Feature Requests

Option to rearrange columns as desired in the Client View. Example: We would like to have, preparer & reviewer, custom properties, and status to the Left of the Client Name and all the close columns to the Right. Possibly the option to decide if the close date is on the right or the left?

View all tasks on a calendar view

Looks nicer to have the entire row highlighted in green when the close status is changed to "Done," even if not all of the tasks are technically marked done.

When setting a recurring due date (i.e. 25th of the month) there needs to be an option that excludes weekends. Using a certain number of "business days" is not an option because that would change depending on what day the month starts on. For example: I have a repeating task set for the 25th of the month but because the 25th fell on a Sunday this month, I should have taken care of this task on the 23rd and now it's late. Our old system (Jetpack) had an option to exclude weekends which bumped up the due date which was VERY helpful.

In the task view, "due this week or overdue" should be a M-F week, not the next 7 days - going out the next 7 days (into the following work week) brings up too many tasks to view and gets overwhelming. I need to prioritize what is overdue and/or what I need to do before I leave work on Friday.

Allow Close Tasks like the Transaction Review to be set up to repeat weekly or quarterly.

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!

It would be great if, when a close is moved to a certain status (i.e. "Done"), the user was given the option to automatically close all incomplete tasks.

I'd love to be able to format the task description, ideally in Markdown. Currently, I use Markdown Anywhere, a browser plugin, to get this feature, but it would be nice to have it built-in. https://chromewebstore.google.com/detail/markdown-anywhere/nagjnpjbpmchpaodmfggaaamhhfilamo )

Moving tasks on the client page from one section to another is very helpful. Can we get that same functionality within the Templates section so we don't have to copy/paste the tasks from one section to another? Prime example: Original template has tasks in General NCT section. Now we have additional sections for Payroll and Year End tasks and want to shift applicable tasks to the newly created sections.