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Categories Tasks & Workflow
Created by David Martinelli
Created on May 10, 2023

Overview - personal dashboard with your own tasks/subtasks, their deadlines, and services categories

It would be useful to be able to see a personal dashboard, perhaps in the overview menu, with all your allocated tasks/subtasks by category of services (accounts, bookkeeping, payroll, other) and that can be configured by either client a-z, deadlines. For instance, my tasks with today, this week, the next 2/3 weeks, this month, in 2 months, 3 months, all tasks. etc.

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  • David Martinelli
    May 10, 2023

    It would be good to make this highly configurable. Either see your tasks by deadlines, or by service category (accounts, bookkeeping, payroll, etc...)