amber — due today or tomorrow.

Upcoming

Shown in gray — due later.
Tasks with due dates also appear on your Calendar.

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Completing tasks

Check a task off to mark it complete. Completing a client task and completing a personal copy of it are tracked separately, so finishing your personal copy doesn’t change the shared client task (and vice versa).