Feedback

Whenever a file is uploaded to a Client Task, show that same file on the Project Files tab of the Project so that it's easy to locate uploaded documents.

Would like a notes section on project tab

On the Workflow > Task view, add additional information like: Accounting Period of the project Tags on the project The "Completed" date as a separate column so that it can be sorted Allow for custom selection on Due Date so that users can choose what specific dates they're interested in

In a project, can you add an indicator of how many files are in the files tab to the File tab name? For example, if there are two files in the tab, the header would read Files (2).

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.

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)