Rich text formatting for task descriptions
Ryan Le Roux
Merged in a post:
Formatting in Task Description
K
Katharine Forth
I would like to see some more formatting options in the task description. Not necessarily everything you would expect to find in Word, but some basic options like bolding, italicizing, and maybe changing font colour would help for those who use detailed descriptions and want to make sure they are not received by the reader as word salad.
Ryan Le Roux
Merged in a post:
Format task description text
J
Jodie Strong
It would be nice to be able to format within tasks to add emphasis or draw special attention to specific details. Hyperlink(s), Bold, Underline, Italics, Highlight, etc.
Ryan Le Roux
Merged in a post:
Ability to Format Task Descriptions
T
Tiffany Bogle
Without the ability to format task descriptions (and since that is the only place for task 'notes'), it makes it difficult to be clear, concise, and organized with the information. Bold, Italic, Underline, Numbers, Bullets, Embed a link, etc.
Ryan Le Roux
Merged in a post:
Rich text descriptions and checklists (Hyperlink on a word in checklists / task descriptions)
A
Alissa K.
Hyperlinks get long and messy. Would like to be able to add a hyperlink to a particular word, ie "Link."
Ryan Le Roux
Merged in a post:
Task Description Update
T
Tyler Otto
In the Task Description field, there are two main changes i'd love.
1) a setting to allow us to make them default to only showing the top line (with an ellipses and "see more"). That way your screen doesn't get clogged up with every long task description. Ideally, you would only see the very long task description if you click on the task.
2) I'd love for that field to be as dynamic as the "Client Notes" text box. I would want to bold, italicizie, hyperlink, Headers....
This would allow us to use keeper to house all our SOPs
H
Hope Allen
I would like there to be a description section on the ones that don't have them such as Account Reconciliation, Transaction Review and Payee/entity Review and the tasks under these sections.
B
Brittany Puccio
I see that this feature is available in the Client Details section but would love to have it as an option for task descriptions and checklists
C
Cortnie Fetzer
I agree with number 2! and being able to add SCREENSHOTS! This has been a lot of work trying to show clients simple things. to add an image would be amazing! Even if it shows as a thumbnail and they have to click to enlarge, that would help.
Example: On Split transactions we cannot ask "what is this" we have to ask and add a screenshot to that line item. It adds a whole set of steps, just adding a screenshot would save soooooooo much time!!!!!
M
Megan Ward
I see this was originally requested in 2022, this is still needed, would love this to be fulfilled!
W
Wendy Paterson
Yes, please for the same formatting in tasks as the Client Notes and all of the other things have.
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