Task Description Update
in progress
T
Tyler Otto
In the Task Description field, there are two main changes i'd love.
1) a setting to allow us to make them default to only showing the top line (with an ellipses and "see more"). That way your screen doesn't get clogged up with every long task description. Ideally, you would only see the very long task description if you click on the task.
2) I'd love for that field to be as dynamic as the "Client Notes" text box. I would want to bold, italicizie, hyperlink, Headers....
This would allow us to use keeper to house all our SOPs
B
Ben Stein
in progress
The first part of this is complete 😃
C
Carrie Yowell
Rather than only seeing the rest of the task description by clicking on the task, it seems like it would be a bit more efficient if we could just hover over the task description. It's a minor point but maybe worth mentioning.
D
Dena Martin
This says it's still in progress and I see that last update was Sept 8, 2022. I recently checked off the "Shorten Task Descriptions" but I'm still seeing the descriptions. I want to only see the title. Please give us an update on this. Ben Stein
A
Angee Wentz
Be still my heart!! If we could make the task description pretty with hyperlinks... I would quit using my task manager completely! I attached a picture example of how I use my task description fields now
C
Carrie Yowell
I love this! Can't wait for implementation of the notes enhancement. My notes tend to be long so this will be very helpful. All about conserving screen real estate!
B
Ben Stein
in progress
The first part of this is complete 😃
J
Jessica Albee
YES!
Adding 2 notes:
... Also would be cool to have task descriptions like the above suggestion for all tasks that currently don't have a description box.
... ALSO (maybe this should be a separate canny, sorry!) would be cool if there 2 options for the checklists formats, like A- make checklist items numerical (i.e. for instructions), B- make checklist items as checkboxes (as it is now)
K
Katie Redman
Jessica Albee: Yes! We need a task description box for ALL tasks (Reconciliations, Payee/Entity, Txn Review, Financial reports, etc).
B
Ben Stein
under review