Ability to see tasks that relate to client/plan/case all under the main client task screen.

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natalie_calder

Can we have all main tasks relating to the 'client account' i.e. whether they are client, task or case related showing under the client task screen. It would be helpful to see ALL tasks relating to a specific client

6 months ago

cayleigh_johnson

Agree, we are specifically trying to make good use of "cases" but frustratingly have to remember to check cases and tasks sections to be able to see tasks linked to a case.

a month ago (edited)

Hi there 👋

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Ability to see tasks that relate to client/plan/case all under the main client task screen.