Feedback Changelog Roadmap
Person Circle

Hi there 👋

together we can discuss new ideas, suggestions and solve issues to make our service even better for you. How would you rate your experience? Arrow Forward

Changelog

together we can discuss new ideas, suggestions and solve issues to make our service even better for you.

Feedback

together we can discuss new ideas, suggestions and solve issues to make our service even better for you.
Tree view of whole workflow and tasks showing up under both clients (if joint)
New Post
log in
Status
Category
Workflow
Author
All Categories
Addons / Integrations
Audit
Automations
Branding
Cases
Client Portal
Contacts (Clients / Prospects / Employees / Introducers)
EDI
Conversations
Custom Fields
Dashboard
Document Builder
Documents (File System)
Factfinds
Formbuilder
General Navigation
Groups
Imports
Income Reconciliation
New Business Events
Notes
Notifications
Other
Plannr Standard Templates
Plans
Plans - Transactions
Plans - Valuations
Public Website
Reporting / Exports / Searches
Settings
Settings - My Profile
Signature Request
Tags
Tasks
Time Tracking
Workflow