Client Task Management Software Built for Client-Facing Work

Assign tasks to clients and team members, attach forms, files, contracts, and approvals, and let automated reminders do the follow-up. All inside a branded client portal.
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Powering 20,000+ client projects every month
LaunchBayClient Task Management Software
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Most task management software gives you checklists. LaunchBay gives you tasks built for client work.

Collect Files and Assets from Clients

Set up file upload tasks so clients can submit logos, guidelines, and other assets. No more digging through emails or shared drives.

Get Feedback & Approvals Fast

Send videos, PDFs, or images for clients to review and approve. Clients can comment and request changes in one place. No extra tools required.

Send Contracts for E-Signature

Turn your existing PDFs into signable documents clients can complete directly inside their portal. Attach them to tasks for clients to review and sign without leaving LaunchBay.

Get paid on time, automatically

Attach invoices directly to tasks so clients pay inside the same portal where they see the work. And because every task has automated reminders built in, LaunchBay follows up until the invoice is paid. No chasing required.

Embed 3rd party tools directly in tasks

Embed any third-party tool or website directly into a task so clients can access it without leaving their portal. Calendly, YouTube, reporting dashboards, and more.

Show clients the work. Hide what they don't need.

Assign tasks to clients or team members. Keep internal work hidden so your team can collaborate privately, or make tasks visible so clients can clearly see what's being done.

How teams use LaunchBay's client tasks

Automate every onboarding step

Build a fully branded onboarding checklist with tasks like signing contracts, uploading assets, and scheduling calls. All triggered automatically when a deal is closed.

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Stop chasing clients. Let reminders do it.

Stop chasing clients for missing items. LaunchBay sends automated reminders and updates task statuses as clients complete them. And with Magic Links, clients access their portal in one click with no login required.

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Collaborate internally without client noise

Use private discussion threads to clarify requirements, ask questions, or document decisions. Team members stay looped in. Clients see only what they need to.

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See every project's task status in one place

Track every project from onboarding to final delivery in one place. See which projects are on track and which are behind, drill into any task to unblock it, and spot recurring bottlenecks to improve your process over time.

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More from LaunchBay

Project Progress Tracker

See task completion status across every client project built from the same template, all in one matrix-style view. Spot bottlenecks before they become delays.

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Templates

Build your client task workflow once and reuse it across every project. Templates automatically assign tasks, set due dates, and trigger reminders so nothing gets missed.

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Automations

Eliminate manual work by automating task assignment, client notifications, and handoffs. Trigger workflows when deals close, milestones hit, or stages complete.

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Frequently Asked Questions (FAQs)

What are Client Tasks in LaunchBay?
Client Tasks in LaunchBay are configurable task units you can assign to clients, team members, or both. Each task can have files, forms, contracts, proofs, checklists, and embedded tools attached, and can require specific actions like file uploads or signatures before being marked complete. Tasks are managed inside client portals, keeping all project work in one place.
What can you attach to a task in LaunchBay?
Tasks support six types of attachments: Files (for viewing and downloading), Proofs (for visual annotation and approval), Forms (for collecting structured information), Contracts (for electronic signatures), Embeds (for third-party tools and websites), and Checklists (for breaking tasks into smaller steps). You can combine multiple attachment types on a single task.
How do automated task reminders work?
When you set a due date on a task, automated reminders are enabled by default. LaunchBay automatically follows up with the task assignee until the task is completed. No manual nudging required. Reminders apply to both client-facing and internal tasks.
Can you require clients to upload files or sign off before a task is complete?
Yes. The Require category of task options lets you gate task completion behind specific actions. You can require a file upload, a client signature, or an internal team review before a task can be marked as done. This keeps quality control and accountability built directly into your workflow.
What's the difference between client-facing and internal tasks?
Client-facing tasks are visible inside the client's portal and can be assigned to clients, team members, or both. Internal tasks are only visible to your team and are used for work that doesn't need client involvement. You control which tasks clients see, keeping their experience clean and focused.
Can tasks repeat on a schedule?
Yes. Recurring tasks can be set to repeat on a defined schedule. LaunchBay automatically assigns them to the designated client or team member based on the schedule, so nothing gets missed and no manual setup is needed each time.
Can LaunchBay tasks be assigned to both clients and team members?
Yes. Any task can be assigned to a client, a team member, or both simultaneously. Client-facing tasks appear inside the client's portal. Internal tasks are only visible to your team. You control the visibility of each task independently, so the right people see exactly what they need to.

Run client work the smarter way

Replace scattered tools with one branded portal for onboarding clients, coordinating work, and delivering a better client experience.

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