Settings and activity
1 result found
-
278 votes
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.
Laura Nugent
supported this idea
·
An error occurred while saving the comment
This would be great! I was imagining a To-Do list of sorts so that we can leave notes/reminders/tasks for ourselves and other users to see when they login. Even better if individual tasks can have an option to assign to a particular user and an option to mark complete. We are starting to train one of our staff members to complete quotes and invoices so this would be a really convenient platform to use instead of sharing a google doc back and forth.