How can we improve WHMCS?

Share, discuss and vote for what you would like to see added to WHMCS

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Project Management

69 Ideas Found. Showing page 3 of 4.


0 Votes
Make Hide Completed Tasks checkbox persistent

When working on a project with many tasks (ex: > 10) the Hide Compeleted Tasks checkbox is super handy to utilize, however if you check the box the...

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3 Votes
Separate re-order and mark complete options

Many users are now using iPad Pros and other tablets. However when you attempt to click the checkmark on any task in the project management system on...

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2 Votes
List of invoices that appears when choosing "Associate Invoice" for a project should be newest first

When creating or editing a project the Billing tab has a button called "Associate Invoice" to link the project to an existing invoice. When...

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1 Votes
Show recent invoices on Associate Invoice modal

When I click on Associate Invoice button it asks for invoice id, which I would have to click back and go to invoices, write it down and then go back t...

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5 Votes
Add a Tab for Tasks under client profile area

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 b...

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1 Votes
Task Sort Order /Archive - Open Tasks at Top

I just found through reading the feature requests that we can drag and drop the sort order of tasks. Although this is great for small projects, I am...

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1 Votes
Time Entry - Add Notes

I've been using Xero Projects for my clients, but have switched to WHCMS Projects so I can do the billing via WHMCS and they can see invoices and ever...

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1 Votes
Assign a single task-project to one or more people in the Project Management addon

Need this feature in the Project Management addon , to allowing multiple staff members to be assigned to a project which is eventually be a useful. It...

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5 Votes
Associate Quotes

Coming from basic Xero Projects I liked the ability to associate quotes with projects. I think it just makes sense to keep all related files - ie quo...

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5 Votes
Project management ability to hide billing tab by role

Wit the project management module it would be great if we can hide the billing tab for certain roles as we don't want to share financials with all mem...

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7 Votes
Auto Project Setup

It would be most awesome if you could somehow implement the option for a project to be automatically created when a customer purchases a certain produ...

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0 Votes
Add product category selection for tasks so when billed the income will be categorized, not 'misc'

When using project management to bill projects, the income gets categorized as miscellaneous. Please add product categories to tasks so that the incom...

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1 Votes
Mass assign project manager tasks to admin

Hi,Now we have to assign a project manager tasks to admin one at a time.This is a cumbersome process if you have several tasks to assign the same admi...

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1 Votes
Invoice a different customer in the project manager addon

Hi,In the project manager addon we can associate any invoice we want - regardless of the customer (and that's great),But when we want to create an inv...

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0 Votes
When project is marked is as complete, also mark tasks as complete

Currently if you mark a project as complete, the tasks are all still left open and show up in the tasks list, which makes no sense at all.If a project...

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0 Votes
Multi-select tasks

Currently if I want to select multiple tasks as done I have to go into each project and click the tick icon for every single task, one at a time, whic...

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0 Votes
Add notes/description field when adding task

The notes field is not available when adding a task, you have to create it first, then edit it to access the notes,It would be more convenient for me...

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73 Votes
Add a collision check when assigning a task to an admin

Hi, Now we can assign several tasks to the same admin at the same time regardless if the admin is free or not at the specific date.We need a way to ch...

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5 Votes
project management due date reminder

Project Management be able to send reminder notification of due date and over due to assigned task people.

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19 Votes
Mass create Time Tracking entries from tasks in the project management addon

Hi,Now there is no connection between tasks and Time Tracking entries in the project management addon.We wand a way to select certain tasks and to be...

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