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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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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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Ophelia Marie

Love this!


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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