Guides
Guides for client work: requests, approvals, change requests and AI assistants
Practical guides for freelance developers and small software teams: how to take in client requests, agree estimates, handle change requests, get deliveries signed off and connect AI assistants to your tasks. Each guide works without TaskOH; the TaskOH steps come at the end.
Client workflow guides and templates
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How to manage client requests: a 5-step workflow and free
template
Collect, clarify, scope, plan and review requests, with copyable request and bug-report templates.
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Client approval workflow: estimate approval and delivery
sign-off
Get two separate decisions: approve the estimate before work starts, then sign off the delivered result.
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Change request form and out-of-scope email templates
Software and website change request forms, plus five email replies that turn “one more thing” into an estimate.
AI assistants, MCP and API
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TaskOH MCP server and API
Connect Claude Code, Claude Desktop, Cursor, VS Code or a ChatGPT Custom GPT to your client tasks with a personal access token.
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MCP & REST API reference for AI agents
Tools, REST operations, permissions and limits, written for agents and developers.
How TaskOH handles it
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Client portal for freelancers
What clients can see and do, what stays internal, and how a portal compares with guest seats and all-in-one client suites.
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Convert a Word document to tasks
How the .docx import and the pasted-email import work, with AI credit examples and limits.
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Trello client portal: sharing a board with a client
What a shared Trello board exposes, what guests cost, and how to move client-facing work.
Who builds TaskOH and how data is handled: about TaskOH.