General

  1. Task management / checklist

    This solution is great for workflows & larger jobs. however, I think it would benefit from a very simple task management offering too. For example, I do a lot of work for clients that won't fall under a standard job that i do very often. And i find that adding it as a job is a bit cumbersome and clutters up the jobs list (which isn't good). So, I think a task manager would be great (as a separate tab maybe)

    Example of tasks that I would typically record:
    - send expenses template to x
    - review investor presentation for…

    16 votes
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  2. More info displayed in client list

    In the client tab it would be great to be able to see more information here (jobs in progress, jobs late, contact details etc). It would also be great to be able to print client list. It would allow for more visibility and ensure client information gaps are identified.

    3 votes
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  3. 0 votes
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