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Agency Markup (11)
Tasks (38)
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Tasks - Task List Template
Ability to create templates (eg. Month 1 Task List, Ongoing Monthly Tasks List, etc.), rather than adding tasks one by one
0
1
Tasks - Add Task Templates
0
4
Tasks - Option to add completed tasks at a later date
Ability to add tasks that were completed on a previous date/month that were not previously added to Tasks
0
4
Tasks - Export Tasks
0
9
Tasks - Ability to Share Tasks with Clients
Create shareable task links to send to clients, restricting access to other tasks assigned to staff users
0
5
Tasks - Allow for individual tasks widgets
Request to allow for the creation of individual tasks widgets to reports and dashboards.
0
2
Tasks - Bulk delete
Be able to delete multiple tasks at once.
0
1
Notifications - Ability to have Task Email Reminders
Task Email reminders for when users are assigned to a Task, or as a reminder a Task is due
0
2
Tasks - Ability to rearrange/reorder tasks
Ability to rearrange and reorder tasks in a task list.
0
5
Tasks - Include Description data when adding Incomplete/Completed tasks to report
Currently, when adding a Complete/Incomplete section to a report, it only includes the title of the task and the assignee. Option to also include the Description (or any other data).
0
1
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