Core UX

Have the ability to send notification emails regarding Tasks to Clients

Create shareable task links to send to clients, restricting access to other tasks assigned to staff users

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.

The request is to automate the creation of specific tasks for the team when launching a new campaign, streamlining the process

Ability to show Time Tracking per User, per Client, for the whole account, etc.

Ability to create templates (eg. Month 1 Task List, Ongoing Monthly Tasks List, etc.), rather than adding tasks one by one

Use case: When generating a task from a specific widget, it would be helpful if that widget data followed into the task, as an indicator of which widget the task was created from. To where i "create a task" for this specific metric and say something like "review this and make sure tracking is working properly etc." and it would show which "this" i was talking about. This would be different from the goals feature.

Currently we organize by date completed > however we should be able to change this so "to-do" tasks are visible no matter the date range

Ability to add tasks that were completed on a previous date/month that were not previously added to Tasks