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New (79)
Improvement (159)
Fix (7)
Whats App Integration
1
·
under review
5
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
Sub lists or sub headings in checklists to separate things
Sub lists or sub headings in checklists. Be able to create multiple lists to separate things
2
·
under review
14
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
Integration with Microsoft teams
Hi, I was thinking it would be amazing to have an integration with Microsoft teams. Here is a screenshot of the integration with asana and what it can do for ideas. Thank you.
2
·
under review
14
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
Zapier Integration
Alow Zapier integration for XBert. Need to scope what data points need to be created.
1
·
under review
13
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