And with my previous post, it is also important that I can select client email for notifications on the task. It could be the CRM contact or a different email. I am not sure if it is possible to share an individual task publicly- and hide some details of it.

When I started using this, i realized - it is important to have Sub task list - as templates.

This can also expand into Board level - EG. Each client is a board and boards have a public shared view to it.