You can set up recurring tasks for your clients. This means the task will be created on a recurring schedule. Your Client can log in to XBert to action these.
Go to the Automation board and Create a Template or Select an existing one.
Add a Schedule to your Template.
When selecting a Role on the Schedule, select Client Contact.
Select the client and the recurring details for the Schedule then save.
This will create ongoing recurring tasks assigned to your Client user, they will receive an email notifying them to log in to XBert and action these items.