Client Tasks
S
Sarah Brown
Please make client tasks more detailed similar to the practice tasks. Or, a way to add images and links. Basically, they aren't dynamic enough.
Log In
Autopilot
Merged in a post:
Client Tasks
K
Kenneth Tribble
Suggestions for Client Tasks: 1). Client tasks are currently added with the "Add Client Task" tool located at the bottom of the task list. That requires that I scroll to the bottom of a sometimes very long list of active and completed tasks in order to begin adding a task. Why not also insert the tool at the top of the list? 2). The new task is added at the bottom of the list, at the end of all the completed tasks. The client often misses the new task because it is buried in the list. To fix that I must constantly re-arrange the clients tasks so the new and active tasks display first. Why not automatically add the new tasks at the top of the list? Most Client are primarily interested in what needs to be done, not what has been done. 3) I date all my Client Tasks. That shows the Client how delinquent they might be in responding to my requests. It would be great to be able to view and sort client tasks by date, type and priority. Can a sort feature be added? 4). Last but not least, can you add a Client View feature so we may view the Portal as the Client sees it?
Autopilot
Merged in a post:
Client Tasks
R
Rachel Volm
Whoever makes templates ends up being the rep on client tasks, but the person who makes the template isnt always assigned to the project. When a project is created and assigned, the rep should be assigned as well. ty!
Autopilot
Merged in a post:
Client Tasks
R
Rachel Volm
Anyway we can get the representative in the templates of client tasks to be a specific role instead of a specific member on the team? As each template may vary per member during that time.
Autopilot
Merged in a post:
More features to Client Tasks
R
Rosalynn Campbell
Bring the same features from the Team Tasks area to the Client Tasks area. Being able to create subtasks and to duplicate tasks in the Client Tasks section would be so much more intuitive. As someone that is just setting up Financial Cents and that has previous experience with Karbon, it feels strange that the Client Tasks area is so much more "sticky" and difficult to work in than the Team Tasks area.
Amanda Aparicio
Merged in a post:
Client task: provide option to add subtask
Amanda Aparicio
Currently, there's a text area with no option to break up the text paragraph. It would be great to have subtasks for client tasks.
R
Rosalynn Campbell
I am so surprised this isn't an option. Please add this simple feature!
Amanda Aparicio
Merged in a post:
Client Tasks
A
Annie Price
Client Tasks
J
Jenna Yuill
Or tasks that don't need an answer; just yes or no, or A or B. I like the client tasks over a fillable form so they can come back to it, but there's no way for them to indicate "not applicable" instead of typing "no"
J
Jenna Yuill
and formatting! You can't even add a paragraph break
A
Annie Price
The owner would like to request: Auto check off once a document has been uploaded for that task. Customers who don't know to click this off after completing the tasks are complaining to stop sending reminders.
Load More
→