Share the plan with the client’s team

Problem

The client doesn’t know what you need from them this week.

Steps

1. Open a task. Select Share, type their email and pick a role.
2. For a job the client must do, assign the task to them by email.
3. Share the stage tasks too.
4. Open the plan together on each weekly call.

People can open a task you assign them without Humble. To see all their tasks and update them, they need their own access (5.3).

Test Does each client task have one named person and a date?

Result The client sees what they owe you, with no status email.