'Create Task' button from any screen
L
Lacee Workman
From any screen in Keeper, there can be a 'Create Task' button or icon always on the top left or right. Similar to the chat button or icon on the bottom right of the screen.
When you click on the button/icon, a pop up window will appear asking what Client the task should be saved in (or even a Firm Task), then asking which section it should be saved in, and set due date, assignee, time budget, tag, attachments, etc.
K
Kristin Durkin
Yes I would use a button like this all the time. As I go through my email I create tasks for my employees in multiple clients. It would save me so much time not having to open each close as I go, then go back to Ruth the task or client list, go to another client, create one task, go back to client list etc. Would love it to be like the add timer button in the time keeping tab.
J
Janelle Hanson
Yes! I would love to create a task from a client question or any other transacation to track if the item got completed.