Client-facing anonymized company task queue view
I'd love the option to share a read-only Kanban view with clients that shows where their project sits in our overall workload, without revealing any details about other clients' work. How it would work The view would use the standard Kanban board with the usual columns. The client's own cards would appear with full details. Every other card would be anonymized: the title, company name, and other identifying information would be replaced with a generic label like "Another Project." Each anonymized card would still show its priority level and its estimated duration in days, calculated from the card's start date and due date. By default, cards would be sorted by priority, then by start date (using the existing start date sort option), with the deadline as a final tiebreaker. Why it's useful At a glance, clients could see exactly where their project falls in the queue for each stage of work. This gives agencies an easy way to be more transparent about turnaround times and helps set realistic expectations without extra back-and-forth. Controls Since not every agency will want to share this, the view should be optional and off by default. Ideally it could be enabled or disabled per client for maximum flexibility.
New CRM section helpful updates
For the new CRM section, it would be great to: - import/export companies or clients - Add clients with inivtation as option (or for later) - Edit client info (in case they didnt add full name) - Have all data sync with Company Info inside a Project - Add invoices after Purchases
Custom Notifications
Right now everyone gets notified and emailed if a task is updated. It’d be nice to be able set it so only those assigned to the task / task creator are notified.
Custom Footer for Emails
Set a custom footer for all email notifications. Preferably the ability to add HTML code would be fantastic similar to the Welcome email builder.
Message All Clients
Being able to email all clients using the inbox feature for any company updates, notifications, would be an amazing feature to include in a future update.
No Index Catalog / Portal
Portals or the catalog shouldn't be indexable by search engines by default. We should have the option to turn off indexing for the portal and or the catalog.
Edit Language
I'd love to be able to change the language of terms on a board by board basis. If I want "New Request" to be instead "New Project", or "Get Quote", etc, that would be most ideal. This request is for anything where it would be nice to further customize the language of the portal.
Video Review
It's great to see a built-in video review. Problem is if I upload a 4K file, it doesn't optimize the file for streaming, and thus, it stutters pretty bad even on a strong internet connection. And I would upload a web-streaming version, but then that file seems to be added to their pool of files for delivery. Not sure how to reconcile this, so for the meantime, I just wont use the feature and instead just send them a link to Replay.
Expanded Role Customization
If I have a client who only wants to receive notifications for billing, not for task updates, there doesn’t seem to be a way to assign that to a person.
Duplicate Invoice
Being able to duplicate a custom invoice could help with making it easier to carry terms for projects with multiple invoices across each for consistency.
Be able to brand all email communication
Despite having brand set up in the settings, client receives a fairly generic, spammy-looking email. Not sure if this is a bug or it needs to be a feature request. But this doesn't look or feel professional. Also, it appears to not handle abbreviated names well.
Set a form for a board
I'd like the ability to assign a single default request form to a taskboard, without requiring the taskboard to first be created through a service. This is especially useful when migrating a client or supporting clients on custom plans. Currently, when they click New Task, they're presented with every available form. If a client only uses the taskboard for one type of request. For example, real estate video editing, I should be able to configure the board so that clicking New Task opens that specific form automatically.
Deposit on Invoices
I'm requesting the ability to add a deposit to invoices, with the option to set a specific number, or a %. There should be a due date for that second payment, and the board should indicate it's approaching payment.
Custom Credit Tracking
I'd like the ability to manually add a credit track to a board, and then when a card is set, add a value to the card, and it deducts that value from the boards set balance. Case in point, I have a client who purchased 64 credits, and each credit is worth $450. When he requests a new task, the scope of work determines how many credits. Because forms have no logic to handle this, it would be great to provide a comment on the card after it's created and eventually, show him what his current balance is. It would be great if the function had the ability to name the unit, the value per unit, and how many units there is. Bonus if you could make it track a ledge of when new credit units are added or deducted.
Notification organization request
https://us06web.zoom.us/clips/share/HYhWkuWvSDiI1SMIF753pg
Workspace > Requests > In Queue & Number of Tasks over 30 causes issues
When having items In Queue column, and there are more than the amount visible, for example 20 of 32 — The cards are not visible, even if sorting is set that they SHOULD show. When clicking at the bottom of the column “Load More Tasks” they will appear but the card will crash once opened and any change is attempted. It would be nice if there was no limitation to the cards in Queue or if there is, the cards do not crash or stay invisible when sorting. Here is a loom video showing the issues: https://www.loom.com/share/0ced8dd030124450ac8079139cffdcb3
Unable to delete uploaded file: Missing dropdown/files tab options
Customer inquired about deleting an uploaded file. After being advised to use a dropdown or the files tab, the customer reported that they do not see a dropdown and the files are not present in the files tab as expected. A video link was provided by the customer.
Dark Mode Scrollbar Blends in Task Comments
The customer has submitted a development request regarding the scrollbar in the comments section of a task when the application is in dark mode. The customer reports that the scrollbar currently blends in too much with the background, making it difficult to distinguish. They are requesting that the scrollbar be changed to a different color in dark mode to improve visibility.
Team Roles & Permissions
For the Team Roles permission control, it would be helpful to hide the CRM list from certain roles. We have team members who only need access to specific client details. This part already exists - great. However, they have access to the CRM tab listing out all of our client’s names…not great.