# Find a client's tasks and tickets

> Open the Tasks and Tickets views on a client record, understand what appears there, and continue work in the main task or ticket area.

URL: https://www.agencytitan.com/help/clients/client-linked-work/

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](https://app.agencytitan.com/clients)).
- Confirm the task or ticket is linked to that client if you expect it to appear.

## Open a client's tasks

1. Open the client record.
2. Select **Tasks** ([/clients/:id/tasks](https://app.agencytitan.com/clients/:id/tasks)).
3. Use the dashboard for a summary, or choose **Active**, **Past due**, or **All** in the right sidebar.
4. 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](/docs/screenshots/clients-core-v2/client-linked-tasks.png)

For the full task guide, see [Find tasks](/help/tasks/find-tasks/) and [Work a task](/help/tasks/work-a-task/).

## Open a client's tickets

1. Open the client record.
2. Select **Tickets** ([/clients/:id/tickets](https://app.agencytitan.com/clients/:id/tickets)).
3. Select a ticket to open its conversation when tickets are present.
4. 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](/docs/screenshots/clients-core-v2/client-linked-tickets.png)

See [Find and work tickets](/help/tickets/find-and-work-tickets/) to use the main inbox. See [Assign and update a ticket](/help/tickets/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](/help/clients/client-programs/).

## 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 |

## Related articles

- [Clients overview](https://www.agencytitan.com/help/clients/overview/): Understand the Clients list, client record anatomy, Client Profile templates, Info Sheets, notes, programs, tasks, and tickets.
- [Add a program to a client](https://www.agencytitan.com/help/clients/client-programs/): Subscribe a client to a published program and review the visible billing, date, task pick-up, one-time task, and backfill choices before saving.
- [Find tasks](https://www.agencytitan.com/help/tasks/find-tasks/): Use Tasks queues, process views, search, stage and assignee filters, tables, and boards to find work.
- [Find and work tickets](https://www.agencytitan.com/help/tickets/find-and-work-tickets/): Use inboxes, quick filters, statuses, departments, client filters, and search to find and open tickets in the Tickets inbox.
- [Assign and update a ticket](https://www.agencytitan.com/help/tickets/assign-and-update-a-ticket/): Change ticket status, priority, assignees, client, department, tags, privacy, and inbox from the ticket view.