It would be great if the onboarding checklist could automatically pop up when a new client enters the client portal for the first time. Assuming new users may not be familiar with navigating the portal, this would provide clear guidance and ensure a smoother onboarding experience. Instead of displaying the new tasks section by default, the onboarding checklist would be more beneficial for first-time users upon their initial login.
In Review
π‘ Feature Request
About 1 year ago

One Creative
Get notified by email when there are changes.
In Review
π‘ Feature Request
About 1 year ago

One Creative
Get notified by email when there are changes.