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Thanks for your idea, Michelle. Great to hear how a checklist could improve your experience when working in client orgs. We'll start gaining interest from your idea her7e and I'll share if there are any plans made.
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This I have also been asked about. The ability to be able to add other tasks that are for things to do even outside the features of Xero would be great. Like following up on an employee for information. That way clients aren't pushed back into their emails or other programs.