Add task from anywhere | Feature Requests

Add task from anywhere

Amanda Timcoe

Sometimes I think of a one off task I want to add to a client, but I don't want to have to leave what I am doing to go add it. If we could have an "Add task" button on all screens no matter where we were and we can select which client it goes to, that would be great!

April 30, 2025

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)

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…

Frances Keil

This would be so helpful!

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!

Sharon Bailey

YES! Too many 'squirrels' work with me! 🐿️🤣🤣�