Organizing Projects

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Carol Van Buren

• March 20, 2023 19:58

I wish there was a way to organize projects on the home screen.  This would be as easy as creating a new category (ID, Client, Project, etc.) called Priority or Color Flag Systemk---and then I can define what each priority/color means for my practice.  I have Projects that are only active once a year. I'd like to sort these to the bottom of my home screen.  Or, that are in a holding pattern waiting on client information--I'd like to have matters that the "ball is not in my court" also sorted to near the bottom.  I use the homescreen to mentally tick through matters and see where everything is and what needs to be done.  I'd like to be able to have a category describing projects that I can organize to the top of of my screen.

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  Carol Van Buren

  • January 18, 2024 17:00

  THIS.  Needs to happen.  I need to be able to sort projects on the Home Screen---colors would be great. Red - Active; Green - Waiting client response, etc.

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  Kathee Nelson

  • October 18, 2024 21:14

  AGREED. 

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