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New (79)
Improvement (159)
Fix (7)
Ability to add notes on checklist tasks
I know that there is a description field for tasks but it would be great if we could have notes on sub tasks to identify where we are up to or what is holding up that particular subtask.
10
·
under review
21
Add Staff roles at same time as adding client
When setting up a client, that the next step is to add Partner, Manager and Bookkeeper straight away, rather than have to go into Organisation view to action this
4
·
under review
13
Like button in comments
It would be good to be able to like a comment so that if someone tags you, you can simply "like" the comment so that they know you have acknowledged, rather than having to tag them back with, for example, "thanks" or "will do".
1
·
under review
7
Select All at the top of task list
When we have a large list of items to check it would save clicks/time if we were able to 'select all" taks so we can de-select those not yet completed.
1
·
under review
2
Multiple Assigned Users
Sometimes we have tasks that can be done by multiple users - ie, they are all capable but whoever has capacity can do it first. It would be good to have the ability to assign to more than one person. A bit like ApprovalMax workflow where they have "Any 1" approver to approve, but there are multiple approvers who receive it. Does that make sense?!
2
·
under review
29
Notes for multiple clients
Currently, a note can only be assigned to one client. It will be helpful if we can assign that to multiple clients without having to copy the note over and over again.
6
·
under review
9
Timer Rollup on Clock Window
It would be great to have a total hours showing below the Date on the clock dropdown for the timer. A summary of draft and actual.
1
·
under review
15
Ignition Integration
Wondering if there are any thoughts on integrating with Ignition? Would be good to be able to map back a process to a service in Ignition, and in addition to that, map to a client. I have a couple of clients who have multiple entities that are grouped, so I bill the head entity and not each entity individually.
3
·
under review
12
Add Note to a Client Group
It would be good to be able to add a Note to a Group. I have clients who have a group of entities, so often a note will be relevant to all of their entities but we can currently only enter one client at a time.
2
·
under review
4
Merge Tasks
Ability to be able to merge tasks if required
2
·
under review
8
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