Feedback

Currently, you have to make a change to the most recent recurrence if you want the change to flow forward to future recurrences. This update would ask if you want to apply a change made to a past recurrence to the future recurrences that already exist.

It would be great if you could lock templates or have a user permission that restricts who can edit templates. It's so easy to edit them permanently and too many hands can create issues!

We use the same wording frequently for client tasks and it would be helpful to be able to use a template task library so we can ask about the same thing the same way ever time. It would also help to be able to import a section when we learn, for instance, that a client has employment expenses, we could pull in the client section and the team section for that workflow to the tax return without it needing to be a separate project

Would like to make an update to the Template tasks or projects and have it prompt me to update all existing projects using this template. Otherwise any changes have to be made individually across all clients, which is time consuming and prone to human error.

The ability to group Templates together for simplicity into groups.  Allows different divisions within the company to find their templates easily to ensure the correct templates are being used for processes.

Inside the Client Tasks in templates: - Allow us to set the due date in advance per client task like we do for management notifications and our own lists.

Would it be possible to classify templates into categories so that the list of templates is more manageable.  I know there is a search feature but sometimes we might not have the exact name to search.  It would also be nice to know to have count of how many times the template was used. This information would be useful in many ways.

I'd like to have the option to create a project out of multiple templates.We create templates for different sections of projects, so it would be ideal to be able to combine a series of templates into one project without having to manually enter each task.

Would love to be able to have sections when creating templates.  Currently every time I create a new template it either gets put in alphabetical order, or gets put at the bottom of the list of templates.  I would like to be able to make a heading ex. Personal Tax and under that have all the templates related to Personal Tax.  When there's a long list of templates it's easier to find the one you're looking for if you can go to the section and then find the one you need.

For example, we have different templates for our tax clients depending on how we get the information and how it will go back to the client "“ pickup, mail, upload.  It would be nice if we could have a way to make folders of something for the different types of templates. (Like a tree or something that can condense and just open sections: Example<ul><li>Tax<ol><li>1040<ul><li>Temp 1</li><li>Temp 2</li></ul></li><li>1120s<ul><li>Temp 1</li><li>Temp 2</li></ul></li></ol></li><li>Bookkeeping<ol><li>Folder 1<ul><li>Temp 1</li><li>Temp 2</li></ul></li><li>Folder 2</li></ol></li></ul>