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Settings and activity

9 results found

  1. Projects - To do list / check list

    5 votes

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    submitted  ·  0 comments  ·  Projects & tracking » Projects  ·  Admin →
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    Rachel Oakley shared this idea  · 

  2. Projects - Task list templates

    37 votes

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    submitted  ·  4 comments  ·  Projects & tracking » Projects  ·  Admin →
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    Rachel Oakley supported this idea  · 

  3. Projects | Task - Dropdown list

    7 votes

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    submitted  ·  1 comment  ·  Projects & tracking » Projects  ·  Admin →
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    Rachel Oakley supported this idea  · 

  4. Project: Task list - Ability to change the order in the list.

    84 votes

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    submitted  ·  46 comments  ·  Projects & tracking » Projects  ·  Admin →
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    Rachel Oakley supported this idea  · 

  5. Projects - Ability to attach Files to a Project

    180 votes

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    43 comments  ·  Projects & tracking » Projects  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate wanting the ability to assign files to the project itself. While this isn't something we have planned right now we'll keep tracking the interest through the idea here. 

    To highlight, though not currently available on the Project directly, it's possible to attach files to the individual transactions within a project e.g a Bill, Invoice, Spend money or Expense. i

    Along with this, you may also find it useful to create folders within your Files library where you can collect all files related to a specific project for ease of reference. 

    Understand this isn't the ideal solution, but may help some for now 🙂

    Rachel Oakley supported this idea  · 

  6. Purchase orders - Ability to assign lines to a Project

    593 votes

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    230 comments  ·  Purchase orders, bills & inventory » Purchase orders  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate everyone's engagement here. To confirm we have intentions of developing the purchase order experience, however developing Projects into this does have some complexities and requires work across both purchase orders and projects to deliver.

    Right now our initial focus is releasing the new purchase order experience to all users.

    While we don't have a timeframe for assigning PO's to Projects at this stage, this is top of our product teams radar and we'll communicate here as soon as there's an update.

    Rachel Oakley supported this idea  · 

  7. Xero Projects - Create project from accepted quote

    131 votes

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    31 comments  ·  Projects & tracking » Projects  ·  Admin →
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    Rachel Oakley supported this idea  · 

  8. Xero Projects - Add separate field for Project Number

    105 votes

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    submitted  ·  27 comments  ·  Projects & tracking » Projects  ·  Admin →
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    Rachel Oakley supported this idea  · 

  9. Projects - Notes or Description field in Projects

    120 votes

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    38 comments  ·  Projects & tracking » Projects  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, while our team considered solutions in this space with other pieces of work planned there is no current development planned for adding a notes or description field within Projects at this time. 

    For now, as you may be aware you can add notes to the History and notes of the individual transactions within a project, or alternatively on the Contacts record. 

    We're continuing to watch this space and will share if there is any progress. 

    Rachel Oakley supported this idea  ·