Add task from anywhere
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Katie Carlisle
Yes! An add task option from any screen would be amazing. If not everywhere, having an Add Task button at the top of the close page next to portal, files, etc, would be very helpful. Sometimes I'm down in the P&L and notice something I want to follow up with. It would be way more efficient if I didn't have to scroll to the top of the page to add the task (and inevitably forget some of the details and scroll back down to the P&L)
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David Bearchell
Yes! Just like the add task button from the email section. Just have it always available.
Sha-Lynn Cerda
Please please please!! Another idea would have the transaction and no transaction question tab as a floating tab that you can pull out at any time. Instead of going all the way back up to the top when I am reviewing the P&L or A/R…
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Frances Keil
This would be so helpful!
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Laura Widhalm
This!!!! I was literally thinking about this yesterday as I was doing this very thing. A work around is I duplicate my Keeper but a little button at the top would be so lovely!
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Sharon Bailey
YES! Too many 'squirrels' work with me! 🐿️🤣🤣�