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Add Time Report
1
·
in progress
1
Add Template Library feature for importing predefined task templates
1
·
planned
1
Add country-specific Year End dropdown to Clients
1
·
planned
1
Email Integration
1
·
planned
1
Add Bulk Actions to Files
1
·
in progress
1
Add Billing Functionality
1
·
planned
1
Share file without login
1
·
in progress
1
Add notification option when sharing files or folders
When a user shares files or folders with Contacts, add an option to send an email notification to the Contact(s) to let them know that items have been shared with them.
1
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planned
1
Client Notes - Folder Structure
It would be useful to move client notes into specific folders. Folder examples: Meeting Notes Processes Payroll
1
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
1
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