Print or Export Client Tasks
Amanda Aparicio
The ability to print or export client tasks - system currently only allow internal tasks
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R
Ronnice Terry
We would like the ability to print client tasks to a pdf or export them in a way that looks like a nice list of items with checkboxes. We have a document list for each client and like to have an electronic as well as a paper copy of it.
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LeAnn Duncan
Moving this back to the top. This should be a mandatory feature to be able to print a task to paper or pdf. We still have physcial work that gets dropped off that needs to be labeled with client/date/task and assignment that goes in workboxes to pickup.
Autopilot
Merged in a post:
Include Client Tasks in Export CSV
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Debra J Feltham
Need to include client tasks if exporting template to CSV as this is VITAL to see in the workflow as we review our templates/workflows
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Andrew Terry
We would love the option to print/export client tasks with their responses and a list of files uploaded for our workpaper files.
Autopilot
Merged in a post:
Print Feature
C
Candice Johnson
It would be very helpful if there was an option to print all client tasks (team tasks, etc). Having to drop down all and screenshot to work currently. Not efficient. Also an option to download all documents inside the task list would save time.
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Jenna Yuill
Critical. We use a client section to ask our tax questions (i don't want to use a fillable form, i want people to be able to come back to the questions later) but we can't save the results for archive purposes.