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

It would be great if the Notes tab in a project had an indicator showing that notes have been saved. Currently, we need to go to the Notes tab to check. I'd rather know just by looking at the indicator.

While editing tasks, the formatting does not stay upon save. Also, the formatting is wonky regarding bullets and numbering - spacing is off. Line spacing and indents to be more like "MS Word" would be helpful.

When screenshots are added to the comments of tasks, I have NEVER been able to successfully open one. There is always an error, and this means important information is lost and workflow delayed trying to track down what is trying to be communicated between staff. Lots of double handling and wasted time. This is a big hindrance, and we would really appreciate if they could become functional.

When I go to add specific links to the RESOURCES section of a project, I would love to see an additional field where it PULLS the resource links already added to the main client page so I can easily add common resource links to projects.  Manually having to add the resource links repeatedly is a PAIN - especially where I am right now in the initial setup of the software and assigning project templates to all my clients!

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 see the Next Task Due date directly in the Workflow dashboard so that it's easier to keep track of when the next item in a project is due