We've made a couple of improvements this past week:
- Retainers!
- Task reference link in Team Chats
- Copy button on Client Vaults
- Additions to Taskview
Retainers
Our retainers feature is now out of beta and is live to all accounts! With retainers, you can:
- Set a Service Item as a "Retainer"
- Add those Retainer Service Items to an invoice to either collect the retainer or bill against the retainer (using a negative line item)
- Check to see how much credit is left in the retainer via the Client Details > Billingpage
Task Reference Link in Team Chats
If a team member comments directly on a task, you can now click on the task name to open up its details directly from the Team Chat page:
This makes it easier to get extra details on a comment directly from within the team chat!
Copy Button on Client Vault
We've implemented a "copy" button on the
Client Vault
to make it easier to grab the information you need with a single click:
No more having to click to highlight and then copy the text!
Additions to
Task
ViewOn the
Workflow > Tasks
view, we've added:- An additional filter for Client Groups
- A column for Actual/Budgeted
That way, you can better fine-tune the tasks that appear on this page.