Client task without Project
Amanda Aparicio
Should be able to assign a client a task without having a project in place. IE requesting a document from a client or a password.
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Benzion Rosenfeld
Amanda Aparicio, is this on the roadmap?
I face this missing feature as a daily challenge.
Amanda Aparicio
Benzion Rosenfeld: not currently, no. You can see what we're currently working on via the main landing page here!
That said, curious what the use case is here? What are the types of one-off tasks that you'd like to assign clients that should not be associated to a project?
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Benzion Rosenfeld
Amanda Aparicio, I work in bookkeeping and have both client tasks and team tasks that need to be completed as one-off assignments.
Currently, I have a client requesting a report. Additionally, a bank account has been disconnected from QuickBooks and needs to be synced again.
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Dustin Pruett
It shouldn't even need to be about requesting something, sometimes the client needs something done and being able to create an action item as a one off task would be beneficial.
Amanda Aparicio
Merged in a post:
Add tasks as its own thing
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Shaya Koenigsberg
Please make it that I can create a task for a client without having to open a project.
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Shaya Koenigsberg
Can you please create this with a seperate tab for projects and tasks for the client?
It doesnt make any sense that when i want to create a task I have to open a project.
I feel like most firms want this.