Feature Requests

It would be great if you could set a task due date as a day of the week/position in the month, rather than just a fixed date or # of business days. For example, set to recur on the second Friday of each month.

This request really applies to all columns that can be filtered but I decided to post here just to pick something. There are many times when I want to filter tasks

Helpful to have the option to select the first or last day of each month for recurring dues dates.

Undo-ing a sign-off sends it back to the previous signer, but in doing this, it removes the previous signer's original timestamp. We'd love the ability to 'pass the task back' without losing the full timeline & context.

Sometimes there is a need to have reference sheets or worksheets be attached to the task. Right now if an attachment is paired with a task, it clears and detaches when the recurring task repeats. I'd love an option to keep this file attached to occurrences of the task.

Sometimes, repeating tasks will have something that is only applicable intermittently. For example, if I run weekly payroll but there are some weeks that require extra steps while others do not and it is not on a set schedule as to which weeks will require the extra steps - I want the checklist to be there for weeks that it's necessary, but I don't want to mark it as "done" when it's not necessary, I want to "skip" it or be able to cross it out for that week that it doesn't apply.

There needs to be another option for 1099s. It would be nice to have an "on file" category. Because "Not needed" to me says "we don't need one, don't ask" and "For Review" is we're not sure or we need it and we're requesting it, but we don't have it yet. I'm not sure what to do with them when I get the 1099.

If a client has multiple tasks due on the same day, the daily emails (and, ideally, the task list) should read "Client: X Tasks" instead of listing all of the tasks due for that client. This will allow firms to more easily see all of their tasks due on that day.

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!

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.