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 Y
- Prepare letter to bank confirming tax affairs in order
- etc etc
It is really just a checklist. I currently use google tasks. I used to use a more sophisticated task manager that could handle my tax deadlines etc but I have moved away from that now thanks to CentreCRM
This is definitely on our own “to-do” list!
Callum Tingle commented
May i suggest looking to make a similar thing to MyWorkPapers (https://connect.myworkpapers.com/templates/6/_industrytasks).
Very user friendly and would mean i can switch all my practice management needs to CRM.
Any development on this one guys? Seems it's been planned for a while now.
Do you have an ETA for a delivery for this?