Adding Tasks
How to create tasks in a plan.
Still stuck? Email us at help@lyniro.com — we respond within 24 hours.
Vendor task: something your team does — for example "Set up SSO configuration" or "Configure the API integration". The client does not see this task in their inbox.
Client task: something the customer must do — for example "Upload your data export" or "Invite your team members". The client receives an email with a one-click Complete button.
Still stuck? Email us at help@lyniro.com — we respond within 24 hours.
Still stuck? Email us at help@lyniro.com — we respond within 24 hours.
⚠️ Note: Deleted tasks cannot be recovered. The activity log will still show that the task existed.
Still stuck? Email us at help@lyniro.com — we respond within 24 hours.
Sending Tasks to Clients
How the email-first task delivery works.
💡 Tip: You can send tasks one at a time or send multiple tasks at once. Each task sends as a separate email.
Still stuck? Email us at help@lyniro.com — we respond within 24 hours.
No. This is Lyniro's core feature. Your clients never need to log in.
They receive a single email with a button. One click marks the task complete. No login. No password. No account creation. The link contains a secure one-time token that expires after 7 days.
Still stuck? Email us at help@lyniro.com — we respond within 24 hours.
- The task status changes to Completed immediately
- You (the CSM) receive an email notification
- If you have Slack connected, a Slack message is sent to your team channel
- The plan's activity log records the completion with a timestamp
- The plan progress percentage and health score update automatically
Still stuck? Email us at help@lyniro.com — we respond within 24 hours.
- A text box appears asking the client to describe why they are blocked
- The client submits their reason
- The task status changes to Blocked
- You receive a notification email with their reason
- The task appears in the Blocked column on your Dashboard
- If still blocked after 48 hours, your escalation email (if set) is also notified
Still stuck? Email us at help@lyniro.com — we respond within 24 hours.
Task links expire after 7 days. If a client tries to click an expired link, they see an "invalid or expired" message.
To fix: open the plan, find the task, and click Send task email again. A new email is sent with a fresh 7-day link.
Still stuck? Email us at help@lyniro.com — we respond within 24 hours.
Tracking and Managing Tasks
Monitor what is happening across all tasks.
After marking complete, an action bar appears at the bottom of the screen for 6 seconds: "[Task name] marked complete — Notify client? [Send notification] [Dismiss]"
Click Send notification to email the client an update. Click Dismiss to keep it internal. If you ignore it, the bar disappears after 6 seconds and no email is sent.
Still stuck? Email us at help@lyniro.com — we respond within 24 hours.
If a client has not completed a task after 3 days, Lyniro automatically sends them a friendly reminder email using the same one-click link from the original task email.
Reminders stop after 3 attempts. You can:
- Turn off automatic reminders for a specific plan in the plan settings gear icon
- Snooze a task from the Dashboard "Gone Quiet" column (hides it for 3 days without sending an email)
- Manually send a nudge by clicking Send nudge in the "Gone Quiet" column
Still stuck? Email us at help@lyniro.com — we respond within 24 hours.
A task dependency means one task cannot be started until another is complete. For example: "Integrate your data" cannot begin until "Provide API credentials" is done.
Locked tasks are greyed out and the "Send task email" button is hidden. The task automatically unlocks when the parent task is completed.
Still stuck? Email us at help@lyniro.com — we respond within 24 hours.
The total time logged shows on the task card. Time tracking data is summarised in the Analytics page under Time Tracking.
Still stuck? Email us at help@lyniro.com — we respond within 24 hours.
Recurring tasks repeat on a schedule — daily, weekly, every 2 weeks, or monthly. They are configured in Templates when you set up a task.
When a plan is created from a template with recurring tasks, Lyniro creates all future instances automatically — for example, 8 weekly check-in tasks for the next 8 weeks.
Each instance is a separate task card. When one is completed, the next one is already waiting.
Still stuck? Email us at help@lyniro.com — we respond within 24 hours.
The Blocked and Gone Quiet Columns
Using your Dashboard morning briefing.
The Blocked column shows every task across all your plans that a client has reported as blocked. They are sorted by how long they have been blocked — longest first.
Each row shows: customer name, task title, blocked reason, and how many days it has been blocked. Click the customer name to go directly to that plan.
Still stuck? Email us at help@lyniro.com — we respond within 24 hours.
Gone Quiet shows client tasks that were sent more than 3 days ago with no response — the client has not completed the task or reported being blocked.
For each task you have two options:
- Send nudge — sends a reminder email to the client immediately (one click, no confirmation needed)
- Snooze 3 days — hides the task from Gone Quiet for 3 days without sending any email
Still stuck? Email us at help@lyniro.com — we respond within 24 hours.
The task appears in the Gone Quiet column on your Dashboard immediately, even if it is less than 3 days old. This is useful when a client has stopped responding to your calls and emails.
Still stuck? Email us at help@lyniro.com — we respond within 24 hours.
Still need help?
Our team responds within 24 hours on business days. For urgent issues, mark your subject [URGENT].
Email help@lyniro.com