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Core UX
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Account Settings (2)
Linked Accounts (5)
Referral Program (1)
Client Messaging (3)
Client Management (45)
Mobile (9)
Data Management (34)
Account Management (20)
Integration Management (12)
User Management (107)
Activity (28)
Agency Markup (11)
Tasks (40)
Alerts (33)
UI (63)
Tasks - Ability to send notifications/alerts via emails to Clients
Have the ability to send notification emails regarding Tasks to Clients
0
1
Tasks - Ability to Share Tasks with Clients
Create shareable task links to send to clients, restricting access to other tasks assigned to staff users
0
6
Report or Summary for Tasks
Ability to summarize time spend within various timeframes and filter clients as needed (e.g. ability to see how much time was spent on a client in a given month in order to compare against MRR received). Also the ability to see a report of all tasks completed in a given window of time to see which clients are taking up the most time.
0
1
Tasks - Auto-Generated onboarding Tasks when a new campaign is created
The request is to automate the creation of specific tasks for the team when launching a new campaign, streamlining the process
0
25
Tasks - Task List Template
Ability to create templates (eg. Month 1 Task List, Ongoing Monthly Tasks List, etc.), rather than adding tasks one by one
0
1
Tasks - Add Task Templates
0
4
Tasks - Option to add completed tasks at a later date
Ability to add tasks that were completed on a previous date/month that were not previously added to Tasks
0
4
Tasks - Allow for individual tasks widgets
Request to allow for the creation of individual tasks widgets to reports and dashboards.
0
2
Tasks - Bulk delete
Be able to delete multiple tasks at once.
0
1
Notifications - Ability to have Task Email Reminders
Task Email reminders for when users are assigned to a Task, or as a reminder a Task is due
0
2
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