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Billing (171)
Client Portal (42)
Client Dashboard (65)
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Project Templates (19)
Client Tasks (42)
Automation (19)
Filter by Client Groups on Task Dashboard
The "Tasks" dashboard shows all tasks that need to be completed by a firm. This can become overwhelming, so allowing for filtering by Client Group introduces some additional focus to this dashboard.
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3
Choose if a Client Task Attachment Recurs or Not
Allow users to pick whether an attachment should recur with a project. By default, do not include attachments in recurring projects (unless the attachment is added to the project template)
2
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complete
1
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