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To-do list for clients

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Kanpong Thaweesuk

To help clients understand and keep tracks of tasks they need to complete at each step of the processes. Can we have suitedash help to add checklists or to-do lists to be assigned for clients during the flow?

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Activity Newest / Oldest

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Hector Castaneda

Hi guys, can we add a copy feature to the checklists please? It's cumbersome to have to start from scratch from every checklist when these checklists sometimes deviate slightly. Please and thank you


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Mike

Status changed to: Live

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Mike

Merged with: Onboarding Task Checklist For New Clients

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Matthew Reckner

A Module that we can put clients through to complete tasks in a timeline flow that they can just check boxes when they are complete along with attaching a file to each task.


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Justin Moy

This would be ideal for us. We request specific documents for a mortgage application and we need some form of checklist to ensure the documents we need are submitted. A different list for each type of mortgage application


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deborah Okane

YES and tied to a graph that shows percent complete - also make it so it can be one complete list or different phases


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David

Mike, where does this stand? I could really use check lists as well.


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T.L.

Absolutely a Must! Huge Timesaving Feature! PLEASE... ;)


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Moysie

Great idea, especially when you need documents to be uploaded and you need to remind them


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Nikol' Moira

That would be dope! Currently using a Project for this but that's really convoluted for a simple Get Started Onboarding checklist.

I'd like to have the ability to add a button (so they can go directly to what I'm asking them to do) and maybe an image/icon for beautiful UI purposes :)


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Bernadette

YES, please. This is needed


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Richard Speciale

This is very useful


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Kc Fan

a way for them to add notes would be nice


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Mike

Status changed to: In progress

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Katz Green

YES!


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Maggie Xu

need this


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Chris Hervochon, CPA, CVA

This is definitely needed for our business. It would also be helpful to layer a Gantt chart on top of this so clients can see how their delay will delay their whole project.


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Speed Equity®

PERFECT.


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JeremyGWoodsFVM

Yes, that would be nice. Like an ETA based on their current progress. I like that!


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Lloyd Harris

100%


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Ophelia Marie

Love this!


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Lauren R

Game changer!


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Dov Krausz

Is there an update on the release of this, please?


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Jonny Fullam

This would be great! Very much needed for our business.


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Anne.Wagner

This would be a huge benefit for tax planning for our clients.


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Anton Hogervorst

Would be nice


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Jaime Thompson

This would be a HUGE benefit for my accounting and tax clients!!


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Mike

Status changed to: Planned