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397
To-do list for clients
- Live
|
K |
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?
Activity Newest / Oldest
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
Mike
Status changed to: Live
Mike
Merged with: Onboarding Task Checklist For New Clients
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.
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
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
David
Mike, where does this stand? I could really use check lists as well.
T.L.
Absolutely a Must! Huge Timesaving Feature! PLEASE... ;)
Moysie
Great idea, especially when you need documents to be uploaded and you need to remind them
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 :)
Bernadette
YES, please. This is needed
Richard Speciale
This is very useful
Kc Fan
a way for them to add notes would be nice
Mike
Status changed to: In progress
Katz Green
YES!
Maggie Xu
need this
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.
Speed Equity®
PERFECT.
JeremyGWoodsFVM
Yes, that would be nice. Like an ETA based on their current progress. I like that!
Lloyd Harris
100%
Ophelia Marie
Love this!
Lauren R
Game changer!
Dov Krausz
Is there an update on the release of this, please?
Jonny Fullam
This would be great! Very much needed for our business.
Anne.Wagner
This would be a huge benefit for tax planning for our clients.
Anton Hogervorst
Would be nice
Jaime Thompson
This would be a HUGE benefit for my accounting and tax clients!!
Mike
Status changed to: Planned