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Feature Requests

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Add Dependencies to Checklist Items
1
·

planned

Add Template Library feature for importing predefined task templates
1
·

planned

Email Integration
1
·

planned

Add Billing Functionality
1
·

planned

Share file without login
1
·

in progress

Client Notes - Folder Structure
It would be useful to move client notes into specific folders. Folder examples: Meeting Notes Processes Payroll
1
Task Status Updates
Currently, a task status can only be updated from the task card. It would be helpful to have the ability to update a task status from the task index.
1
·

planned

Email Notifications
Send email notifications when @mentioned in comments and send summary of tasks due/past due etc.
0
Custom Fields
Please add custom fields, that can be populated. For example would like to be able to add a project number reference from another system.
1
Add Inbox to Client Portal
2
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