Open Projects to view projects available to your customer account. Select a project to see its overview and the sections enabled for customer access.
Depending on permissions and project settings, sections can include tasks, discussions, files, milestones, timesheets, activity, tickets, and related commercial documents. Some sections are intentionally hidden by the CRM.
Tasks are accessed through their project. Open a visible task to review its details and comments. If task creation is available, open the task form, complete the required fields, select only available project options, and save.
Add a comment when you need to clarify work or provide an update. After saving, refresh the task and confirm the new content appears. If submission times out, check whether the item was created before submitting again.
Use available discussion controls to start or respond to a project conversation. Open files exposed to customers. A file or milestone visible to staff may remain hidden from the customer app.
Ask your CRM administrator to review contact permissions and project settings. The customer app does not imply full staff capabilities such as unrestricted task assignment, billing administration, or time tracking.
For developers, the API uses project-scoped task routes; there is no standalone /tasks collection in the documented module.