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posts
Add AI Assistant
1
·
planned
2
Add Folder Templates
1
·
planned
2
Add filters for custom fields on Clients
0
1
Add option to Export All Data
1
·
planned
1
Add Dependencies to Checklist Items
1
·
planned
1
Add Template Library feature for importing predefined task templates
1
·
planned
1
Email Integration
1
·
planned
1
Add Billing Functionality
1
·
planned
1
Share file without login
1
·
in progress
1
Client Notes - Folder Structure
It would be useful to move client notes into specific folders. Folder examples: Meeting Notes Processes Payroll
1
1
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