Client Tasks
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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.
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Autopilot
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Client Tasks
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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
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More features to Client Tasks
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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.
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Rosalynn Campbell
I am so surprised this isn't an option. Please add this simple feature!
Amanda Aparicio
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Client Tasks
A
Annie Price
Client Tasks
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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"
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Jenna Yuill
and formatting! You can't even add a paragraph break
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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.