Now you can set up notification settings for client tasks on templates! This will save your firm time on setting up the client tasks for all your clients because you will no longer have to go into every project and manually activate each client request after it is created from the template.
This will happen automatically if you set up your client request settings! Learn how to use this new feature in the video below!
Now you can set up notification settings for client tasks on templates! This will save your firm time on setting up the client tasks for all your clients because you will no longer have to go into every project and manually activate each client request after it is created from the template.
This will happen automatically if you set up your client request settings! Learn how to use this new feature in the video below!
Now when you create a project, it will automatically link to the client's profile and documents so your team can access the information even faster.
We now display the number of tasks completed vs instead of % complete to give you more visiblity
Now you can assign roles/placeholders to tasks on templates to make it easier to create work and assign the right team members at scale.
This is great for when you have different team members responsible for tasks depending on the clients that the work is for.
Now you can assign roles/placeholders to tasks on templates to make it easier to create work and assign the right team members at scale.
This is great for when you have different team members responsible for tasks depending on the clients that the work is for.
Now you can hyperlink the text in subtasks and tasks to internal and external resources!
Now you can hyperlink the text in subtasks and tasks to internal and external resources!
