Create Task from 'Questions from ciient' | Feature Requests

Create Task from 'Questions from ciient'

under review

Elaine Sims

When a client asks a question through the portal, add the ability turn this into a task.

April 24, 2025

Heidi Hartley

I would love turn all portal questions into a task. So, if I ask the client a question and then the client answers, I'd like to be able to turn it into a task for a team member. Those little comment bubbles just don't work well for us.

Kenny Song

marked this post as

under review