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Categories Clients
Created by David Martinelli
Created on May 10, 2023

List and access all live tasks by right-clicking on a client in Clients view

In Clients view, it would be useful to be able to right click on a client to be able to open a separate tab which lists all the live tasks for the clients. To see all tasks allocated to a client, at present, one has to either open a separate window or open the client/ click on deadlines / then click on tasks.

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  • Guest
    Jul 16, 2024

    BM: Alternatively, could tasks be available as a tab under each clients' record?