Feature Requests

View all tasks on a calendar view

I would love to be able to have an app even if it was only to check off the tasks for the firm and clients not necessarily full features for everything but to be able to check off tasks that are completed and such.

It would be helpful to be able to drag a task from let's say custom to pre-closing instead of having to re-type the task again.

Ability for tasks to have relationships between each other. Ideally, we could set up dependencies where its apparent a task can't be done until another specific task(s) is complete. I.e. you cant do Cogs allocations until all transactions are coded from the bank feed. Or you can't perform inter-department allocations until payroll is posted.

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.

Allow Close Tasks like the Transaction Review to be set up to repeat weekly or quarterly.

I'd like to see more options for colors for users' icons. At a glance, I confuse my own icon with others' when looking at who is assigned to certain tasks.

When i have new team members working on a client, I'd want a way to manage the review of those tasks, rather than them marking it as complete. I'd love if it would be possible on a "Per-Client" basis (via a checkbox setting), if we could limit the Prepare to only be able to mark items as "ready for review" and then the "Reviewer" would be the only personal able to mark a task as "Done". I could see the benefits from a QA perspective.

I'd like to be able to integrate Keeper with my Google calendar for certain tasks, such as payroll and bill pay related tasks.

Ability to create individual private task lists. Ability to assign tasks to team members that can only be seen by that team member and admin. Ability to move firm tasks between sections.