Joint tasks

You should be able to raise tasks and link them to two clients, similarly to how a case works. This means the tasks will show on both client records but they are link.

Currently we have to add tasks to both clients separately and manage them that way.

Area of the system
Workflows / Tasks

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Upvoters
Status

Accepting Feedback

Board
πŸ’‘

Feature Request

Date

8 months ago

Author

Beth Igglesden

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