Client task management
& client portal for developers
Client requests in. Approved work out.
TaskOH is client task management software for freelance
developers and small software teams. Turn client requests into
clear tasks, agree estimates and get delivery sign-off in one
client portal, priced per workspace, not per user.
Client task management features
Less chasing. More clarity at every handoff.
Scope creep, change requests & client approvals
Make “just one more thing” a clear agreement.
Stop scope creep without the awkward emails. Log every change
request as in scope or extra work, record planned hours and fees,
and send an estimate your client approves before you start.
Get the change request template.
Estimate approval and delivery approval are separate. You can
see what was agreed, what was delivered, and who signed off.
Read the client approval workflow.
See the same work in a Kanban board or a focused task list. Six
clear statuses take you from Inbox to Done.
The conversation stays with the task.
Keep feedback, attachments, subtasks and decisions beside the
work they belong to.
Know what needs attention.
Find tasks waiting on a reply, a decision or a deadline across
your projects.
Bring your AI assistant over MCP.
Connect Claude Code, Claude Desktop or Cursor through the TaskOH
MCP server, or ChatGPT through the REST API, to search tasks,
update work and add comments with your existing permissions. It
doesn’t use hosted AI credits.
Prices in USD, billed monthly. All signups start on Free; upgrade
in the app’s Billing settings. AI credits are shared per workspace
and reset each calendar month (UTC).
How credits work.
Client guests and teammates count toward the same project member
limit. Solo’s 3-member allowance can include teammates or clients.
Client portal and
approval workflows are included in Solo, Pro and Business.
Client task management FAQ
Before you bring work over.
The details behind your next project.
What is TaskOH?
TaskOH is client task management software for freelance
developers, small software teams and digital agencies. It brings
requests, task conversations, scope, estimates and delivery
approvals into one workspace, with a separate portal for
clients.
What can I do on the Free plan?
Create up to 2 projects with 3 members per project, use board
and list views, and keep task conversations, subtasks and
attachments together. Free includes 5 AI credits per month for
Word brief drafts, 100 MB storage, 5 MB per file and 7 days of
activity history. Client portal and approvals start with Solo.
Pasted-email import requires Pro or Business.
Does TaskOH charge per user?
No. TaskOH is priced per workspace, not per user, billed monthly
in USD: Free $0, Solo $1.99, Pro
$3.99 and Business $9.99. Solo includes every Free allowance:
2 projects, 3 members per project with the usual roles, 100 MB
storage, 5 MB files, 5 monthly AI credits for Word drafts and
7-day activity history, plus client portal and approvals. Pro supports 10
projects with 10 members per project. Business allows unlimited
projects and members. Client guests count toward each project’s
member limit. Storage and AI allowances differ by plan.
Do clients need a password?
Clients can sign in using an email sign-in link, or use a
password if they prefer. Invited clients see only the projects
and tasks shared with them. In their portal, they can submit
requests, comment and respond to estimates and delivery
approvals. Client access is included in Solo, Pro and Business.
How does AI task extraction work?
Upload a Word (.docx) brief or meeting notes. TaskOH drafts
tasks from the document, including embedded screenshots; you
review, edit or remove the drafts before adding them to your
project. On Pro and Business, you can also paste an email or
notes to create tasks directly in Inbox.
What are AI credits?
AI credits cover TaskOH’s hosted Word and pasted-email imports.
Free and Solo each include 5 per month, Pro 25 and Business 100.
Word imports are available on every plan; pasted-email imports
require Pro or Business. Each import uses 1 credit per
started 10,000 text characters (minimum 1), plus 2 credits per
embedded image. A short brief with 2 screenshots uses 5 credits.
Credits are shared by the project’s workspace and reset each
calendar month (UTC); unused credits do not roll over.
MCP tools and the documented REST endpoints don’t use these
hosted AI credits; the hosted Word and pasted-email imports do,
however they are called.
How does TaskOH handle scope creep and change requests?
Mark every request as in scope or out of scope and record
planned hours and fees. For extra work, send an estimate the
client approves before you start, then request a separate
approval when the work is delivered. Both decisions stay in the
task history. Approvals are included in Solo, Pro and Business.
Free change request template.
Is TaskOH an alternative to Trello, Basecamp or Jira for client work?
Yes, for client-facing work. TaskOH gives you a Kanban board and
list with six fixed statuses, a client portal where clients
submit requests and approve estimates and deliveries (Solo and
up), and scope tracking per task. It has no sprints, Gantt
charts or time tracking, so teams that need those can keep that
tool for internal planning.
TaskOH vs sharing a Trello board.
Does TaskOH work with Claude, ChatGPT or AI agents?
Yes. TaskOH has a hosted MCP server at
https://api.taskoh.app/mcp and a REST API with an OpenAPI
schema. Claude Code, Claude Desktop and Cursor connect through
MCP, and ChatGPT through a Custom GPT and the REST API, using a
personal access token. One-click OAuth connectors for claude.ai
and ChatGPT apps are not available yet.
Set up the TaskOH MCP server.
Does TaskOH track time or send invoices?
No. TaskOH records planned hours, fees and the client’s
approval on each task, and a monthly billable-hours report
totals completed billable work per client and project with a
CSV export for your invoicing tool. It doesn’t run timers,
create invoices or collect payments.
Who is TaskOH for?
Freelance developers, small software teams and web or digital
agencies that need client requests, scope and sign-off in one
place, without per-seat pricing. It is not built for enterprise
portfolio management. About TaskOH.
Do I need a credit card to get started?
No. Registration creates a Free workspace without a credit card.
When you need the client portal, approvals or higher limits,
choose Solo, Pro or Business from Billing in the app. There is
no automatic paid upgrade.
Your next project, a little clearer
Give your next client request a proper home.
Create a free workspace and put your first project in motion.
Looks good. Let’s go ahead with this.