Feature Requests

I would love while i'm in a clients close to toggle a filter to have it hide any tasks that are complete. That way, my client with 57 accounts that need reconciling, and 40 other closing tasks don't seem as cluttered when i'm closing. I now only see the stuff that is left, as I work my way down to nothing left. I'd love this toggle to be at the top of the screen so i can switch between "All/Open/Closed(aka completed or skipped)". Please Please Please!

There are some emails that we don't want to keep - can we delete them?

I love to organize my emails into folders within Google, so being able to drag and drop them into their labels in Keeper would be amazing!

For example, I have private messages to business consultants that I do not want my contractors seeing

It's a great way of passing notices received in emails to the client's attention.

Only able to archive emails at this time.

Can we get more colors/more distinctive colors for statuses?

Would be great to be able to create a close for YE instead of just going from December to January. There are separate YE tasks to be tracked after December task are completed.

If you tag a questions as urgent, then you could set an automation to send the client a text message or whatever form of notification you want and at select hours or days. ie, Only send if tagged urgent and send by text between the hours of 9am and 5pm on business days only.