Enhanced functionality of Firm Tasks | Feature Requests

Enhanced functionality of Firm Tasks

Jodie Strong

Ability to create individual private task lists.
Ability to assign tasks to team members that can only be seen by that team member and admin.
Ability to move firm tasks between sections.

July 19, 2022

Ben Stein

Merged in a post:

Private / personal task management

Stevie Bogar-Hatchett

I would like a place to put tasks for just me to see not the firm.

Example: personal tasks unrelated to the team and clients

October 10, 2024

Ardath Waller

Totally agree that firm tasks should be able to be hidden from certain users. Just like clients. This would be a great feature.

Sara Barnes

Yes I'm just getting started with Keeper and added myself as a user with a different email and was very disappointed to discover that all Firm Tasks were visible to all users. It would be great to have admins see everything (but have the ability to filter for just items assigned to them) and have standard users only see what is assigned to them.

Bryanna Paice

I would also love it if we could move a firm task to a client. I sometimes just brain dump my ideas and tasks and would love to type them all on one list, then allocate them to the client they apply to when I'm ready.

Natasha Parry

Yes! Definitely need to move firm tasks between sections

Jennifer Jessen

Individual private tasks lists would be SO helpful. We desperately need project management integration that is not client-related.