Features

It would be good to be able to add a subtask to a task that has been created from a template. This would be handy if a one off task comes up for that fortnight/week.

Extending the ability to set a bunch of meta-data against clients. This metadata can be structured exactly as required and standardised amongst clients. Metadata can be used in a variety of ways, including being tokenised in tasks/templates

New field to store client name - currently uses the connected accounting file name which may not be the same as the client name that the business uses. A field to store the client name would be useful

Build an Outlook extension to manage emails in Outlook directly with XBert and provide easy ways to get XBert information while working in Outlook

"at times you may throw in a task quickly to get the ball rolling but then want to convert it to a recurring task. Being able to upgrade an adhoc task to a template would be invaluable"