RELATED IDEAS
See tasks and update status from within the client
It would be great to see the tasks each client has, the ability to click on them and mark them as completed from within the client screen rather than going into tasks.
Hi Sam. It is possible to do what you would like to do by accessing the deadlines tab once you are in the client. Then click on 'View Tasks'. All the live tasks for the client will be listed. You can then select some or all if you wish and click on 'Buk Actions' and then 'Complete Selected'. If you do not want to do all the above, it is possible to save a bookmark in your internet browser with the filter 'all tasks' and you will only need to enter the client name in the 'enter your search terms' text box. All the live tasks for the client will appear. I hope this helps. Regardless of all this, it would be useful to have a dedicated 'Tasks' tab in the Clients screen where it would be possible to see all live tasks but also all completed tasks. Hopefully soon! :-)