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329
To-do list for clients
- In progress
- Subscribe
|
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
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.
Moysie
Great idea, especially when you need documents to be uploaded and you need to remind them
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!
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