Find a client's tasks and tickets

Editorial illustration of a client card linked to task and ticket cards.

Open Tasks or Tickets from a client record to work in that client’s context. These views show records linked to the current client; they do not create a second copy of the task or ticket.

Who this is for

Agency team members who deliver client work or handle client requests. You need access to the client plus the corresponding task or ticket permission.

Before you begin

Open the correct client from Clients ( /clients (opens in new tab) ).
Confirm the task or ticket is linked to that client if you expect it to appear.

Open a client’s tasks

Open the client record.
Select Tasks ( /clients/:id/tasks (opens in new tab) ).
Use the dashboard for a summary, or choose Active, Past due, or All in the right sidebar.
Select a task type in the sidebar to narrow the list further.

The client Tasks view includes volume and status summaries, recent work and comments, and task-type navigation. Select New Task when you have permission to create work for this client.

Client Tasks dashboard with volume trend, summary, past due, recently worked, status distribution, and Active, Past due, and All navigation — View full size

For the full task guide, see Find tasks and Work a task.

Open a client’s tickets

Open the client record.
Select Tickets ( /clients/:id/tickets (opens in new tab) ).
Select a ticket to open its conversation when tickets are present.
Select Create Ticket to start a request already linked to this client.

The empty state says Tickets linked to this client will appear here. The page also exposes Client Overrides when your permissions and ticket setup make those controls available.

Client Tickets view with Tickets selected and a linked ticket listed by subject, status, priority, and assignee — View full size

See Find and work tickets to use the main inbox. See Assign and update a ticket to link or change a ticket’s client from the ticket details panel.

How client links behave

A client-linked task appears in this client’s Tasks view and in the main Tasks area according to your filters and permissions.
A client-linked ticket appears in this client’s Tickets view and in the main Tickets inbox according to inbox access and filters.
Changing the client on a ticket moves that ticket’s client context; it does not duplicate the ticket.
Program schedules can create tasks for an enrolled client. See Add a program to a client.

Expected result

The client Tasks view shows only work associated with the current client.
The client Tickets view shows only tickets linked to the current client.
Opening a record continues into the same task or ticket your team uses elsewhere in AgencyTitan.

Troubleshooting

Symptom	Likely cause	What to do
Tasks or Tickets is missing	You lack the corresponding view permission	Ask a workspace owner to review your task or ticket permissions
Expected task is missing	It is linked to another client or excluded by the selected task view	Choose All, clear narrower choices, and verify the client link
Expected ticket is missing	It is not linked to this client or your inbox access excludes it	Check the ticket’s Client field and inbox access
Empty state appears	No linked records match this client and view	Create or link a record, or choose a broader view
A ticket moved out of this client view	Its Client field changed	Open the ticket from the main inbox and review its details