Categories
- Categories
- All
- New feature
- Improvement
- Fix
- Maintenance
- Announcement
- Coming soon
New Client Tasks UI
We updated the design to client tasks to make it easier for users to understand the types of requests they can create with this feature and how they can customize the functionality.
For users that prefer the old design flow, they can easily revert back to it by clicking "Disable wizard mode" in the bottom right hand corner of the wizard.
Auto create a project when a task is completed
Now, you can automatically trigger a new project to be created when someone on your team completes a task in another project!
This makes it easy to trigger new projects to be created as specific steps are completed in your process!
For example, you can us this to trigger a monthly bookkeeping project to be automatically created for a client once you finish the onboarding process for that client.
You can learn more about this new feature here.
Hide dependent tasks from the task view
This will declutter the task view. Making it easier to use
Hide dependent tasks from the task view
This will declutter the task view. Making it easier to use
Ability to display 25/50/or 100 projects on the workflow dashboard
Ideas:
Freezing the top row of the workflow dashboard as you scroll down
Ability to display 25/50/or 100 projects on the workflow dashboard
Tag filter on the task view
Now, you can easily filter the task view by tags. This will show all the tasks with a project in the tag/status that you select.
