Feature Requests
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Add a Tab for Tasks under client profile area

first88 shared this idea 1 year ago
Under Consideration

I am using the project management add on....

It would be ideal to have a TASKS tab and a PROJECT MANAGEMENT tab added to the client area. So it would basically be duplicate/synced content from the project management area. This way you will not have multiple places to access to get all client details.

This is important to me because some projects that are not ongoing I still have tasks that I need to do in the future and it need to quickly be able to check the status of the client and view tasks at the same time....vs check the status of client and then have to browse the entire tasks list of all clients or project list to find more information about this client.

I recently was using Highrise to track all of this information for tasks and projects and feel this should be a standard feature within wHMCS.