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Client Management

Anonymous

Tasks - Auto-Generated onboarding Tasks when a new campaign is created
The request is to automate the creation of specific tasks for the team when launching a new campaign, streamlining the process
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Tasks - Bulk Upload Tasks
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Tasks - Ability to Share Tasks with Clients
Create shareable task links to send to clients, restricting access to other tasks assigned to staff users
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Tasks - Add Subtasks
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Tasks - Add Task Templates
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Tasks - Ability to rearrange/reorder tasks
Ability to rearrange and reorder tasks in a task list.
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Tasks - Add Additional Status
i.e. In Progress, Waiting, Delayed, etc. Ability to customize Status
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Tasks - Ability to send notifications/alerts via emails to Clients
Have the ability to send notification emails regarding Tasks to Clients
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Tasks - Ability to transfer/copy/clone tasks from one campaign to another
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Tasks - Ability to Add Tasks to Integration Dashboards
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