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Firm Feature Requests

Notes on open tasks
We need a place to be able to add notes regarding open tasks that can be displayed when we view all open tasks. This is important in managing all open items for a given user. As a manager I can review notes to understand why a task may still be open. As a staff member managing my open tasks I can leave notes for why something may not be completed or for things I need to get from a client or do before I complete the task.
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Engagement/project…
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in progress
On the Engagement Team Tasks, make items in the workflow list clickable
On the right side graphic and table that is the summary of workflows, it would be helpful to be able to click on the workflow to see the list of tasks.
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Engagement/project…
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in progress
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