Project Management Feature Requests

I have multiple tasks with relative due dates set up in my project templates that need to be assigned to the client when the project is created. I'd love the ability to assign tasks in the project template level to a generic "client" record that when it's added to an actual client's dashboard, the assignment automatically tags this client and sends them the notices that they have tasks to complete. Currently we're only able to assign tasks to team members. This would save me from manually having to do this each time a new project is activated from my project template!

Are there are any plans to incorporate a feature that allows users to create replies to the "Notes" feature within Tasks. This addition would enable project collaborators, like myself, to add contextual comments to existing notes, fostering better communication and organization within the platform. This is like the features we all use on platforms like our texting apps, Slack and others. Currently, I am using a workaround by editing someone else's comment and adding a header followed by my text, but this method has its limitations. Having a dedicated reply function would greatly enhance the usability and effectiveness of the "Notes" feature for all users.

Basically, I'd love to see subtasks look more like their parent tasks, with the ability to add assignees, due dates, descriptions, statuses, etc. (I'm thinking something along the line of the way ClickUp does subtasks.)

I'd like to customize the emails that go out when a task gets assigned to a client workflow status. I want to tell my clients WHAT they need to do in each stage via email.

Does it make sense to have anything in the same view but in the collapsed state? If I don't recall if that project has been invoiced I have to expand each project to see that detail.

I use recurring projects to bill monthly website hosting and care plans, which include one hour of support with overage billed at my hourly rate. Then, I use a monthly recurring invoice configured to automatically charge on the due date. This is a fantastic solution for subscription and overage billing. However, today, I received the following message from a client: "One thing that I really don't like about [your] invoicing / monthly maintenance system, is that I can't see what the charges are before you bill them." She's got a point. I don't like to hit my clients with unexpected charges, but I do like to get paid on time. So, when a client submits a support request, I often find myself checking their monthly billing date, manually adding up the time worked since then, and figuring out how much time until they incur an overage charge. I often let the client know their request will take them into overage and ask for permission to proceed. This is a time-consuming process. It would be fantastic if any of the following is possible: Notify me and the client when a project goes over the hour extimate maximum. Provide a billing total in the client portal that includes any overage charges. Send an automatic billing notification to the client with their current account balance including overage charges about 3-5 days before they are charged automatically. Thanks for considering this feature request.

It would be great if we could have the option to check off days of the week want recurring tasks to happen. For example, I have a task I want to happen only on Weekdays, but a recurring daily task still happens on weekends. Or for example, I might have tasks for jobs that happen only on Tuesdays and Thursdays.

I would like to see overall project start/end dates in the overview screen. Also, the projects aren't listed in chronological order.

Right now we can only have two custom fields showing. I use the custom fields to show status of web pages ie. I have one for Copy, one for Images, one for SEO etc and I have a drop down 'not started', 'to do', 'in progress' 'with client', 'done'. It's great that the custom fields show on the cards but would like to be able to show more as quick reference. I set up a separate task for each page.

I often have clients that have yearly repeated projects, and I have too many open & achieved projects to search in order to find the previous year's project so I can view it and/or duplicate it. I'd like a tab on the Client for projects so that I can filter through past projects or a way to filter open & achieved projects on the Projects page.