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  1. 267 votes

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    Hi team, as you may have seen from our Designer Jen's message this idea is in discovery with the team now doing some testing on early concepts.

    We'd love to have your input as part of this and if you'd like to take part we invite you to fill in this quick survey. 📝

    While we may not be able to invite everyone into these sessions our team will be in touch over the next few weeks.

    I'll be sure to share any further updates on tyhis with you all here. Thanks!

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    Stuart Lovell commented  · 

    Great idea. When working on clients accounts I have to have a separate to do list open on my laptop. It would be useful to be able to manually add tasks that need doing for a specific client. Particularly when trying to keep up to date with all the AML legislation etc